Nikola Gasic
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Nikola Gasic is a Portfolio Manager at TD Wealth Private Investment Advice and co-leads The Bonn Gasic Group Wealth Management alongside his wife and teammate, Tamara Bonn. With over 15 years of industry experience, he oversees discretionary portfolios for high-net-worth families, corporations, trusts, and charitable foundations. Nikola helps his clients preserve and grow their wealth by applying a disciplined, institutional-style investment process and rigorous risk-management practices.
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.
Phone
Fax
(250) 356-4181
Certificates
CFA
BBA
Languages
English
Education
CFA Institute - Chartered Financial Analyst
Community Involvement
CFA Society Victoria


