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Senior Portfolio ManagerSenior Investment Advisor
Sound investment advice built to help weather all market conditions
1070 Douglas Street 2nd Floor Victoria, BC V8W 2C4Map
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.
Vaughan Bevan Wealth Management Group consists of Todd Vaughan, Senior Portfolio Manager; Senior Investment Advisor; Alan Bevan, Senior Portfolio Manager; Senior Investment Advisor; Roohi Bansal, Client Relationship Associate; Shaun Gallant, Client Relationship Associate and Rose Whitehouse, Client Service Associate. 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.
Toll Free: (800) 276-4967
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
University of Victoria -- Bachelor of Arts
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.