Tamara Bonn
Senior Portfolio Manager
CFA
CIM®
BBA
Committed to understanding your needs and helping you achieve your vision of success
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BACKGROUND | Tamara is a Senior Portfolio Manager at TD Wealth Private Investment Counsel who works within The Bonn Gasic Group Wealth Management Team in Victoria, BC. Tamara manages portfolios on a discretionary basis 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 that are built on trust, transparency and sound advice. Tamara leads a four-person team that aims to provide an exceptional client experience at all times.
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 to enter the industry.
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.
The Bonn Gasic Group Wealth Management is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(250) 356-4181
Certificates
CFA
CIM®
BBA
Languages
English
Education
CFA Institute - Chartered Financial Analyst
Community Involvement
CFA Society Victoria
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.
Discretionary Investment Management
- Our disciplined approach ensures that your investments are managed consistently and in line with your long-term goals as pre-established in your investment policy statement.
- By relinquishing the need for you to make day-to-day investment decisions, we avoid the emotional decision-making that often arises during market volatilities.
- We operate on a transparent, asset-based fee structure devoid of commissions, eliminating conflicts of interest and ensuring our sole focus is on optimizing your portfolio's performance.
- The approach enables us to react swiftly to market shifts and seize opportunities as they arise.
Your financial goals remain our top priority and discretionary investing is the pathway to a seamless and client-centric investment experience.
Our Clients
Women and Investing
Entrepreneurs / Business Owners
Multi-Generational Family
Retirees / Pre-retirees
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