Collaborative Efforts Drive Success
R.S. Wealth Management offers discretionary wealth management advice and service within TD Wealth Private Investment Advice. We are proud to profile our backgrounds and credentials.
Andrew Rotstein
Investment Advisor, Portfolio Manager, PFP®, BA, CIM®
T: 416 308 8745
E: andrew.rotstein@td.com
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 a Life Insurance Advisor with TD Wealth Insurance Services, AJ is also licensed to provide sophisticated options and derivatives strategies to help his clients hedge against risk. 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.
Andrew Schwartzberg
Investment Advisor, Portfolio Manager, CIM®, BBA (Hons)
T: 416 308 8736
E: andrew.schwartzberg@td.com
Andrew Schwartzberg along with Andrew Rotstein co-lead the R.S. 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 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.
1The 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.
Michael Little
Investment Advisor, CFP®
T: 416 307 8409
E: Michael.Little@td.com
With over 15 years of banking experience, most recently as a Senior Financial Planner at TD Wealth, Michael specializes in holistic wealth management, comprehensive financial planning, and cultivating strong, long-term client relationships. Michael's career has been built on helping individuals and families align their financial goals with personalized strategies that balance growth, risk management, and tax efficiency. As a holder of the Certified Financial Planner (CFP) designation, Michael brings a disciplined, client-first approach rooted in professionalism, integrity, and a commitment to delivering clear guidance in an increasingly complex financial landscape.
Outside of Michael's professional life, he is a proud father of three young children, including twins, and enjoys spending quality time with his family including travelling to the next beach destination. Michael is also an avid golfer and sports enthusiast, pursing an active lifestyle that keeps him energized both personally and professionally.
Conor White, Client Relationship Associate
T: (416) 982-6881
E: Connor.white@td.com
Conor graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration (BBA) degree, specializing in Finance. He holds both the Chartered Market Technician (CMT) and Chartered Investment Manager (CIM®) designations.Conor began his career in 2016 in Retail Banking as a Financial Services Representative and has since advanced to more senior roles, including Client Associate, Associate Investment Advisor at CIBC Private Wealth, and Wealth Advisor Associate at Raymond James.
Currently at R.S. Wealth Management, Conor is dedicated to exploring the financial markets and delivering exceptional client service. He effectively manages client relationships by providing tailored solutions and actively rebalancing portfolios. As a trusted resource, Conor offers customized advice that meets each client's unique needs.
Outside of work, Conor is inquisitive by nature, with interests in art and music. He enjoys travelling and keeping up to date with the latest technological advancements in the world of innovation.
Simon Huang, Client Service Associate
T: (416) 634-1443
E: Simon.Huang1@td.comSimon uses his analytical background to perform analysis across our book of business. He assists AJ and Andrew in reviewing and rebalancing client portfolios by using tools he's created to efficiently perform single portfolio rebalances to book wide portfolio analysis.
Simon graduated with a Bachelor of Science in Mathematics and Statistics from the University of Toronto and holds certificates from the University of Toronto School of Continuing Studies for Financial Analysis & Investment Management and Financial Trading & Options Strategies. He joined TD and our team in 2019, primarily assisting the team with securities, data and portfolio analysis. He is also a recipient of the TD Wealth Star* Award in 2022.
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. He also enjoys playing guitar and singing in his spare time.
Natania Grgurevic, Client Service Associate
T: (416) 982-6053
E: Natania.grgurevic@td.comNatania holds an Honours Bachelor of Business Administration degree and has completed the Canadian Securities Course (CSC®) and Conduct and Practices Handbook Course (CPH®). She began her career at TD in 2020 and joined the R.S. Wealth Management team after working as a Manager of Customer Experience in TD’s retail division.
With the team, she uses her thorough knowledge of complex banking practices to address a wide variety of client needs. This includes opening accounts, processing transactions, and acting as a link across different lines of business at TD for the convenience of our clients.
On a personal note, Nat started playing hockey in her youth and will continue to play for as long as she can! She always makes sure to save time for giving back to the community too, oftentimes volunteering with TD at different events.
Winston Kirk, Administrative Associate
T: (416) 296 4822
E: Winston.kirk@td.com
With Business Economics studies from York University, and seven years at TD retail banking, Winston brings a solid foundation in financial services.
Holding an IFIC certification, he is passionate about helping clients navigate their financial goals and is always excited to contribute within TD.
Outside of work, Winston is a man of varied pursuits - he studied vocal performance at the Royal Conservatory of Music, has a deep passion for car racing and restoration, and loves to travel. He brings the same focus and dedication to everything he does.
Meet The Team
Client Relationship Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
Trust Officer
High Net Worth Planner
Estate Planning Advisor
Vice President, Philanthropic Advisory Services
Tax and Estate Planner
Estate Planning Advisor
TD Wealth Private Banking
Anthony Sanzo
As a Private Banker, with TD Wealth Private Banking I understand the often complex needs that go together with busy lifestyles and growing wealth. I will be your primary point of contact. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.
Marc Yagin
As a Private Banker, with TD Wealth Private Banking I understand the often complex needs that go together with busy lifestyles and growing wealth. I will be your primary point of contact. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.
Jake Silverman
As a Private Banker, with TD Wealth Private Banking I understand the often complex needs that go together with busy lifestyles and growing wealth. I will be your primary point of contact. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.
