Kyle Mangotic

Kyle Mangotic

Senior Portfolio Manager & Senior Investment Advisor

CFA

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

Contact Me

Phone

Office

(519) 570-1020

Mobile

(226) 972-6562

Office Location

381 King St. W., 3rd Floor Waterloo, ON N2G 1B8. map

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.

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.

Certificates

CFA

Languages

English

Education

Chartered Financial Analyst, Bachelor of Commerce from Griffith University

We See The Whole You

I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.

Discover your priorities

Premium Client Experience

As a discretionary-licensed Portfolio Manager, I uphold myself to the highest ethical standards in the industry to ensure my clients' interests are first and foremost. As my client, you can expect:
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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.

Let's Connect

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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