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Martin Hoffman

Portfolio ManagerInvestment Advisor

  • CFP®
  • CIM®
  • FCSI®

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

Martin Hoffman, CIM, CFP, FCSI
Portfolio Manager, 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 designations include: 

  • The Certified Financial Planner (CFP) designation of the Financial Planning Standards Council, and the Canadian Investment Manager (CIM) designation of the Canadian Securities Institute.
  • Fellow of the Canadian Securities Institute.
  • University of Victoria degree in Economics (1992).
  • Graduate of the Canadian Securities Course (Honours), the Professional Financial Planning Course, and the Technical Analysis Course (Honours), of the Canadian Securities Institute.

Martin works with Peter Newman and Julia Hewison as part of the Hoffman Newman Wealth Management Group, a team of investment professionals within the Victoria office of TD Wealth Private Investment Advice that provides a full suite of wealth management services to affluent clients, including financial planning, investment management, and retirement and estate planning.    

ADDITIONAL CONTACT

Toll Free: (888) 922-4041
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

LANGUAGES

English

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.

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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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