Tamara Bonn

BACKGROUND | Tamara is a Senior Portfolio Manager at TD Wealth Private Investment Counsel. Tamara manages portfolios on a discretionary basis primarily for high-net-worth families, trusts, corporations and charitable organizations. Tamara works with clients to build customized equity and fixed income portfolios with a focus on optimizing after-tax and after-fee returns. Within her role, she is passionate about building and maintaining long-term, meaningful relationships with her clients and helping them with prudent and sound advice. Tamara leads a four-person team that aims to provide an exceptional client experience. 

Prior to joining TD Wealth, Tamara spent a decade working at some of the largest asset management firms where she built a strong understanding of the financial services industry and the business of capital markets. Her diverse experience has shaped her perspective and investment philosophy today, bringing invaluable knowledge to her clients. 

Over the years, Tamara has spent a considerable amount of time in the community as a mentor to young men and women. In 2016, Tamara Co-Founded Women in Capital Markets Victoria and led a diverse steering committee of professionals. In 2018, Tamara was recognized as one of the Women in Capital Markets Emerging Leaders. She has been asked to speak at universities, schools and within her organization over the years to share her experience and inspire others. 

Tamara is a new mother and enjoys spending quality time with her family, friends and her Labrador Retriever. She enjoys exploring Vancouver Island by sea and appreciates fine cooking and non-fiction books. 

DISCOVERY | Within TD Wealth Private Investment Counsel, Tamara is committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of, behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. 





FOUR PILLARS OF WEALTH MANAGEMENT | Once we have a complete understanding of your goals and objectives, we will work with you to build and implement a long-term strategy that focuses on your wealth management needs. During this process, we may have the opportunity to connect you with other TD Specialists who can provide professional advice in key areas that matter to you. 






CLIENT EXPERIENCE | As a discretionary Portfolio Manager and Chartered Financial Analyst ® (CFA®) Charterholder, Tamara upholds herself to the highest level of ethical standards as she has a duty to act in your best interest at all times. Tamara's relationships are built on trust and integrity, allowing her to focus on what truly matters to you. 

As my client, you can expect: 

• Ongoing discovery 
• Timely reporting 
• Regular portfolio reviews 
• Investment Policy Statement & tailored portfolio 
• Risk Management, monitoring and rebalancing 
• Investment Planning
• Investment Manager perspectives 
• A transparent approach to fees
• Continuing education to stay relevant and informed to best advise you
  

INVESTMENT EXCELLENCE | The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $28.4 Billion in assets (as of the end of March 2018). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
 

 

Tamara is currently a member of the CFA Society Victoria and was actively involved with Women in Capital Markets to promote financial awareness and literacy to young women and students, while advocating for diversity and equality in the workplace.