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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:
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.
Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
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.
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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