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Adam Oberman

Senior Investment Advisor

  • CIM®
  • FCSI®
  • B.Comm. (Hons)

Working together to help you achieve what truly matters to you

Clarity · Conviction · Consistency · Communication

These are the four building blocks which best describe Adam Oberman’s approach to personal, professional, and family wealth accumulation and asset management.

In his advisory practice, Adam endeavors to go above and beyond day-to-day investment recommendations and portfolio building – important though they are.

He believes in total wealth planning: a holistic approach to wealth accumulation that encompasses financial and investment advice, insurance strategy, will and estate planning strategies as well as legacy creation strategies.

It is Adam’s conviction that ultimately all these issues are inter-related. No professional long-term approach to wealth building and preservation can afford to ignore them.

In collaboration with TD specialists, Adam brings a wide and powerful range of financial disciplines and personal empathy to his work as an Investment Advisor.

Adam holds a Chartered Investment Manager designation which means he has the expertise necessary to provide money management services to high net worth and institutional clients.

Adam is a former Branch Manager and Options Trading Supervisor. He has also trained and worked as a Proprietary Trader. He is a Life Insurance Advisor with TD Wealth Insurance Services.

An over ten-year veteran with TD Wealth, Adam lives in Vaughan with his wife and three sons. His interests include spending time with family and friends, and being active in the community. His hobbies include golf, biking, and running.

He and his family travel to a different part of the world each year in an effort to experience as many diverse cultures as possible. Recent trips include Vietnam, Hong Kong, Italy, and Israel.

Heading up a team fluent in both English and Cantonese, Adam’s personal approach to his work is reflected in his passion for, and commitment to, client service.

Directly accessible to his clients, he is available by phone, e-mail and to meet in person not only during business hours, but also during evenings and weekends.


Market Commentary & Insights
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Oberman Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a wholly-owned subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (888) 301-0321
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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