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Senior Portfolio Manager
Wealth management that evolves as your needs, priorities and circumstances change over time
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:
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.
Toll Free: 1(800) 807-0103
Fax: (250) 356-4181
Branch Office: (250) 405-5282
Simon Fraser University, BBA - Finance & Economics, CFA Institute - Chartered Financial Analyst
Women in Capital Markets - Co Chair Steering Committee, CFA Society Victoria, University of Simon Fraser Mentor, University of Victoria Mentor
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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