Clarity · Conviction · Consistency · Communication

These principles are at the core of Adam Oberman’s approach to wealth management and client service.

With over 20 years at TD Wealth Private Investment Advice, Adam holds FCSI®, CIM®, Options Licensing, and a Certificate in Retirement Strategy. As a former TD Wealth Branch Manager, Adam has led and mentored a team of successful advisors, enhancing his leadership and financial expertise.

Adam specializes in total wealth planning—a comprehensive approach that combines Investment Management with Retirement Planning, Insurance Solutions, Will and Estate Planning, Tax Strategy, and Legacy Creation, engaging TD specialists where needed. By integrating these complementary components, Adam delivers tailored strategies that help build, grow, and preserve wealth for generations.

Adam is a Life Insurance Advisor with TD Wealth Insurance Services. Supported by a team fluent in English, Mandarin, and Cantonese, Adam delivers clear, personalized advice tailored to every client’s needs.

Based in Vaughan with his wife, Gloria, and their three sons, Adam enjoys skiing, hiking, taking part in his kids' activities, and traveling to explore new cultures, with recent trips including Spain, Japan, and Italy.