
Jonathan Green
Partner
President and Chief Executive Officer (CEO)
Tel : (514) 731-1010 x 101
Fax : (514) 731-2392
Toll Free : 1-800-249-8386
Email : jonathan@groupegreen.com
Client Services and Administration:
Degrees & Designations
- B.B.A. – Bachelor in Business Administration
- C.F.P. – Certified Financial Planner
- C.L.U.- Chartered Life Underwriter
- Ch.F.C.- Chartered Financial Consultant
- Commissioner of Oaths
Personal Philosophy
- Give value first
- Help other people
- Strive to be the best at what I do
- Establish long-term relationships with everyone
- Have fun
Jonathan has been providing professional financial advice since 1976 and is a member in good standing of the following professional and industry organizations.
Professional Organizations
- Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants
- C.A.L.U. – Conference for Advanced Life Underwriting
- Advocis – Financial Advisors Association of Canada
- Financial Planners Standards Council (FPSC)
- A.M.F. – Autorité des Marchés Financiers
- Chambre de la Sécurité Financière
- Financial Services Commission of Ontario
- The Insurance Council of British Columbia
- State of Delaware Insurance Department
- PPI Advisory
- PPI Solutions
- Life and qualifying member of the Million Dollar Round Table
- Court of the Table
- Top of the Table
- National Quality Award
Community Involvement (Current and past)
- Professional Advisory Committee of Federation C.J.A.
- Board of Directors Maimonides Geriatric Centre Foundation
- Governor Maimonides Geriatric Centre Foundation
- Chairman, Maimonides Geriatric Centre Foundation Golf Tournament
- Chairman, Maimonides Geriatric Centre Foundation Legacy Project.
- Board of Directors Westmount Square
- Pro-Montreal Entrepreneurs (P.M.E.) Mentoring Committee
- Board of Directors Elan and Financial Services Division Federation C.J.A.
- Executive Committee Elan and Financial Services Division Federation C.J.A.
- Board of Directors Hebrew Foundation School
- Trustee Hebrew Foundation School
- Chairman Hebrew Foundation Gala Ad Book