Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIWM
CIM®
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.
University of Victoria -- Bachelor of Arts
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
CIWM
Todd Vaughan is a highly accomplished Portfolio Manager who is never satisfied with the status quo and constantly challenges his methodology and the material facts with a desire to yield industry leading results.
Born and raised in Victoria, Todd holds a degree in Economics from the University of Victoria as well numerous investment certifications. He has been providing comprehensive wealth management, retirement planning, estate strategies and insurance strategies to individuals, corporations, small business owners and foundations for 30 years.
University of Victoria -- Bachelor of Arts
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 as well as completing the Canadian Securities Course (CSC®), Wealth Management Essentials (WME®), Investment Managment Techniques (IMT®) and Portfolio Managment Techniques (PMT®) courses.
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®). Roohi is fluent in Hindi and Punjabi.
Additional TD Specialists
.jpg)
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
.jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
.jpg)
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
.jpg)
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.