Meet The Team
Client Relationship Associate
CIM®
Accumulating 26 years of experience within TD Bank Group, Shaun is well versed in retail banking and investment strategies. Shaun provides a complementary focus on retirement planning and portfolio management within the Vaughan Bevan Wealth Management Group. With a forward thinking mindset to accomplish goals, Shaun has the aptitude to help him deliver client satisfaction. Shaun's industry-specific educational accomplishments include holding the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM®) designations.
Client Relationship Associate
MBA
Roohi joined the Vaughan Bevan Wealth Management Group in July 2014. She brings over two years of experience in the financial industry to this position. Roohi has a strong passion for the investment industry and is dedicated to providing clients with the highest level of service by assisting them in a timely and efficient manner. She holds a Master in Business Administration (MBA) with a major of Finance, and has completed the Canadian Securities Course (CSC®) and Wealth Management Essentials Course (WME). Roohi is fluent in Hindi and Punjabi.
Client Service Associate
B.A
Rose Whitehouse, Client Service Associate, started her TD career in 2017, joining TD Wealth Private Investment Advice in 2018. Born and raised in N'djamena, Chad Rose is bilingual in French and English. She is efficient, attentive, and holds superior communication skills. With an interest in politics and economics Rose obtained a degree in Political Science from the University of Victoria and has successfully completed the Canadian Securities Course (CSC®).
