Martin Hoffman

Profile Image
Martin Hoffman

Portfolio Manager

Investment Advisor

CFP®

FCSI®

CIWM

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(250) 356-4140

Office Location

1070 Douglas Street 5th Floor Victoria, BC V8W 2C4. map

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.

Phone

Toll Free

(888) 922-4041

Fax

(250) 356-4166

Branch Phone

(250) 356-4104

Branch Fax

(250) 356-4166

Certificates

CFP®

FCSI®

CIWM

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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