Curtis Mangione

Welcome to Oberman Mangione Family Wealth

Investment Advisor Toronto
Curtis Mangione

Senior Investment Advisor

PFP®

CIM®

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 is dedicated to helping high-net-worth families, business owners, and professionals achieve financial growth and security. By fostering trust and open communication, he delivers customized strategies to help enhance net worth, maximize tax efficiency, and protect wealth for future generations.

As a Senior Investment Advisor at TD Wealth Private Investment Advice, Curtis brings over a decade of experience and holds the CIM®, PFP®, and FCSI® designations. His expertise focuses on guiding multi-generational families through seamless wealth transfers that align with long-term goals.

With a disciplined approach to portfolio management and proactive wealth planning, Curtis helps clients achieve their financial objectives while preserving their legacies.

A devoted husband and father to a one-year-old daughter, Curtis values family, security, and creating lasting impact. Guided by these principles, he empowers clients to align their wealth with their vision, fostering meaningful legacies that endure for generations to come.

Certificates

PFP®

CIM®

Languages

English

Education

Chartered Investment Manager

Community Involvement

Homes4Hope Canada