Oberman Wealth

Lorraine is an Associate Investment Advisor with Oberman Wealth Management Group. Lorraine holds the Chartered Investment Manager (CIM^®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. Lorraine has also successfully completed Level II of the CFA Program and has over 12 years of investment industry experience.

Before joining TD Wealth in 2015, Lorraine worked with Gluskin Sheff + Associates in the Client Wealth Management division, focusing on business development, client service and portfolio management. Prior to that, Lorraine held positions in equity research, investment banking and public accounting. 

Lorraine received a Bachelor of Business Administration degree from Wilfrid Laurier University with Honours, Distinction and a major in Finance.

In her personal time, Lorraine enjoys cooking and staying active through activities such as cycling and running.

Betsy is a seasoned investment industry professional, who helps Adam in the provision of a seamless service experience for all clients.

She works with Adam to provide clients with comprehensive, integrated investment planning and total wealth management solutions and support.

Betsy is in charge of all day-to-day administrative matters within the Oberman Wealth investment advisory practice.

With a professional background as Head Administrator for a prominent national real estate company, Betsy joined RBC Dominion Securities as a Sales Assistant in 1999.

She then moved to HSBC Securities in 2004, working as a Branch Administrator & Sales Assistant. Betsy joined TD Wealth Private Investment Advice as an Assistant Investment Advisor in 2008.

Betsy lives in Thornhill with her two daughters.

Dennis is a Client Relationship Associate with Oberman Wealth. As a Client Relationship Associate, Dennis is dedicated to providing business and relationship management support, to help ensure the team provides exceptional experiences to our clients. In his role, he assists with developing wealth plans that are tailored to our clients' needs, by utilizing a disciplined discovery approach. 

Before joining TD Wealth in 2019, Dennis worked at TD Canada Trust in the Professional Lending team. Dennis developed valuable client service experience by fulfilling clients' lending requirements and working with mortgage specialists and policy advisors to help clients access capital for business and personal needs. 

Dennis received a Bachelors of Nursing (BScN) degree from Ryerson University, and has taken his passion for serving others in the Wealth Management field.

In his personal time, Dennis enjoys staying active through activities like golf, skiing and exercising at his local gym.

Payal joined TD Wealth Private Investment Advice in 2020, as an Administrative Associate. Her meticulous attention to detail with day to day operations allows the team to focus on what really matters, going above and beyond to meet and exceed clients expectations.

Payal received a Bachelor in Business Management & Marketing with Honours from the University of Westminster. Prior to relocating from London, England in 2019, Payal was an office administrator for a UK-based property consultancy firm.

In her free time, Payal enjoys spending time with friends and family, long walks with her dog and keeping active.

Jaqueline joined TD Wealth Private Investment Advice in 2022, as an Administrative Associate. Jaqueline’s keen eye for detail and commitment to achieving the highest standards contribute to her ongoing growth and success.

Jaqueline is currently working towards a diploma in Business Executive Administration. Prior to joining TD Wealth Private Investment Advice, Jaqueline held positions in client focused roles for over 10 years. Jaqueline is passionate about providing the best support and care for our clients.

In her personal time, Jaqueline enjoys acrylic painting and spending time with her husband and two children.

Gloria plays a key role in the day-to-day operations of the Oberman Wealth Management Group, ensuring the smooth and efficient maintenance of client accounts.

More than 15 years of industry experience, including numerous client-facing roles as well as branch management, have deepened Gloria’s understanding of the unique needs of affluent clients, their families and their businesses. She shares the Oberman Wealth Management Group’s commitment to providing each client with the highest possible level of service in every interaction.

When she isn’t busy with her three sons, Gloria enjoys cooking and experiencing foods of different cultures.