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Curtis Mangione

Investment Advisor

  • CIM®
  • PFP®

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

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Wealth Management Beyond Investment Advice


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Your approach to Wealth Management should go far beyond simply putting together an investment portfolio. Equally as important are the strategies that need to be implemented to create a Complete Wealth Strategy.

Mangione & Associates Wealth Management has over 40 years of combined experience working with High Net Worth families, individuals & corporations. We build tailored strategies revolving around 4 core principles:

  1. Building Net Worth - Investment & Credit Solutions
  2. Implementing Tax-Efficient Strategies - Tax Minimization & Income Planning
  3. Protecting What Matters - Risk Mitigation & Trusts
  4. Leaving a Legacy - Maximizing Estate Value



The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

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Market Updates & Monthly Newsletter

Cold Season - Monthly Perspectives  - November 2018

Income Streams, Estate Planning & Private Jets - November 2018
Taxation for Snowbirds, The Family Cottage - October 2018
Back to School & When to Save vs When to Splurge - September 2018
How to Handle Financial Windfall & Fraud Prevention  - August 2018

ADDITIONAL CONTACT

Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

LANGUAGES

English

EDUCATION

Bachelor of Commerce, Chartered Investment Manager, Personal Financial Planner

COMMUNITY INVOLVEMENT

Homes4Hope Canada

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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.

MoneyTalk Investing

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Hear what matters.
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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?