The Hoffman Newman Wealth Management Group is a team of investment professionals within the Victoria office of TD Wealth Private Investment Advice. The team is composed of Martin Hoffman, Peter Newman, and Julia Hewison. We provide a comprehensive suite of wealth management services to affluent clients, including investment and wealth planning.
Based in Victoria BC, we manage over $150 million in assets for clients across Canada and overseas. Our close relationship with TD Bank Group enables us to provide our clients integrated banking solutions, and access to specialists in trust, estate, and business banking services. We coordinate with trusted local professionals such as lawyers and accountants to assist our clients with comprehensive analysis and advice. We believe that we have developed a track record of excellent client service and performance, and have many satisfied clients willing to provide references to potential new clients. Over 30 years of combined experience have taught us the importance of taking a focused, consistent, investment strategy, and tailoring it carefully to the unique needs of each individual client.
We feel that we have built a core of satisfied clients by focusing on attentive client service and careful portfolio management. As a new client you can expect:
- A thorough analysis of your financial situation and investment objectives. We will take the time to listen, and to ensure that we properly understand and document your unique financial requirements and investment objectives.
- A detailed Financial Plan and written Investment Policy Statement.
- A discussion about risk, and a strategy to address risk control.
- A disciplined and consistent portfolio management process based on proven results.
- Regular contact and easy accessibility to those managing your money.
- Periodic performance reporting, and regular review of your investment strategy.
If you have any questions about our services, or if you would like to schedule an appointment to discuss your investment strategy, please call 250-356-4119 or email us above.
Hoffman Newman 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.