Kyle Mangotic, Portfolio Manager,Kitchener, ON | TD Wealth

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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 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

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.

Discovery Chart.jpg

Discovery Chart.jpg

*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

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.

Meet The Team

Private Client Service Associate

Brian Freiburger

Senior Portfolio Manager

Private Client Service Associate

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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