Meet The Team
Senior Portfolio Manager
CFA
CIM®
BBA
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.
English
CFA Society Victoria
Simon Fraser University, BBA - Finance & Economics
CFA Institute - Chartered Financial Analyst
Portfolio Manager
CFA
BBA
Earlier in his career, Nikola held various roles in the Investment & Corporate Banking division of one of Canada's largest banks where he was primarily involved in Investment Grade and High Yield corporate debt financing transactions.
In his role as a Portfolio Manager at TD Wealth Private Investment Counsel, Nikola works closely with high-net-worth families, trusts and charitable foundations applying a disciplined, institutional-style investment process and rigorous risk-management practices.
Nikola is a CFA charterholder and holds a Bachelor of Business Administration with Distinction in Finance from the Beedie School of Business at Simon Fraser University. He is currently a member of the CFA Society of Victoria.
Nikola is an avid fisherman, boater and skier. He spends the majority of his free time with his family out on the water or up in the mountains.
English
CFA Society Victoria
CFA Institute - Chartered Financial Analyst
Client Relationship Associate
CFP®
M.Sc.
Private Client Service Associate
Private Client Service Associate
Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
