2023 Conference & AGM
Barry Pascal, MFA-P, TEP, FEA
Past Chair, CALU; Partner, Bell Pascal Insurance Services
Barry Pascal is a partner at Bell Pascal Insurance Services, specializing in estate planning and the funding of shareholders agreements for Entrepreneurs and High Net Worth Families.
With 40 years of experience advising entrepreneurs and families in estate and succession planning, Barry has a reputation for technical excellence without losing sight of the big picture. He is frequently called upon to speak about life insurance, estate tax planning, the funding of shareholder’s agreements and Charitable Giving. He was an instructor for the Quebec Order of Chartered Accountants for 10 years.
Barry is the Past-Chair of the Conference for Advanced Life Underwriting (CALU). He is chair of the Market Practice Committee as well as the Governance and Nominations. He is a fellow of the Society of Trust and Estate Practitioners (TEP), a Master Financial Planner – Philanthropy (MFA-P), through the Canadian Association of Gift Planners and a Family Enterprise Advisor (FEA) through Family Enterprise Canada, the Ivey Business School, and Sauder School of Business. He is a member of the Association de Planification Fiscale et Financière (APFF). He is a graduate of McGill University.
Barry feels enormous gratitude to his community and is inspired to give back. He is proud to have helped create the Jewish Chamber of Commerce of Montreal. He has also acted as co-chair of McGill University’s Goodman Cancer Research Centre Gala, Chairman of the Annual Campaign of Federation CJA, and as President of the Jewish Community Foundation.
Speaking at the Conference
- Monday, May 8 @ 12:00 pm – 1:40 pm ET
Annual Meeting of Members