Our firm specializes in transforming those negative experiences into positive outcomes for you.
About Family Wealth Protection
We specialize in helping clients acquire the necessary information to make well-informed financial decisions in a constantly evolving and complex financial services industry. By understanding our your goals and aspirations, we offer ongoing, independent financial advice.
Our solutions promote financial stability at every stage of life. We also collaborate with other financial experts to assist a diverse range of clientele, including entrepreneurs, professionals, families, and retirees.
Let us help guide you towards financial success and well-being with ease and confidence.
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.