Bell Pascal – Insurance Services EN FR T: 514 932 2451 Home About us Biographies Why Bell Pascal Press Contact us T: 514 932 2451 Your legacy is our life’s work Bell Pascal Insurance Services combines experience, expertise and empathy to ensure your life’s impact remains intact. About us From generation to generation It is our privilege to ensure the positive impact of your legacy. At Bell Pascal Insurance Services, we know firsthand the importance of imparting the values and vision from one generation to the next. Our founder Bill Bell entered the insurance industry in 1960 and continues to be involved with the business alongside his son, Barry Pascal. Together, we have supported many of Canada’s business leaders, their advisors and generations of some of the country’s most prominent families. We are passionate about understanding the objectives of your estate planning and the role that insurance can play in helping you achieve them; we have been for decades. However, this is about much more than our expertise. Our clients have shown us that the bedrock of their achievements are the values that they impart. We have learned this valuable lesson from our clients. Our business is built on integrity, honesty and a commitment to community. Our value is in our relationships with insurance providers, our network of tax and succession planners, and our high level of collaboration with our clients’ existing advisors. We take pride in the fact that clients turn to us as a trusted resource throughout the succession planning process and for years thereafter. Read more Read less Biographies Barry Pascal Partner, MFA-P, TEP, FEA 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. For 40 years, Barry has advised entrepreneurs and Business Families in matters of estate and succession planning. Barry has a reputation for technical excellence without losing sight of the big picture. Barry was an instructor for the Quebec Order of Chartered Accountants for 10 years and is frequently called upon to speak about life insurance, estate tax planning and the funding of shareholders agreements. Barry served as Chair of the Conference For Advanced Life Underwriting (CALU) and served as Chair of the Market Practice Committee. He is a fellow of the Society of Trust and Estate Practitioners (TEP). He is frequently sought after for advice on Planned Charitable Giving and is a Master Financial Planner – Philanthropy (MFA-P) through the Canadian Association of Gift Planners. Barry is committed to working with Business Families and has earned the Family Enterprise Advisor (FEA) designation through Family Enterprise Canada, the Ivey Business School, and Sauder School of Business. He is also a member of the Association de Planification Fiscale et Financière (APFF). In an effort to give back to the community he is grateful to be a part of, Barry has contributed to a number of causes over the years. He helped create the Jewish Chamber of Commerce (1995), was President of the Jewish Community Foundation (2010-2011) and acted as Chairman of the Annual Campaign of Federation CJA (2015). He then acted as co-chair of the ORT Montreal Gala (2017) and the McGill University’s Goodman Cancer Research Center Gala (2018). He is a member of the Board of Hope and Cope. Barry is a member of the Strategic Giving Council of Mcgill University. Barry considers it to be a privilege to give back to the community and is inspired by these great organizations. Licenses & certifications Master Financial Advisor – Philanthropy (MFA-P) Canadian Association of Gift Planners (CAGP) Trust and Estate Practitioner (TEP) STEP Canada | The Society of Trust and Estate Practitioners (Canada) Family Enterprise Advisor (FEA) Family Enterprise Canada Read more Read less Bill Bell Partner Not all of Bill Bell’s friends are one of his clients, but there’s a good chance every one of his clients is one of his friends. For over 60 years, Bill has helped some of Canada’s most prominent families make key decisions for their estates and legacies with warmth and expertise. For decades, Bill has enjoyed getting to know each of his clients personally to truly understand how best to advise them . That’s always been a part of his professional approach, but it’s mostly just a part of who he is. No two families are the same, and Bill’s ability to embrace each one’s unique goals helps him provide them with tailored solutions. While estate planning can be daunting to some, Bill knows that the right guidance can help people put plans in place, protect their wealth, and give them peace of mind. It can help families ensure that future generations flourish, and preserve their legacies so that they may continue to grow. Bill’s passion for his work and commitment to his clients is a big part of why many come to him for his expertise. This is why many know him as a trusted advisor and – more often than not – a lifelong friend. For Bill, nothing is more gratifying than being able to help a friend succeed. Read more Read less Why Bell Pascal Protecting your assets today and your legacy tomorrow Why Bell Pascal At Bell Pascal Insurance Services, we support the succession of assets and your legacy by streamlining the process of moving assets from one generation to the next. We recognize where you are, plan for where you want to be and map out how to get there. We believe that exceptional succession planning requires authenticity, transparency, and choice. While the stakes are high, it is our priority to keep your stress-level low by focusing on clarity and foresight. We offer unique solutions designed for your individual situation. We are recognized for: Technical excellence & Strategic planning Extensive marketplace knowledge Resources to resolve complex issues Mastery of product and product design Tax expertise Underwriting expertise Philanthropic planning We take pride in working with clients and business leaders like you to ensure that your vision is honoured. Our objective is to allow you to provide the assurance that your family and business will be protected. Contact us Press In the community The Suburban Feature – Barry Pascal Nov 17, 2015 Barry Pascal elected chair of the board for CALU for the 2021-2022 term May 5th, 2021 Gloria's Girls have "Golden" Cocktails and Comedy fundraiser Jun 5, 2019 CJA chair gives back to community that helped his family August 20, 2015 The Rosalind and Morris Goodman Cancer Research Centre Gala 2018 February 27, 2018 MADA Gala recognize 10 pillars of the organization for 25 years of support Jun 26, 2019 ORT Montreal Gala sets new fundraising record January 26, 2017 Contact us Protecting your heritage starts here If you are ready to begin ensuring your vision and values last for future generations, contact Bell Pascal Insurance Services today: Send Our address One Westmount Square, Suite 780 — Westmount, QC H3Z 2P9 [email protected] Privacy Policy Terms and Conditions Manage cookie settings © - Bell Pascal. Designed by HRVST. 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