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.
Meet The Team
Client Relationship Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
Trust Officer
High Net Worth Planner
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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.
