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Andrew Rotstein

Investment Advisor

  • BA
  • PFP
  • CIM®

Working together to help you achieve what truly matters to you

For more than 20 years, Andrew (AJ) Rotstein has specialized in managing income-generating investments and risk and tax-planning strategies. His skills help affluent families to preserve and grow their wealth while protecting their incomes and lifestyles. A University of Western Ontario grad and member of the TD President’s Club1, AJ is licensed to provide sophisticated options and derivatives strategies to help his clients hedge against risk. He is a Life Insurance Advisor with
TD Wealth Insurance Services, which enables him to provide tax conscious estate strategies. AJ also holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations. His wealth plans provide big-picture strategies to help ensure clients are on track to make major purchases and address their financial needs at different life stages. 

AJ is driven to deliver meaningful advisory services that impact people’s lives. Nothing is more rewarding to him than being welcomed to his client’s weddings and other important events as a member of the family. 

With his big, sociable personality, AJ has a gift for building rapport and clearly conveying the stable, structured manner in which our team operates. When it’s time to relax, AJ enjoys spending time at the cottage with his family and enjoys cheering on the Dallas Cowboys. In the city, you’ll likely find him taking his three kids to hockey, dance, or baseball.

1President’s Club is awarded for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards. 2The 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.

ADDITIONAL CONTACT

Fax: (416) 308-8725
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722

LANGUAGES

English

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

tdam talks with amol s.jpg   

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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