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.