Welcome to Hoffman Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
Hoffman Group Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1993.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Hoffman Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
Having known Dan for many years, he and his team have been a pleasure to work with. My wife and I trust him to set up our retirement portfolio after both of us retire. Their knowledge of investment and tax strategies have been invaluable. Looking forward to a happy and prosperous new year!
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
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IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
