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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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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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