Tamara Bonn
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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, 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.
Phone
Fax
(250) 356-4181
Certificates
CFA
CIM®
BBA
Languages
English
Education
CFA Institute - Chartered Financial Analyst
Community Involvement
CFA Society Victoria


