Kyle Mangotic
Senior Portfolio Manager & Senior Investment Advisor
CFA
Wealth management that evolves as your needs, priorities and circumstances change over time
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Office Location
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.
Premium Client Experience
Client Discovery
Investment Planning
Wealth Needs
Risk Management
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Record-breaking IPO makes its market debut: Now what?
Article
Record-breaking IPO makes its market debut: Now what?
The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.
After you sell your business: A practical guide on what to do next
Article
After you sell your business: A practical guide on what to do next
Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.
Can Sumaya help her granddaughter buy a first home one day?
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Can Sumaya help her granddaughter buy a first home one day?
Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.