Tamara Bonn

Tamara Bonn

Senior Portfolio Manager & Senior Investment Advisor

CFA

CIM®

BBA

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(250) 356-4149

Office Location

1070 Douglas St., Suite 600 Victoria, BC V8W 2C4. map

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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

Toll Free

1(800) 807-0103

Fax

(250) 356-4181

Branch Phone

(646) 889-0923

Certificates

CFA

CIM®

BBA

Languages

English

Education

CFA Institute - Chartered Financial Analyst

Community Involvement

CFA Society Victoria

Meet our team

We are a dedicated group of professionals who work together to help simplify the complexity of investing and wealth planning. We strive to deliver solutions that work for you today and in the future.