.jpg?height=161&width=161
)
.jpg?height=161&width=161
)
.jpg?height=161&width=161
)
.jpg?height=161&width=161
)
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Hoffman Newman Wealth Management Group
Committed to understanding your needs and helping you achieve your vision of success
1070 Douglas Street 5th Floor Victoria, BC V8W 2C4Map
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 Ashley Camponi. We provide a comprehensive suite of wealth management services to affluent clients, including investment and wealth planning.
Based in Victoria BC, we provide complete wealth management services for clients across various provinces in Canada. By working closely with professionals from other parts of TD Bank Group, we can provide our clients with integrated private and business banking solutions, as well as estate services. We coordinate with our clients' other trusted professionals such as lawyers and accountants to assist our clients with comprehensive analysis and advice. Our track record of excellent client service and performance continues to grow, and have many satisfied clients willing to provide references to potential new clients. Our team has decades of experience and we understand 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.
ADDITIONAL CONTACT
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
Meet The Team
.jpg?width=298)
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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
[1].png?height=169&width=)
Do you know someone who would benefit from our services?
