Melanie Weinberg


Melanie Weinberg is a Financial Security Advisor to high net worth families and businesses specializing in intergenerational wealth transfers, tax minimization and estate augmentation strategies, as well as charitable giving, corporate planning, and employee benefit programs. Melanie started her career in 2009 with the London Life Insurance Company and in 2010 joined Le Groupe Green. In 2016 Melanie took on a leadership role as the firm’s Managing Partner.

Melanie is caring and dedicated to her profession, her clients, and continuous learning opportunities to elevate her expertise. Melanie believes in working hard and cultivating your own successes. Some of her accomplishments include admittance as one of the youngest full-time members of the annual Conference for Advance Life Underwriting (CALU), and youngest member of CALU’s tax competitiveness committee. Melanie attended McGill University and holds a Bachelor of Commerce degree.

From a young age Melanie was encouraged, and learned by example, to be part of community. This has led to various engagements over the years and a drive to give back. Outside of building her business and community involvement, Melanie enjoys quality time with friends and family, spending summer weekends in the country, and most importantly, being a mom.

Degrees and Designation
  • B. Comm. – Bachelor of Commerce / McGill University
  • Financial Security Advisor
  • Scholarship Plan Representative
  • Advisor in Group Insurance and Group-Annuity Plans
  • Commissioner of Oaths
Professional Organizations
  • A.M.F. – Autorité des Marchés Financiers
  • C.S.F. – Chambre de la Sécurité Financière
  • Montreal Jewish Chamber of Commerce
  • CALU (Conference for Advanced Life Underwriting)
  • CALU (Tax Policy Committee)
  • Advocis – Financial Advisors Association of Canada
  • PPI Advisory
  • PPI Quebec
  • PPI National Council
  • CALU Board of Directors
Community Involvement
  • Executive Committee, Gloria’s Girls – Jewish General Hospital Ovarian Cancer Research
  • Executive Committee, Montreal Mom2Be
  • Coordinator, McGill Marketing Network
  • Fundraising, Cummings Jewish Centre for Seniors
  • Coordinator, Banff Forum
  • Vice President & board member, Centre de la Petite Enfance JPPS
  • Committee Member, JPPS Foundation
  • JPPS-Bialik BOD Nominations Committee