Curtis Mangione

Investment Advisor Toronto
Curtis Mangione

Senior Investment Advisor

CIM®

PFP®

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

Phone

Office

(905) 474-1402

Office Location

85 Enterprise Boulevard Suite 308 Markham, ON L6G 0B5. map

Curtis Mangione has been working with high-net-worth families since 2014 with TD Wealth Private Investment Advice. He is a firm believer in process over prediction, and as a result has developed unique strategies for each family he works with to help address their specific needs. 

Every individual has a unique situation, and understanding and discovering your specific needs and goals is at the core of our planning process.

Curtis is a firm believer in the importance of helping those less fortunate. He sits on the board and fund raising team of Homes4Hope which has funded the building of over 150 homes in Ethiopia, Malawi and Guatemala and provided medical, education and livelihood support to over 1,000 people.


Mangione & Associates Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

CIM®

PFP®

Languages

English

Education

Chartered Investment Manager

Community Involvement

Homes4Hope Canada

Wealth Management Beyond Investment Advice

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 Strategies
  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.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your wealth plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

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