Meet The Team
Portfolio Manager
Investment Advisor
CFP®
FCSI®
CIWM
Martin Hoffman, CFP, CIWM, FCSI
Senior Portfolio Manager, Senior Investment Advisor
Martin has worked in financial services since 1994, and has experience in public accounting, tax, estate planning, and portfolio management for families, trusts, corporations, and local government. Some of his credentials include:
- The Certified Financial Planner (CFP) designation offered by FP Canada, and the Canadian Investment Manager (CIM) designation offered by the Canadian Securities Institute.
- Fellow of the Canadian Securities Institute.
- University of Victoria Bachelor's degree in Economics (1992).
- Graduate of the Canadian Securities Course (Honours), the Professional Financial Planning Course, and the Technical Analysis Course (Honours) offered by the Canadian Securities Institute .
Martin works with Peter Newman and Ashley Camponi as part of the Hoffman Newman Wealth Management Group, a team of investment professionals within the Victoria office of TD Wealth Private Investment Advice. By collaborating with TD specialists, we provide a full suite of wealth management services to affluent clients, including financial planning, investment management, and retirement and estate planning.
Hoffman Newman Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Portfolio Manager
Investment Advisor
FCSI®
CFP®
CIWM
Peter Newman, CFP, CIWM, FCSI
Senior Portfolio Manager, Senior Investment Advisor
Peter has been part of the TD Bank Group since 1995, working in positions including Branch Manager with TD Canada Trust, Financial Planner with TD Wealth Financial Planning, and District Manager for TD Mutual Funds. Since 2001 he has been focused on providing financial planning and investment advice to clients of TD Wealth Private Investment Advice. Some of his credentials include:
- The Certified Financial Planner (CFP) designation offered by FP Canada, and the Canadian Investment Manager (CIM) designation offered by the Canadian Securities Institute.
- Graduate of the University of Alberta (1995).
- The Certificate in Retirement Strategy issued by the Canadian Securities Institute.
- Graduate of the Canadian Securities Course (Honours), and the Professional Financial Planning Course.
Peter works with Martin Hoffman as part of the Hoffman Newman Wealth Management Group.
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. By collaborating with TD specialists, we provide a full suite of wealth management services to affluent clients, including investment, wealth planning, retirement and estate planning.
Hoffman Newman Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Client Service Associate
BBA
Additional TD Specialists
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
.jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.