Tamara Bonn
Senior Portfolio Manager & Senior Investment Advisor
CFA
CIM®
BBA
Committed to understanding your needs and helping you achieve your vision of success
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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 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.
Phone
Fax
(250) 356-4181
Certificates
CFA
CIM®
BBA
Languages
English
Education
CFA Institute - Chartered Financial Analyst
Community Involvement
CFA Society Victoria
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.
Helping achieve what truly matters to you and your family
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Discretionary Investment Management
- Our disciplined approach ensures that your investments are managed consistently and in line with your long-term goals as pre-established in your investment policy statement.
- By relinquishing the need for you to make day-to-day investment decisions, we avoid the emotional decision-making that often arises during market volatilities.
- We operate on a transparent, asset-based fee structure devoid of commissions, eliminating conflicts of interest and ensuring our sole focus is on optimizing your portfolio's performance.
- The approach enables us to react swiftly to market shifts and seize opportunities as they arise.
Your financial goals remain our top priority and discretionary investing is the pathway to a seamless and client-centric investment experience.
Our Clients
Women and Investing
Entrepreneurs / Business Owners
Multi-Generational Family
Retirees / Pre-retirees
Our Services
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