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Tamara Bonn

Senior Portfolio Manager

  • CIM®
  • CFA®

Wealth management that evolves as your needs, priorities and circumstances change over time

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BACKGROUND |
I joined TD Wealth Private Investment Counsel as a Portfolio Manager in May 2017. Since 2006, I have held diversified positions across multiple wealth and asset management firms in Vancouver, bringing a unique perspective and set of experiences that shape my investment philosophy and discovery process today. 

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DISCOVERY |
 Within TD Wealth Private Investment Counsel, I am 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. 

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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. 


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CLIENT EXPERIENCE
| As a discretionary Portfolio Manager and Chartered Financial Analyst ® (CFA®) Charterholder, I uphold myself to the highest level of ethical standards as I have a duty to act in your best interest at all times. My relationships are built on trust and integrity, allowing me 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
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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.


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COMMUNITY & VOLUNTEER | I am currently a member of the CFA Society Victoria and I am 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. I recently joined TD's Women in Leadership Committee and I am involved with ABC Life Literacy Canada: Money Matters Core Financial Literacy Program for adults. 

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ADDITIONAL CONTACT

Toll Free: 1(800) 807-0103
Fax: (250) 356-4181
Branch Office: (250) 405-5282

LANGUAGES

English

EDUCATION

Simon Fraser University, BBA - Finance & Economics, CFA Institute - Chartered Financial Analyst

COMMUNITY INVOLVEMENT

Women in Capital Markets - Co Chair Steering Committee, CFA Society Victoria, University of Simon Fraser Mentor, University of Victoria Mentor

SOCIAL LINKS

LinkedIn

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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