About Us

About Leslie

Leslie Gottlieb began her financial services career in 1995 after graduating from the University of Toronto. She initially advised clients at IG Wealth Management, a highly client-focused investment firm in Canada. Later, she broadened her expertise by working as an Investment Advisor with leading companies such as RBC Dominion Securities and BMO Wealth Management, where she accumulated a wealth of knowledge and experience.

Over the years, she has worked with numerous Canadian families, guiding them through life’s crucial and ever-evolving financial decisions. This proactive financial planning has allowed her clients to achieve their families’ financial goals and ultimately enjoy the rewards of their hard work.

About Michael

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Our Product

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