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Kyle Mangotic

Associate Portfolio Manager

  • CFA®

"Working together to help you achieve what truly matters to you"

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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 an Associate Portfolio Manager with TD Wealth Private Investment Counsel.

CLIENT EXPERIENCE | As a discretionary-licensed Associate 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 $28.4 Billion in assets (as of the end of March 2018). 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, which is the Gold Standard in the investment industry,  a Bachelor of Commerce Degree in Finance from Griffith University and a Diploma in Financial Planning from Fanshawe College.

ADDITIONAL CONTACT

Branch Office: (519) 885-8483

LANGUAGES

English

EDUCATION

Chartered Financial Analyst, Bachelor of Commerce from Griffith University


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.

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