Who We Are - GIC Wealth Management

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Who We Are

Brandon Brot

Brandon D. Brot, Principal

Brandon holds a Bachelor of Arts degree from the University of Western Ontario and a Masters in Business Administration from the Schulich School of Business.

Prior to joining GIC & Income Exchange Inc., Brandon spent time in the consulting division of Coopers & Lybrand (now PriceWaterhouseCoopers) and later worked with one of Canada’s largest insurance companies, managing a large portfolio of clients. In 2002, Brandon joined GIC & Income Exchange Inc. (now GIC Wealth Management Inc.).

Brandon lives in Thornhill with his wife and three children.

You can reach Brandon at brandon@gicwealth.ca

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Kevin S. Rotenberg, Principal

Kevin attended York University where he studied Business Administration. After leaving University, Kevin began his finance profession at Midland Walwyn, Canada’s last independent firm. In 1999, he moved to CIBC where continued his financial planning practice. In 2002, Kevin started GIC & Income Exchange Inc. (Now GIC Wealth Management Inc.)

Kevin lives in Richmond Hill with his wife, and three boys.

You can reach Kevin at kevin@gicwealth.ca

 

A History of GIC Wealth Management Inc.

Billions of dollars are invested in GICs each year, and the “big banks” do the lion’s share of the business. However, what most people do not realize is there are a number of strong, reputable companies that would like to attract your GIC business as well.

Kevin realized this early on in his career, and after running a small “GIC Rate” advertisement in a local Toronto newspaper, his feelings were confirmed. Clients wanted the best GIC rates possible and were willing to move away from the “big banks” as long as their investments were protected. At this time, GIC & Income Exchange Inc. was born. Brandon knew Kevin was onto something and they both recognized that with Kevin’s investment background and Brandon’s insurance background, they had the complimentary skills to succeed.

What started out as a small deposit brokerage has now turned into a full service investment firm, managing hundreds of millions of dollars in assets. Aside from GICs, GIC Wealth Management Inc. now offers Segregated Funds, GMWBs, Annuities, Insurance and RRSP/RRIF investments. In addition, in 2013 Mortgages were added to the portfolio of services.

As a result, the team felt like they needed a name and an image that better reflected all of the products and services offered. In December 2012, GIC & Income Exchange Inc. became GIC Wealth Management Inc.