It all starts with a conversation
We are a team of independent Insurance & Wealth Advisors who provide expert, holistic, and personalized strategies to create and preserve your business, individual and family wealth.
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It all starts with a conversation
We are a team of independent Insurance & Wealth Advisors who provide expert, holistic, and personalized strategies to create and preserve your business, individual and family wealth.
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We are in the business of having meaningful conversations about your wishes and aspirations. Whether for family, business, or your legacy, it’s YOUR plan… we are here to help you fulfill it. Our unique intergenerational advisory approach combines experience and a modern perspective allowing us to tackle even the most complex situations.

At Le Groupe Green, we strongly believe in the importance of giving back. Many of our clients are leaders within their community and we take great pride in assisting them to fulfill their philanthropic aspirations and responsibilities with our out-of-the-box strategies. We also value this as an integral part of our own business by supporting many community organizations locally and beyond.

PLANS AND SERVICES

We specialize in personal advisory services, corporate advisory services, wealth preservation and accumulation planning, and employee benefit plans. Our industry experience touches on various sectors, from multi-generational families to long-established businesses, and everything in between.


“They guided us through the uncomfortable process of purchasing life insurance. Acknowledging one’s own mortality is unpleasant but Melanie and Jonathan were patient, informative and reminded us of the purpose- making sure our dependents are cared for. They know their field well and helped us find the proper life insurance match for our needs.”

Rachelle & Jeffrey

CPA & Physician

“As an Artificial Intelligence start-up company, we’ve been shifting between brokers, trying to find the best fit for our needs but didn’t succeed; until we met Melanie and Jonathan from Le Groupe Green Assurance & Services Financiers Inc. They were able to perfectly analyze our situation and to come up with a benefit plan that fit our perspective. The employee’s efficiency and satisfaction increased considerably since then, and hopefully we will continue working with them in the long run!”

Chris

CFO

“My husband and I started working with Le Groupe Green shortly after having our first child. We started off with life insurance and since then have expanded to so many other types of insurance both personal and for our business. Working with Jonathan and Melanie has always been an absolute pleasure. They are extremely professional, knowledgeable and so well prepared. I am completely confident in Le Groupe Green and know that I am in the best hands. I would highly recommend Jonathan and Melanie for all your financial needs. They have always put our best interests at heart and we have loved working with them from the start!”

Gayle

Medical Clinic Owner & Entrepreneur

“It is always a pleasure dealing with Melanie and Jonathan. Their knowledge and professionalism made the difficult decision of buying life insurance for the first time stress-free for both me and my wife. Since my personal interaction with them, I have felt comfortable referring them both friends and clients.”

Michael

Entrepreneur

“I’ve been working with Melanie and Jonathan for years and they always make it simple and pleasant to discuss our insurance needs.”

Carl

CFO, Manufacturing

“Jonathan has been taking care of my personal, family and corporate insurance and portfolio planning needs for more than 20 years. I have nothing but excellent praise to offer. He is by far the most knowledgeable and innovative “insurance guy” in the business. However, the best move he’s made in the last decade was bringing on Melanie as his partner… What a team!”

Jerry

Ph.D / Business Owner

“Jonathan and Melanie are extremely smart and knowledgeable. Most importantly, they are super attentive to detail. What stands out consistently is they are great listeners and communicators explaining the latest strategies and trends with Insurance, both easy and seamless to work with, and proactive in nature to help solve issues. Extremely thorough and professional.”

Larry

CPA / High Net Worth Tax Advisor

“Intergenerational planning is a vital component of the work we do and it’s a pleasure bringing Jonathan and Melanie in to assist in their area of expertise. We have come to rely on their creative and well-planned strategies.”

Richard

Family Office Advisor

“Jonathan and Melanie have successfully assisted many of our clients with a strong focus on the preservation of wealth. Their unique strategies have surprised and pleased our clients. It has brought tremendous value added to our firm in recommending them.”

Daniel

CPA, TEP

“I ignored my tax exposure for years; Jonathan forced me to address my issue and showed me a great solution that did not take funding away from other projects. They did a great job!”

Barry

Real Estate Developer

“As a client of Jonathan’s and his whole outstanding team for decades, their experience, dedication and unparalleled advice and service to individual and corporate needs in addition to professional and personal involvement has provided the highest degree of security and satisfaction through all stages of business and life.”

Mitch

Construction, Developer, Real Estate

Create your plan built with our expertise