Meet The Team

Investment Advisor

Portfolio Manager

CIM®

BBA (Hons)

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.

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.

English

Client Service Associate

Simon 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.

* 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.

Administrative Associate

Natania holds an Honours Bachelor of Business Administration degree from Lakehead University. She began her career at TD in 2020 and has 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.