Who We Are - GIC Wealth Management

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1-866-228-9442

Welcome to GIC Wealth Management Inc.

For our full list of institutions and rates, and to be notified of future rate specials Click Here

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    GIC Wealth Management Inc. is a proud member of the Registered Deposit Brokers Association.

    To learn more about the RDBA please click   www.rdba.ca for more information

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Special Rates
1 year 3.08% *
2 year 3.29% *
3 year 3.40% *
4 year 3.46% *
5 year 3.60% *
Minimum Investment $25,000*

CDIC Deposits Insured up to $100,000 DICO Deposits Insured up to $250,000

Today's Rates

As of 18 Dec 2018
TermGICRRSPRRIF
13.000%2.890%2.890%
23.160%3.160%3.160%
33.260%3.260%3.260%
43.400%3.400%3.400%
53.490%3.490%3.490%

For all our rates, click here to register or login.

Rates are subject to change without notice.
Certain minimums may apply. Call for details.
E&OE.

Proud Members of the RDBA

GIC Wealth Management Inc. is a member of the Registered Deposit Brokers Association. The RDBA is the professional standards Self-Regulatory Organization (SRO) for the Canadian Deposit Broker Industry. Membership in the organization includes Financial Institutions, Deposit Brokers and their representatives. The organization is a strong supporter of a regulated industry and strives to work closely with federal and provincial governments and other regulators to insure investor safety and compliance with regulatory mandates.With every deposit we make on your behalf, a Client Consent and Information Form issued by the RDBA and signed by the client is required. If you have any questions about the RDBA, or the required form, please contact us.

Contact Us

FYI / Blog

We are constantly sending out rate specials, product announcements, updates, newsletters and tips. If you would like to receive this information, please sign up for our rate sheet, or visit our “FYI” page!

3 Reasons Why GIC Wealth Management Offers Higher GIC Rates than Banks and Credit Unions. Click here

FAQ: Understanding Depositor Insurance in Canada
There are four different types of depositor insurance programs in Canada. Read this FAQ for the basics on how they work and what they cover. Click here
 

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Testimonials

I have used the services of GIC Wealth Management Inc. for the past 8 years, and have found both Kevin and Brandon to be very helpful and knowledgeable in the investment industry. It has always been a quick and simple process to have my investments transferred to one of the institutions they represent. I will definitely keep my investments with GIC Wealth.”

– EA, Toronto

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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.

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