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Vaughan Bevan Wealth Management Group

"Working together to help you achieve what truly matters to you"

  • 1070 Douglas Street 5th Floor Victoria, BC V8W 2C4Map

Communication. Consistency. Commitment.

These core values of the Vaughan Bevan Wealth Management Group represent the framework of our success.

Our goal is to apply investment discipline with a transparent and straight forward process to help clients feel comfortable knowing the interest of their families is paramount in every decision we make.

We draw on the extensive resources within the TD Bank Group complimenting our strategic decision making process.Together Vaughan Bevan Wealth Management Group consists of a support team with over 30 years of experience and an investment team managing close to half a billion dollars in assets.

Being a client of the Vaughan Bevan Wealth Management Group means you can expect to receive:

  • A detailed discussion and understanding of your financial situation and investment objectives.
  • Portfolio monitoring, Risk management, and rebalancing.
  • Access to a managed account program removing the need to approve every transaction personally.
  • Access to outside expertise with professional affiliates.
  • Regular updates, including monthly newsletter and quarterly portfolio reviews.

In order to provide a high level service commitment we focus on clients with more than $500,000 in investable assets. To discuss your investment strategy, schedule an appointment, or inquire further about our services please contact Shaun Gallant 250-356-4060.

Vaughan Bevan Wealth Management Group consists of Todd Vaughan, Vice President, Portfolio Manager; Alan Bevan, Vice President, Portfolio Manager; Jennifer Banner, Assistant Investment Advisor; Shaun Gallant, Assistant Investment Advisor; Roohi Bansal, Assistant Investment Advisor. Vaughan Bevan Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.



ADDITIONAL CONTACT

Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

Meet The Team

We're redefining private wealth management.

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

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Monthly Perspectives September 2017

For the previous issue of Monthly Perspectives entitled "Rateshock" we sat down with three leading fixed income portfolio managers to get their views on the current state of fixed income markets.

Financial Blind Spots - May 2017

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Forward perspectives

The Turning Tide
After close to a decade of extreme accommodation from central banks, we are beginning to see signs of a monetary policy pivot. For the first time since 2010, the global economy has been enjoying synchronized cyclical economic growth, which has led some central banks to begin moving the monetary policy dial from emergency to neutral.

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