Nikola Gasic

Nikola Gasic

Portfolio Manager

CFA

BBA

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(250) 483-0907

Office Location

1070 Douglas Street Suite 600 Victoria, BC V8W 2C4. map

BACKGROUND | Nikola is an experienced capital markets professional, having spent time in both buy-side and sell-side roles. Prior to joining TD he served as a member of the Investment Committee and was the key Portfolio Manager responsible for a $3.7 billion investment-grade bond portfolio held by a public-sector infrastructure bank. In this role he was involved in raising over $6 billion in capital across 15 separate financing transactions.

Earlier in his career, Nikola held various roles in the Investment & Corporate Banking division of one of Canada's largest banks where he was primarily involved in Investment Grade and High Yield corporate debt financing transactions.

In his role as a Portfolio Manager at TD Wealth Private Investment Counsel, Nikola works closely with high-net-worth families, trusts and charitable foundations applying a disciplined, institutional-style investment process and rigorous risk-management practices.

Nikola is a CFA charterholder and holds a Bachelor of Business Administration with Distinction in Finance from the Beedie School of Business at Simon Fraser University. He is currently a member of the CFA Society of Victoria.
 
Nikola is an avid fisherman, boater and skier. He spends the majority of his free time with his family out on the water or up in the mountains. 

Phone

Toll Free

1(800) 807-0103

Fax

(250) 356-4181

Certificates

CFA

BBA

Languages

English

Serbian

Education

CFA Institute - Chartered Financial Analyst

Community Involvement

CFA Society Victoria

Meet our team

We are a dedicated group of professionals who work together to help simplify the complexity of investing and wealth planning. We strive to deliver solutions that work for you today and in the future.  

Helping achieve what truly matters to you and your family

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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