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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

A Deeper Discovery

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.

    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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