Alan Bevan
Alan Bevan
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIWM
CIM®
Sound investment advice built to help weather all market conditions
Phone
Office Location
Driven to protect wealth, create income, and grow assets; Alan's believes that success is a true reflection of his dedication. As a focused Portfolio Manager Alan mixes proactive decision making with a strong work ethic which he feels inspires both his clients and his peers.
He has been advising clients across Canada for the past 23 years at TD Wealth Private Investment Advice. He holds numerous investment certifications as well as a degree in Economics from the University of Victoria.
Phone
Fax
(250) 356-4166
Certificates
CFP®
CIWM
CIM®
Education
University of Victoria -- Bachelor of Arts
Vaughan Bevan Wealth Management Group
Our role helping protect a family’s wealth is a profound responsibility that we don’t take lightly. We know your wealth isn’t just a statistical figure—it represents freedoms and opportunities that you’ve created, not just for your life, but for your legacy. That’s why we keep our client pool small, ensuring we can give each of our clients the attention they deserve. Our greatest reward comes from the trusting relationships we build with our clients, and the feeling we get when we hear that we have helped make a positive difference in their lives.