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, integrat¬ed wealth planning, and thoughtful tax strategies to help them protect and grow their assets.
We understand that managing wealth can be challenging, so our team goal is to simplify the process with a comprehensive strategy. Despite the inherent com¬plexity 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 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.