Meet The Team

Investment Advisor

Portfolio Manager

BA

PFP

CIM®

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.

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.