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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Todd Gotlieb, LL.B
Dylan Kerney
Portfolio Manager
Mathew Cain
Associate Portfolio Manager

Team values

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Client-First Approach

GBK Strategic Financial Partners prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of GBK Strategic Financial Partners. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At GBK Strategic Financial Partners, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

2007

Todd began his career in financial services by founding his own insurance practice, offering clients tailored risk management solutions and building long-term relationships through trust and personalized service.

2007

Todd served as Investment Advisor and Insurance Broker at GBK Strategic Financial Partners. With over 16 years at GBK, Todd developed a comprehensive advisory practice. He provided both insurance and investment guidance, helping clients navigate all stages of wealth planning with an integrated, client-first approach.

2008

Todd broadened his offerings to meet evolving client needs by incorporating mutual fund and other investment solutions into his advisory model.

2023

Further expanded his advisory toolkit with ETF licensing, allowing him to build more flexible, cost-effective portfolios for clients seeking efficient market exposure.

2024 - Present

Transitioned to Optimize to align with a firm that prioritizes innovation, transparency, and client-driven financial strategies. At Optimize, Todd continues to focus on investment advisory and client management, leveraging a full suite of planning tools to help clients reach their financial goals with clarity and confidence.

Supporting our community

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Todd Gotlieb has been an active supporter of Autism Speaks Canada, creating several fundraising campaigns to raise awareness and financial support for the organization. His commitment to the cause reflects a deep sense of responsibility and compassion, making a lasting impact on families and individuals across Canada.

 

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From 2008 to 2009, Todd served as a board member for the Brain Injury Society of Toronto. In this role, he contributed to governance discussions, strategic planning, and community outreach initiatives that supported individuals living with the effects of brain injury. 

 

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Promoting cultural awareness and unity is a key focus for GBK Strategic Financial Partners. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada.