The Team

Todd Gotlieb

Before entering the field of finance services, Todd practiced law in downtown Toronto for over 8 years. He has an extensive business background and has developed a “worry free” approach to wealth management. His expertise in the area of assisting families with a child with a disability is unparalleled in the industry. In addition, Todd has served on several boards in both the private and charitable sectors. Todd is an avid golfer and songwriter. Todd is the father of two wonderful boys.

Michael Bronstine

Michael Bronstine has been working in the financial services industry since 1984. For the past 10 years, he has concentrated on assisting high net worth individuals and corporations with their health protection needs, and finding innovative solutions utilizing insurance products to solve estate, tax and retirement planning issues. Active in his community, Michael sits on the Board of the Thornhill PC riding association. He’s been married for 20 years, and is the father of three.

Julie Katz

Julie began her carrier in the insurance industry in 1990. For over 20 years Julie has gained expertise in both the Employee Benefits and Property and Casualty market place. Julie takes the time to get to know her clients and understand their philosophy and goals, to insure the insurance purchases meet their needs. Julie is a graduate of the University of Texas and founder of The Bridlebash Foundation and proud mother of three.

Riley Dipucchio

Riley is a passionate and committed individual whose objective is to provide best in class service to his clients. A graduate of The University of Western Ontario, with a degree in business, Riley has spent the past year and a half working with current and future high net worth clients, focusing on their long-term financial success through intelligent estate planning strategies and maximizing tax efficiencies within their portfolios. 

Strategic Partners

  • Barometer Capital Management Inc.
  • BMO
  • Bristol Gate Capital Partners
  • HIP Developments
  • New Haven Mortgage Corporation
  • Manulife Financial
  • Picton Mahoney Asset Management
  • RP Investment Advisors
  • Scwaben Capital Group Limited
  • Sun Life Financial
  • Timbercreek Asset Management
  • Turtle Creek Asset Management


  • Independent Financial Concepts Group Ltd.
  • Investia Financial Services Inc.
  • Groupquest Benefits Resources Inc.
  • Bank: TD Bank
  • Accountants: Owen Osher Chartered Accountants