The Partners

“The changing landscape of retirement – what you don’t know could hurt you.”

Michael Bronstine

Managing Partner & Co-Founder

michael@gbkstrategic.com

Michael provides customized, in-depth investment advice, insurance strategies and financial planning for clients and their families.  Areas of expertise include planning for business owners, inter-generational wealth transfers, retirees and those approaching retirement, and charitable bequests.

Michael understands that each retirement situation is unique and uses his expertise and detailed process to create a personalized approach to retirement income planning.  Many factors are unique to each retirement situation, and thorough financial planning process combined with a balanced approach to investing will lead to long-term success and help his clients achieve their financial dreams.

“To become rich, you have to make money while you’re sleeping.”

Todd Gotlieb

Partner & Co-founder

Investment Funds Representative with Investia Financial Services Inc.*

todd@gbkstrategic.com

Todd is a goal-based financial advisor who provides comprehensive investment planning services to successful professionals and business owners.

Todd collaborates directly with clients designing an investment strategy considering their unique goals and attitudes towards risk as well as their tax, legal and estate requirements

In addition to working directly with clients, he spearheads the research on new investment opportunities and carefully monitors current ones.  Todd is also a frequent commentator on the markets in the press.

Outside the office you will find Todd at his favourite golf course or in his home studio working on his latest song.  A father of 2 boys keeps Todd busy 24/7.

“All of my clients are unique, and I enjoy helping create unique solutions to simplify their complex problems.”

Julie Katz

Partner

julie@gbkstrategic.com

Julie manages GBK’s Employee Benefits division  – where she helps companies design cost-effective benefits solutions geared towards attracting and retaining top talent. An experienced practioneer for over 25 years, Julie’s clients will be the first to tell you that nobody fights for her clients like she does. Developing long standing relationships through care and listening to the needs of both business owners and employees, she has risen to the top in her field.

Outside the office Julie will either be taking a spinning, Pilates or yoga class. A mother of 3 and a wife of over 30 years keeps Julie active and productive.