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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:
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.
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.