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Oberman Wealth

Working together to help you achieve what truly matters to you

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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 sizable 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.

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Market Commentary & Insights
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Oberman Wealth or Oberman Wealth Management Group 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.

ADDITIONAL CONTACT

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

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

REQUEST AN APPOINTMENT

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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