Skip to main content

Oberman Wealth

Working together to help you achieve what truly matters to you

Oberman Wealth offering

We are proud to provide tailored investment advice within a full-service wealth management solution. Designed to help simplify and enhance your life, our unique solutions rely on insightful expertise drawn from a thorough understanding of your needs. We understand these needs by developing a genuine personal relationship built on mutual trust, honesty and communication. Our long-term commitment to this relationship allows our service to grow and adapt with you, your family and your business as you move through the many distinct phases of life.

Serving affluent clients with specific needs

Our clients are affluent individuals, families, business owners, and corporations with sizeable investable assets and a wide variety of complex financial needs. Our clients are looking for consistent capital preservation, balanced growth, integrated wealth planning, and thoughtful tax strategies to help them protect and grow their assets.

Holistic services

We understand that managing wealth can be challenging, so our team goal is to simplify the process with a comprehensive strategy. Despite the inherent complexity within wealth management, we believe that by integrating all aspects of your financial picture we can simplify the process considerably. This holistic plan then releases you to focus on helping you achieving your own personal vision of success while we concentrate on executing your unique strategy. We aspire to deliver the results you expect and the service you deserve, and are committed to continually earn your business throughout the course of our relationship.

Each member of our team shares the same dedication to making your needs our highest foremost priority.

Our approach:

Our simple investment and wealth planning process is imperative to help keeping your plans aligned with your goals and circumstances as they change over time. Working together, we help translate your vision into concrete goals, with a particular focus on your family, home, career, well-being, lifestyle, and legacy.


Your personal wealth strategy

We believe that your personal wealth strategy is the foundation of your financial success. This strategy begins with a thorough understanding of the most important aspect of this plan – you.

Together we will explore your personal values and beliefs, your financial past and present including family dynamics and professional interests, as well as your future goals for yourself, your family, and your business.

Once the complete picture has been established, we carefully create your personal wealth plan that acts as the road map to help you to achieve your goals. Woven throughout the strategy is a detailed analysis of the tax strategies and insurance considerations thanks to our TD specialists that need to be addressed over the plan’s time period.

A disciplined, balanced approach to your investment portfolio

We believe the cornerstone of every wealth strategy is sound investment management. A key strength of the Oberman Wealth Management Group is an investment philosophy that is rigorous, disciplined and comprehensive with a conservative, balanced approach to wealth preservation and growth.

An integrated wealth management approach

As our client, you can benefit from having access to a wide range of TD specialists dedicated to meeting the needs of affluent clients.

This means that whether you are looking for:

We can comprehensively and efficiently help to serve you while keeping your wealth plan intact. This holistic approach strives to ensure your overall strategy is never compromised.

Oberman Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of the Toronto-Dominion Bank.


Toll Free: 1(888) 301-0321
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

Meet The Team

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.


You have questions, I have answers. Let's have a quick chat.

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.

Investing in the next decade: The future is green

The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?