Skip to main content

Tamara Bonn

Portfolio Manager

  • CIM®
  • CFA®

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

Icon for Emerging Leaders.JPG

BACKGROUND |
 Tamara began her career in the financial services industry in 2006. She has held diversified positions across multiple wealth and asset management firms, bringing a unique perspective and set of experiences that shape her investment philosophy and process today.

CLIENT EXPERIENCE | Ms. Bonn upholds herself to the highest level of ethical standards, allowing her to deliver independent investment advice that builds long-term, trusting relationships. Her passion for wealth management began at a young age as she realized the importance of savings and compound growth, minimizing debt and accumulating wealth by building a robust plan for the future.


As my client, you can expect: 

  • Ongoing discovery 
  • Timely reporting 
  • Regular portfolio reviews 
  • Investment Policy Statement 
  • Investment Planning
  • A transparent approach to fees
  • Continuing education to stay relevant and informed to best advise youClient Experience.PNG

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.


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. 

priorities_2.JPG

*services provided in collaboration with TD specialists


KNOWLEDGE | As a Vancouver native, I hold a Bachelor of Business Administration Degree in Finance and Economics from Simon Fraser University. I hold a Chartered Financial Analyst® (CFA®) and the Chartered Investment Manager (CIM ®) designations and I am a Life Insurance Advisor through TD Wealth Insurance Services. 

INTERESTS | 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. 
quote.JPG
During my spare-time I enjoy world travel with my husband, cooking and entertaining friends and family and exploring the beautiful outdoors of the West Coast of British Columbia.

ADDITIONAL CONTACT

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

LANGUAGES

English

EDUCATION

Bachelor of Business Administration

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

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

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

    Monthly Perspectives - Special Autumn Edition

    Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

    Money Talk Life - The wealth you'll share

    In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

    Money Talk Life - Money from above

    In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

    Do you know someone who would benefit from my services?