Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFA
CIM®
BBA
BACKGROUND | Tamara Bonn is a Senior Portfolio Manager at TD Wealth Private Investment Advice and co-leads The Bonn Gasic Group Wealth Management alongside her husband and teammate, Nikola Gasic. With over 15 years of industry experience, she oversees discretionary portfolios for high-net-worth families, corporations, trusts, and charitable foundations, guiding clients through complex financial decisions with a disciplined, long-term approach.
Tamara holds the Chartered Financial Analyst (CFA) designation, widely regarded as the global gold standard in investment management. Further, she holds the Chartered Investment Manager (CIM®) designation and has a Bachelor of Business Administration BBA in Finance and Economics from the SFU Beedie School of Business. Her work centers on building diversified portfolios of equities and fixed income designed to grow and protect wealth while managing risk and tax efficiency across market cycles.
She collaborates closely with clients and their professional advisors on multi-generational planning, corporate and trust structures, and long-term wealth stewardship.
Tamara lives in Victoria with her family and is the proud mother of two boys. She is also actively involved in the local community.
English
CFA Society Victoria
Simon Fraser University, BBA - Finance & Economics
CFA Institute - Chartered Financial Analyst
Portfolio Manager & Investment Advisor
CFA
BBA
Nikola holds a Chartered Financial Analyst (CFA) designation and a Bachelor of Business Administration (with Distinction) in Finance from the Beedie School of Business at Simon Fraser University. He brings extensive capital markets experience in both institutional and private wealth management roles.
His work focuses on constructing diversified equity and fixed income portfolios using a disciplined approach grounded in institutional investment principles.
Nikola lives in Victoria with his family and enjoys spending time outdoors fishing, boating, and skiing.
English
CFA Society Victoria
CFA Institute - Chartered Financial Analyst
Administrative Associate
CIM®
CFP®
M.Sc.
Administrative Associate
Administrative Associate
Additional TD Specialists
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.
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.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
Trust Officer
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.
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.
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.
