Andrew Schwartzberg
Investment Advisor
Portfolio Manager
CIM®
BBA (Hons)
Working together to help you achieve what truly matters to you
Phone
Office Location
Andrew Schwartzberg along with Andrew Rotstein co-lead the RS Wealth Management Team. With an analytical nature as well as strong interpersonal skills, Andrew is actively involved in our team’s tax-efficient portfolio construction, strategy development and active due diligence regarding our stock selection and money manager outsourcing. He also oversees our options strategies and portfolio protection enhancements.
Andrew is also a Life Insurance Advisor with TD Wealth Insurance Services. He takes an active role in collaborating with TD specialists to ensure that affluent clients have a complete wealth plan that incorporates tax, retirement and estate planning, a Will review, business succession planning if needed, charitable giving strategies, and more.
Andrew joined our team in 2008 while completing his degree at The Schulich School of Business. His commitment to personalized service helped him win the TD Wealth Star Award* in 2013 among other industry accolades.
When he is not crunching numbers in the office, Andrew loves to explore new restaurants with his wife, Julia while avidly watching his Toronto Maple Leafs and trying to fit in a round of golf.
*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.
R.S. Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(416) 308-8722
Certificates
CIM®
BBA (Hons)
Languages
English
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning by leveraging the relevant TD Specialists
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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