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Tamara Bonn

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

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?