Principals
The DOT team of Partners is comprised of some of the most experienced and informed insurance and investment consultants in the industry. Each delivers a wealth of product and market knowledge, a future-forward big picture orientation, and an innovative approach to solution-development to ensure that their clients needs, goals and interests deliver optimum results and the greatest possible value.
Select a partner:
Gillian Johnston, HBA, RHU
Managing Principal, Professional Practice Services
Gillian Johnston specializes in designing Insurance and investment portfolios targeted at Medical and Dental students to provide advice from their first year in school right through to retirement and estate planning needs. Gillian brings close to 20 years of hands-on expertise in Life Insurance and Living Benefits (Disability Insurance, Critical Illness, and Long Term Care) Insurance.
Gillian and her team focus on acquiring the right affordable plans early in ones career and then ensuring the appropriate remixing and rebalancing of the portfolio of products at each stage of professional and personal development. Gillian works closely with her clients to define their needs by educating them on which Insurance and Financial products are critical for financing debt and maintaining sustainable wealth accumulation.
Gillian also volunteers her time, on a no obligation basis, for any professional in need of assistance with Insurance evaluations prior to filing a claim and Gillian is committed to personally handling any and all claims that would arise on a clients policy.
Gillian's depth of experience and personalized hands-on approach is at the heart of her concierge style of service and has earned her distinction as one of the Top 5% of Financial Advisors worldwide. In addition, Gillian has been a leading critical illness sales person for one of Canada's top carriers for 4 consecutive years, has been a leading disability salesperson for other major carriers for 7 consecutive years, has qualified in the Top 38 Producers at Manulife's Pinnacle Conference and is consistently one of the highest producers for Great West Life in the Toronto region.
A graduate of the University of Toronto, Gillian is the RBC designated representative for Medical students at her alma mater and is the annual “Coat Ceremony” speaker on insurance at U of T's and the University of Western Ontario's Dental Schools. In addition, she's a Havergal “Old Girl” of 15 years and is active in sponsoring events for women in medicine.
A former professional tennis player and creator of The Tennis Group (a tennis teaching school), she is also an accomplished tri-athlete and has successfully completed the Iron Man competition nine times.
Mark Waxman
Principal, Professional Practice Services
Mark has been an integral part of the DOT Management team since 1998. With over a decade of specialized expertise in Insurance and Financial Planning, Mark is adept in seeing the big picture while ensuring all the small details of planning, implementation and follow-up are looked after promptly and professionally.
Mark entered the industry upon graduating from the University of Western Ontario in 1994 and joined his father, who has been in the business for 40 years. Since that time, Mark has become known and respected for creating long lasting relationships with his clients through integrity, supportive care, and consistent performance results. Mark combines his breadth of industry and product knowledge with focused personal attention to ensure professionals, small businesses, and families achieve their wealth creation and risk management goals.
Active in his community and a strong believer in family values, Mark is involved in fund raising for a variety of charities.
Greg Roberts
Managing Principal, Wealth Management
Greg has been in the business for over 18 years. He resides in the Toronto area with his wife and four children. After graduating from York University in 1992, where he was a member of the CIAU Championship hockey team, he starting working in the industry with Prudential Assurance. In 1995 Greg started his own insurance and investment brokerage. His longevity and success in the business can be attributed to his value added proposition, which is providing excellent service while helping clients solve financial problems within the protection, accumulation and retirement cornerstones.
Greg values the relationship he has with his clients and feels very strongly this has helped grow his business through referrals from those clients, as well as centers of influence. Greg recently joined the DOT team and is very excited to continue offering a high level of service while providing innovative solutions to existing and new clients as they look to him for guidance.
Ken Stein B.S.B.A., CFP
Managing Principal, Wealth Management
Ken started working in the financial services industry in 1988, and helped to establish Innovative Financial Partners Ltd. As one of the co-founders of the company, Ken's first goal is always to help his clients by offering them the best possible advice to help meet their individual goals. Ken has completed his C.F.P., I.F.I.C, and C.S.C, guaranteeing that he is well educated within his field. Before entering the field, Ken gained a lot of knowledge and experience by learning from his family, as his father and grandfather were involved in the business for over seventy years.
Originally from Montreal, Ken received a hockey scholarship to The University of Massachusetts. As a goaltender, he played a key role on the varsity team. While at UMass, Ken studied finance and graduated cum laude. Today, Ken trains for and participates in marathon when and where he can. He has successfully completed both the Chicago and New York marathons in the past few years. Along with his love for athletics, Ken is keen about traveling, reading, and coaching children in their athletic competitions. Ken is active in a number of different charities, including The Baycrest Centre for Geriatric Care, Best Buddies International, and The Down's Syndrome Association of Canada. Ken lives with his loving wife, Cindy, and baby girl, Betsy, in the Greater Toronto Area.
Martin Firestone
Travel Insurance Principal/Advisor
A long standing Partner and Associate of Martin Shaw, Martin Firestone brings significant consulting expertise in the areas of Group Benefits, Life, Disability, Critical Illness and Investment strategies. As a Principal of DOT Integrated Financial, Martin's personal, creative approach has helped clients in a vast range of fields to identify and achieve their personal and business insurance and financial goals. Martin works closely with his clients to resolve all issues to their ultimate satisfaction. He prides himself in keeping clients abreast of product changes and innovations and ensuring that their solution continues to perform with maximum effectiveness.
Among Martin's accomplishments during his time with DOT Integrated Financial has been the creation and development of TravelSecure, an organization with the ability to provide an innovative range of options for medical/dental care coverage for out-of-country travel as well as coverage for expatriates (Canadians working abroad) and foreign visitors and students in Canada. In addition, Martin has successfully developed and launched a number of unique programs for associations that have met with substantive client participation and satisfaction.
A graduate of York University, he is active in the community and is on the Executive of the Annual Strike Out Cancer Charity Event.