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Corey Mangotic

Portfolio Manager

  • CFA®

Wealth management that evolves as your needs, priorities and circumstances change over time

Discovery
Our journey together starts with a unique discovery process which utilizes behavioural finance  theory to uncover the values behind your personal vision of success and determine what truly matters to you.

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Four Pillars of Wealth Management
Once we have a complete understanding of your wealth priorities, we will work with you to build and implement a long-term strategy focused on your wealth management needs. During this process, where needed we will connect you with other TD Specialists who can provide professional advice in key areas that matter to you.

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ADDITIONAL CONTACT

Branch Office: (905) 331-2532

EDUCATION

Chartered Financial Analyst, Bachelor of Commerce- Griffith University

Helping you achieve your vision of success

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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