Kyle Mangotic
Senior Portfolio Manager
CFA
Wealth management that evolves as your needs, priorities and circumstances change over time
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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
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TD Cowen: Three stocks that could benefit from a Canadian soft landing
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Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
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Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
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