Vaughan Bevan Wealth Management Group, Investment Advisor,Victoria, BC

What does success mean to you?

It’s perhaps the most important question we ask our clients, and the answer is the driving force behind every good wealth strategy. That’s because excellence in wealth management is about more than investments and returns—it’s about understanding your personality, your goals and your motivations, and then crafting a personalized wealth plan that’s right for you.

As two of Victoria’s top Portfolio Managers specializing in high, and ultra-high net worth clients, we are serious about our role in helping to protect and build our client’s wealth. By offering what we believe is the best objective, dispassionate advice that is tailor-made for you, Vaughan Bevan will help you make more informed financial decisions and build toward greater success, however you define it.

Excellence in wealth management is also about having the scope, focus and experience to make your plan work. Scope lets us examine all aspects and avenues of wealth management, while focus and experience help ensure we make the right decisions. Vaughan Bevan has been making the right decisions for over 25 years, and it shows. Our record of success through both the good times and the bad is a testament to the value of our proven process, the power of TD’s resources, and the strength and integrity of our collaboration in helping you protect your family’s wealth.

Our Vision of Success

Our role helping protect a family’s wealth is a profound responsibility that we don’t take lightly. We know your wealth isn’t just a statistical figure—it represents freedoms and opportunities that you’ve created, not just for your life, but for your legacy. That’s why we keep our client pool small, ensuring we can give each of our clients the attention they deserve. Our greatest reward comes from the trusting relationships we build with our clients, and the feeling we get when we hear that we have helped make a positive difference in their lives.

With Vaughan Bevan, we'll strive to help you:

Become part of a handful of other high and ultra-high net worth clients
Receive objective, informed and strategic advice from industry specialists
Enjoy the insight of a hand-picked team of TD Specialists who have your best interests in mind
Stay informed with timely, regular updates that fit your needs
Benefit from an in-depth discovery of your Wealth Personality, informed by TD’s pioneering application of Behavioural Finance and Economics Theory, and enhanced by our experience, knowledge, and insight
Gain access to a managed account program, removing the need to personally approve every transaction

Our Process

Step One - Plan
Your first meeting will be the initial step in a detailed and powerful discovery process guided by either Vaughan Bevan or your TD Wealth Advisor. Using the latest revelations in behavioural finance, we will gain vital insight into what we call your “Wealth Personality,” revealing your financial blind spots and your motivations. Once the groundwork has been laid, we will dig even deeper, using our own knowledge and experience to bring your needs into sharper focus.

From there, we will create a custom plan that is built upon Four Pillars of Wealth—building net worth, implementing tax-efficient strategies, protecting what matters, and leaving a legacy—and tailored to your specific needs.

Step Two - Implement
With a personalized plan now developed, we will review everything in detail, establish your accounts, and connect with other professionals on your team, like your lawyers and accountants. Once everything is aligned, we will put your financial plan into action.

Step Three - Review
Three months later, we will meet again to review our progress and help ensure all of your needs are being addressed. We will then assign dates to review your plan’s progress, and keep you updated with timely communication on a schedule that works best for you.

*As of January 4th, 2019. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

ADDITIONAL CONTACT

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

Rediscovering Discovery

Supporting our deep commitment to our clients is our discovery process, which helps us — and you — learn vital information about your financial profile that traditional discovery methods can miss. Grounded in Behavioural Economics and Finance Theory, TD's discovery process leads off with a Five Factor Model of Personality assessment designed to flag your financial blind spots, uncover your financial biases, precisely ascertain your risk tolerance and identify personality traits that may affect how you perceive and react to information, with the ultimate goal of interrupting and course-correcting unfavorable financial decisions — before they are made. What’s more, by taking a thorough and systematic approach to discovery, we are able to ensure that your family members’ financial and lifestyle concerns and goals are heard, understood and accounted for. With this valuable information, we can do our job better, by ensuring that we are addressing both your needs and your financial personality in the advice we give to you.

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows us to dig deeper and understand your personality, your goals, your family, and your motivations.

Meet The Team

Alan Bevan

Senior Portfolio Manager
Senior Investment Advisor

Todd Vaughan

Senior Portfolio Manager
Senior Investment Advisor

Shaun Gallant

Client Relationship Associate

Roohi Bansal

Client Relationship Associate

Rose Whitehouse

Client Service Associate

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

SUSTAINALYTICS - A Global Leader in ESG and Corporate Governance

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

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Additional TD Specialists

John NicollsBusiness Succession Advisor

Mark RogersEstate Planning Advisor

Oana PapucHigh Net Worth Planner

Treva Newton Tax and Estate Planner

Jo-Anne RyanVice President, Philanthropic Advisory Services

Nicola SadlerExecutive Trust Officer

Barry TrischukHigh Net Worth Planner

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.

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If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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TD Economics

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

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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