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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.
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“With Todd and Alan, we found such an ease and an honesty and transparency and that’s never
changed in the 11 years that I have worked with them.”
- Kate Phoenix, Vaughan Bevan client since 2007*
* As of January 4th, Unique experiences and past performances to not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the view of others. they have been reviewed and approved in writing for public use.
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
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
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, our 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 me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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