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Kyle Mangotic

Portfolio Manager

  • CFA®

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

      
PIC News.png BACKGROUND | 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.

CLIENT EXPERIENCE | As a discretionary-licensed Portfolio Manager, I uphold myself to the highest ethical standards in the industry to ensure my clients' interests are first and foremost. As my client, you can expect: 

  • Ongoing discovery 
  • Timely reporting 
  • Regular portfolio reviews 
  • Investment Policy Statement
  • Investment Planning
  • A transparent approach to fees
  • Continuing education to stay relevant and informed to best advise you
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The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $30.2 Billion in assets (as of the end of March 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.


DISCOVERY | Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. 

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*services provided in collaboration with TD specialists

KNOWLEDGE | I hold the Chartered Financial Analyst (CFA®) designation,  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.

ADDITIONAL CONTACT

Branch Office: (519) 885-8483

LANGUAGES

English

EDUCATION

Chartered Financial Analyst, Bachelor of Commerce from Griffith University




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Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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.

Breaking: Markets sell off. Is the worst over?

Markets suffered their worst week in 2019 as the US-China trade war escalated. Is a recession on the horizon? Anthony Okolie speaks with Michael Craig, Head of Asset Allocation, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?