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 Certified Retirement Specialist and 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.
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.