Meet The Team
Senior Investment Advisor
CIM®
PFP®
Curtis is an Investment Advisor with the Mangione & Associates Wealth Management team. He has an in-depth understanding of financial markets and economics and uses that knowledge to develop tailored investment, tax and estate planning strategies to help clients work towards achieving their specific financial goals.
Curtis is a holder of the Chartered Investment Manager and Personal Financial Planner designations and is a Life Insurance Advisor through TD Wealth Insurance Services. Curtis has also received the Advanced Investment Strategies certification.
Associate Investment Advisor
B. Econ (Hons)
For over 25 years Anthony Mangione has been helping people realize their wealth and retirement goals.
With the backing of a dedicated and experienced service team, he is able to provide a premier level of service and advice to each client. He graduated from the University of Toronto with a Bachelor of Arts (Honours) degree in commerce and economics. Anthony has completed numerous additional courses through the Canadian Securities Institute.
Since his early years Anthony has lived in Stouffville. He enjoys spending time at his Lake Muskoka cottage with his wife Esther and growing family.
Associate Investment Advisor
CIM®
John began his career at TD in 2006 working at progressively senior roles throughout the Greater Toronto Area and York region. John joined TD Wealth in 2012 and has been an integral part of the Mangione & Associates team in all aspects of supporting and building client relationships. John is an Associate Investment Advisor, a holder of the Chartered Investment Manager designation and a Life Insurance Advisor through TD Wealth Insurance Services. John resides in Brooklin, ON with his wife Allison and their two young children Annie and Ryan.
Administrative Associate
Administrative Associate
Additional TD Specialists
.jpg)
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
.jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
.jpg)
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
