Oberman Mangione Family Wealth
We are proud to highlight our background and credentials.
Adam Oberman
CIM® FCSI®Senior Investment Advisor
P: (905) 474-1453
E: adam.oberman@td.com
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 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, coaching his kids' activities, and traveling to explore new cultures.
Curtis Mangione
CIM® PFP®, FCSI®Senior Investment Advisor
P: (905) 474-1402
E: curtis.mangione@td.com
Curtis is dedicated to helping high-net-worth families, business owners, and professionals achieve financial growth and security. By fostering trust and open communication, he delivers customized strategies to help enhance net worth, maximize tax efficiency, and protect wealth for future generations.
As a Senior Investment Advisor at TD Wealth Private Investment Advice, Curtis brings over a decade of experience and holds the CIM®, PFP®, and FCSI® designations. His expertise focuses on guiding multi-generational families through seamless wealth transfers that align with long-term goals.
With a disciplined approach to portfolio management and proactive wealth planning, Curtis helps clients achieve their financial objectives while preserving their legacies.
A devoted husband and father to a one-year-old daughter, Curtis values family, security, and creating lasting impact. Guided by these principles, he empowers clients to align their wealth with their vision, fostering meaningful legacies that endure for generations to come.
Lorraine Athaide, Associate Investment Advisor
Lorraine is a seasoned Associate Investment Advisor with Oberman Mangione Family Wealth, bringing over 15 years of expertise in the investment industry. She holds the prestigious Chartered Investment Manager (CIM®) designation and serves as a Life Insurance Advisor through TD Wealth Insurance Services. Additionally, Lorraine has successfully completed Level II of the CFA Program.
Before joining TD Wealth in 2015, Lorraine excelled at Gluskin Sheff + Associates in the Client Wealth Management division, focusing on portfolio management, client service, and business development. Her previous roles span equity research, investment banking, and public accounting, showcasing her diverse skill set.
Lorraine earned her Bachelor of Business Administration degree with Honours and Distinction, majoring in Finance, from Wilfrid Laurier University.
Outside of her professional life, Lorraine is passionate about traveling and maintains an active lifestyle.
John Green, Associate Investment Advisor
John Green is a seasoned Associate Investment Advisor with more than a decade of experience in the financial services industry. He began his career with TD Canada Trust in 2006, where he quickly showcased his expertise and commitment, advancing through various roles. In 2012, John transitioned to TD Wealth Private Investment Advice, where he has been dedicated to supporting client relationships and providing investment solutions tailored to individual needs. He holds the Chartered Investment Manager designation, and he is a Life Insurance Advisor with TD Wealth Insurance Services.
On a personal note, John lives in Brooklin, Ontario with his wife Allison and their two children, Annie and Ryan. As an active and engaged parent, John takes pleasure in supporting his children's involvement in sports, promoting an environment of growth and teamwork both at home and within their community.
Betsy Lee, Client Relationship Associate
Betsy brings over 20 years of investment industry experience to Oberman Mangione Family Wealth, collaborating with Adam and the team to provide wealth management solutions and retirement planning expertise. Previously, she led administrative operations for a prominent national real estate company before joining RBC Dominion Securities in 1999 as a Client Service Associate. In 2004, she moved to HSBC Securities, excelling as a Branch Administrator and Assistant Investment Advisor. In 2008, Betsy joined the Oberman Wealth Management Group as a Client Relationship Associate. Fluent in English and Cantonese.
Outside of work, she enjoys family time and supporting her daughter’s online business.
Leanne Pestell, Client Service Associate
Leanne has been with TD for over 10 years, beginning her career on the retail banking side as a Customer Service Representative. In 2017, she transitioned to TD Wealth Private Investment Advice, where she continues to dedicate time and energy to her professional growth. A graduate of the University of Guelph with a degree in Sociology, Leanne is known for her ability to build strong rapport with clients and peers, making her a valued asset to the team. In her personal time, she enjoys spending time with her husband and daughter, as well as experimenting with new recipes.
Payal Depala, Administrative Associate
Payal Depala has been an integral member of the Oberman Mangione Family Wealth team, serving as an Administrative Associate with exceptional organizational expertise. With over 5 years of service at TD and holding a Bachelor of Honors degree in Business Management with Marketing from the University of Westminster, Payal brings valuable experience from her previous role as Office Administrator at a UK-based Property Consultancy firm in London, England, prior to relocating to Canada. Her meticulous attention to detail enables seamless day-to-day operations, allowing the team to focus on exceeding client expectations. Outside of her professional responsibilities, Payal prioritizes family time, nurturing friendships, and practicing yoga.
Christine Lee, Administrative Associate
Christine has been with TD Wealth Private Investment Advice since 2018 as an Administrative Associate. With her meticulous attention to detail, Christine plays a vital role in the daily operations of Oberman Mangione Family Wealth, ensuring that each client account is thoroughly maintained and managed with care. Before entering finance, Christine spent 12 years as a legal secretary and later joined HSBC Securities in 2008, where she honed her client service skills.
Outside of work, she enjoys cooking and family time, demonstrating her dedication to balance and excellence in both her personal and professional life.
Gloria Oberman, Administrative Associate
Gloria is integral to the daily operations of Oberman Mangione Family Wealth, ensuring the seamless management of client accounts with precision and care.
With over 20 years of experience in the financial industry, spanning key client-facing roles and branch management, Gloria brings a deep understanding of the distinct needs of affluent clients, their families, and their businesses.
Outside of work, Gloria is a devoted mother to her three sons. In her free time, she indulges her passion for cooking and enjoys exploring diverse culinary traditions from around the world.
Jaqueline Harris, Administrative Associate
Jaqueline joined TD Wealth in 2022, as an Administrative Associate with over 12 years' experience. She strives to provide exceptional support to clients and teams. Jaqueline holds a diploma in Business Executive Administration, which has equipped her with the skills necessary to streamline processes and enhance organizational efficiency. In her personal time, Jaqueline practices Muay Thai and enjoys quality moments with her husband and two children looking after their farm, balancing her professional and personal life with dedication and passion.