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.