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Meir Rotenberg

Vice PresidentInvestment Advisor

  • CFA®

"Working together to help you achieve what truly matters to you"

The Need

In today’s world of endless possibilities, growing complexity but increasingly limited time, it is critical that one find a investment advisor who considers the opportunities, weighs the risks, selects carefully and cares deeply about the results.

Look no further.

The Offering

The process begins with your goals and dreams.  Together we design a realistic long-term plan that is positioned to help meet your goals while providing a strong and realistic chance of reaching your dreams.   

The plan is then implemented, tracked, reviewed and updated as needed, consulting with you each step of the way.

We then work to ensure your assets and income are prudently protected.

Significantly, everything is done with a close eye on tax efficiency and cost minimization.  

Additionally, I donate a percentage of all fees to charity.

Lastly, well aware that we are in a service industry, one of our priorities is to ensure that your experience always meets or exceeds expectations. 

The Advisor

I have been advising families for 17 years.  I hold Chartered Financial Analyst ® (CFA ®) and Professional Financial Planning (PFP) designations.

Prior, I advised corporations, working as an Investment Banker for eight years, on Wall and Bay Street with JP Morgan and Merrill Lynch.

Originally from Montreal, I completed a Bachelor degree in electrical engineering from the University of Waterloo and an MBA from Columbia University in New York. 

I am married and have two children.

The Consultation

The time you spend discussing your financial goals and dreams may be the best investment you make. Please contact us to book your free, no-obligation consultation.

ADDITIONAL CONTACT

Toll Free: (800) 382-4964
Fax: (416) 512-8451
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

Monthly Updates

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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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