Working together to help you achieve what truly matters to you
2 St. Clair Avenue East 2nd Floor Toronto, ON M4T 2T5Map
R.S. Wealth Management
Team
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.
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722
Vice President
Investment Advisor
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.
Vice President
Investment Advisor
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.
As a Life Insurance Advisor with TD Wealth Insurance Services, Andrew provides the tax-effective estate planning Strategies and income protection strategies that have proven to be valuable to clients financial and estate planning. 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 Award1 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.
Client Service Associate
Jean Paul, known as JP, leverages his personable nature and financial background to fulfil his role as our team’s chief relationship manager. He communicates informative materials to our clients to help keep them up-to-date on market and industry trends and to help them understand our services and capabilities.
JP assists clients with their Tax Free Savings Accounts, reviews and rebalances portfolios for Andrew and AJ, helps to ensure our clients’ cash is hard at work, makes client service recommendations to Andrew and AJ, prepares for meetings, and provides administrative support as needed. He plays an important role in helping to ensure that our trades are executed efficiently and precisely.
JP graduated with honours from the University of Guelph with a Bachelor of Business Administration in
Finance and joined TD in 2013. He worked at TD Canada Trust for several years, assisting clients with investment plans, investment management, mortgage advice, and more. During this time, he was one of the top Financial Advisors in Canada at channelling business to specialists across TD Bank Group and has also won the TD Star2 Award. JP is currently working towards earning his options license.
After work, JP enjoys time spent with family and friends, exploring the Toronto culinary scene and supporting local sports teams.
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.
Client Service Associate
Jane has worked in financial services since 2003. She holds a Bachelor of Arts from University of Toronto and has completed the Canadian Securities Course (CSC), Personal Financial Planning (PFP®), Conduct and Practices Handbook (CPH) and Branch Compliance Officer Courses (BMC) with the Canadian Securities Institute. She has also completed the Labour Sponsored Investment Funds Course (LSIFs) from the Investment Funds Institute of Canada (IFSE).
Prior to joining our team, Jane was a Senior Account Manager at the Royal Bank of Canada and a Financial Advisor, Small Business Advisor, Assistant Branch Manager, and Branch Compliance Office at TD Canada Trust. She leverages this vast experience to help manage our administrative hub: opening accounts, organizing hedge fund documents, making transfers and efficiently taking care of our paperwork. Jane loves the challenge of getting to know our diverse clients and to help address their different requests.
Outside of work, Jane spends time with her husband and young toddler. She enjoys movies, studying at the Royal Conservatory of Music.
Client Service Associate
Our team's newest member, Simon uses his analytical background to research current and prospective securities for the portfolio. He holds a Bachelor of Science in Mathematics and Statistics from the University of Toronto and certificates from the University of Toronto School of Continuing Studies for Financial Analysis & Investment Management and Financial Trading & Options Strategies. He is currently pursuing the CFA (Chartered Financial Analyst) designation.
Outside of work, Simon is a PC enthusiast who keeps up to date on current technologies for PC and an expert in building custom PCs.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.
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Tax and Estate Planner
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Estate Planning Advisor
Trust Officer
High Net Worth Planner
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Estate Planning Advisor
Vice President, Philanthropic Advisory Services
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