Peter Newman, Investment Advisor,Victoria, BC

Phone

Office

Office Location

1070 Douglas St., 5th Floor Victoria, BC V8W 2C4. map

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.

Phone

Toll Free

(888) 356-6177

Fax

(250) 356-4166

Branch Phone

(250) 356-4104

Branch Fax

(250) 356-4166

Certificates

FCSI®

CFP®

CIWM

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.