About Us

Who is KB4 Communications?

KB4 Communications is led by:

Rick Kotick (MBA, CFP)

Rick Kotick (MBA, CFP)

My Background:

  • Started my career as a broker's assistant at CIBC Wood Gundy in 1999
  • Financial Advisor at CIBC from 2000 - 2005
  • MBA from the Schulich School of Business, 2005 - 2006
  • Co-founded and ran a consulting firm specializing in trade finance
  • Joined RBC in June 2009

As head of the Competitive Intelligence Team at RBC GAM, my role includes:

  • Coaching sales teams on the ever-changing landscape of investment products
  • Creating content on competitor firms and products in the mutual fund and ETF industries
  • Conducting webinars and speaking at numerous advisor conferences and regional sales events
Leslie Baker (CFA, CFP, CIM)

LESLIE BAKER (CFA, CFP, CIM)

My Background:

  • Started in Foreign Exchange Trading & Sales in TD Bank’s Corporate & Investment Banking group
  • Held progressively more senior roles first at CIBC and now at Canada's largest and most respected financial institution, including: financial advice and relationship management; sales management; product management; government relations; and, marketing and communications

As Senior Manager of Editorial and Content Management at Canada’s leading financial institution’s Wealth Management Marketing division, my role encompasses:

  • Key leadership of marketing and communications for Canada's number one full-service wealth management provider
  • Marketing and communications covering advisors, clients and management, all requiring various tools and resources
  • Working across all mediums, from print to advertising to social media