Meet The Team

Senior Investment Advisor

CIM®

B.Comm. (Hons)

FCSI®

Clarity · Conviction · Consistency · Communication

These are the four building blocks which best describe Adam Oberman’s approach to personal, professional, and family wealth accumulation and asset management.

In his advisory practice, Adam endeavors to go above and beyond day-to-day investment recommendations and portfolio building – important though they are.

He believes in total wealth planning: a holistic approach to wealth accumulation that encompasses financial and investment advice, as well as strategies for insurance, will and estate planning, and legacy creation.

It is Adam’s conviction that ultimately all these issues are inter-related. No professional long-term approach to wealth building and preservation can afford to ignore them.

Adam lives in Vaughan with his wife and three sons. His interests include spending time with family and friends, and being active in the community. His hobbies include golf, biking, and running.

He and his family travel to a different part of the world each year in an effort to experience as many diverse cultures as possible. Recent trips include Vietnam, Hong Kong, Italy, and Israel.

Heading up a team fluent in both English and Cantonese, Adam’s personal approach to his work is reflected in his passion for, and commitment to, client service.

Client Relationship Associate

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 Management Group 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.

Administrative Associate

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.

Administrative Associate

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.