Anna Bonham
Senior Private Banker
PFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you.
I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs.
Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.
Certificates
PFP®
Languages
English
Russian
Education
Master of Public Administration (MPA) - Queen's University & Bachelor of Arts (Honours) - University of Ottawa
Dedicated To Helping You Achieve Your Vision Of Success
Benefits of Private Banking
Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Tailored Credit Strategies
We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.
Cross-Border Banking
Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.
Experienced TD Specialists
Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
Taking advantage of diverging policies
As inflation soared across the world over the past two years, global monetary policy became strikingly coordinated. To slow the growth of price increases of goods and services, central banks across developed market (DM) and emerging market (EM) countries have had to swiftly and decisively raise policy rates.
TDAM:The benefit of being the jack of all trades
"Jack of all trades, master of none" is a figure of speech used in reference to a person who has dabbled in many skills, rather than gaining expertise by focusing on only one. It is often used as a complement for a person who is handy and has a good level of broad knowledge. They may be a master of integration, someone who knows enough from many learned trades and skills to be able to bring the disciplines together in a practical manner - a "generalist" rather than a "specialist".
Market Perspectives Q1 2024
2023 was a challenging year, with a rollercoaster ride of market sentiment to match. Economic indicators and forecasts were often mixed, markets saw significant volatility, and the year both started and ended under the shadow of a potential economic slowdown. That said, many broad market indices showed positive returns and we still saw plenty of opportunities on the table for active investment management.