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Peter Newman

Portfolio ManagerInvestment Advisor

  • FCSI®
  • CFP®
  • CIM®

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

Peter Newman, CIM, CFP, PFP
Portfolio Manager, Investment Advisor

Peter has been part of the TD Bank Group since 1995, working in positions including Branch Manager, Financial Planner, 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.  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.
  • Graduate of theUniversityofAlberta(1995).
  • The CSI Certificate in Retirement Strategy program.
  • 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 Julia Hewison.  We provide a full suite of wealth management services to affluent worth clients, investment, wealth planning, retirement and estate planning.

ADDITIONAL CONTACT

Toll Free: (888) 356-6177
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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    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

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    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

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    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

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