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Alan Bevan

Investment AdvisorPortfolio ManagerVice President

  • CFP®
  • CIWM

"Sound investment advice built to help weather all market conditions"

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 20 years at TD Wealth Private Investment Advice. He holds numerous investment certifications as well as a degree in Economics from the University of Victoria.



Vaughan Bevan Wealth Management Group consists of Todd Vaughan, Vice President & Investment Advisor; Alan Bevan, Vice President & Investment Advisor; Roohi Bansal, Assistant Investment Advisor; Shaun Gallant, Assistant Investment Advisor and Jennifer Banner, Client Relationship Associat. Vaughan Bevan Wealth Management 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.

ADDITIONAL CONTACT

Toll Free: (800) 276-4967
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

EDUCATION

University of Victoria -- Bachelor of Arts

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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