Kyle Mangotic
Phone
Office Location
I began my career in the financial services industry in 2012. Since then, I have progressed my experience through diversified positions across TD, bringing a unique perspective and set of experiences as a Portfolio Manager with TD Wealth Private Investment Counsel.
I am a CFA® charterholder, and also hold a Bachelor of Commerce Degree in Finance from Griffith University and a Diploma in Financial Planning from Fanshawe College. I am also a member of the Institute of Chartered Financial Analysts, as well as the Toronto Society of Financial Analysts.
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $39 Billion in assets under management as of February 2023 (Source: TD Asset Management). The offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations.
Certificates
CFA
Languages
English
Education
Chartered Financial Analyst, Bachelor of Commerce from Griffith University

We See The Whole You
Premium Client Experience
Client Discovery
Investment Planning
Wealth Needs
Risk Management
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Let's talk money: A practical guide for families
Article
Let's talk money: A practical guide for families
From timing and tone to setting the stage — here's how to make money conversations a little less awkward.
3 factors to consider when renewing your mortgage
Article
3 factors to consider when renewing your mortgage
For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.
The giving shift: Canadian women leading a new philanthropic era
Article
The giving shift: Canadian women leading a new philanthropic era
The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.