The Mancinelli Family Office brings more than 30 years of direct experience to the process of consolidating, building and protecting wealth for high net worth and ultra-high net worth investors.
They take a holistic and integrated approach to wealth management where they focus on the four pillars of the TD Wealth high net worth strategy: build net worth, implement tax-efficient strategies, protect what matters and leave a legacy.
Acting as a Lead Relationship Manager within TD Wealth, Elly's team, includes Christina Romano, Investment Advisor, and Brandon To, Client Service Associate. This trio is your dedicated conduit to the full resources of TD Bank Group and TD's affiliated network.
The Mancinelli Family Office constructs portfolios using a disciplined and transparent process designed to meet stringent criteria. Using a multi-manager approach, portfolios are customized to optimize wealth. Each portfolio component is managed by a team of portfolio managers and analysts with proven track records. The Investment Manager Research team at TD Asset Management conducts a rigorous search and manager selection process and monitors the managers on an ongoing basis.
The Mancinelli Family Office understands that high net worth investors demand full transparency. Elly's team works based on full transparency: This way, investors can benefit from a clear understanding of what they own, what it costs and what to expect.
The Mancinelli Family Office believes in education and empowerment and will spend the time required to ensure you are comfortable – they will never ask you to implement a strategy you do not understand, agree with or believe in.
The Mancinelli Family Office sets themselves apart by having the following characteristics:
Breadth and integration of services: They provide a wide array of services and typically oversee their clients’ entire financial situation. They hold and protect full information about their client's investments, tax situation, estate plan and family dynamics. With this information, they assist in structuring and administering their clients’ financial universe in an optimal way.
Focus on taxable investor: For most of their clients the focus is on minimizing taxation as the bulk of their client's assets are subject to long-term capital gains or double taxation in corporate accounts.
Concierge high-touch service: Low client to employee ratios allows them to place a great deal of focus and attention on each client household.
Sports and Entertainment Program: We understand the unique needs of Elite Athletes, Agents, Broadcaster, Entertainers, and their families, and we work with a team of TD specialists to ensure that those financial needs are met.
Outsourcing: Investment management is typically outsourced to proven independent third-party portfolio managers with extensive experience in order to remove conflicts of interest and to help ensure performance requirements are met.
Competitive Pricing: Effective householding and consolidation of assets allows each client family to receive the lowest possible pricing without sacrificing service or optimal performance.
Multi-generational planning: Planning encompasses the family’s goals which typically include passing wealth down to younger generations in a tax-efficient manner. Children and grandchildren are often clients and are counseled on investments, tax and estate planning strategies, and philanthropy. They often coordinate and moderate family meetings.
The Mancinelli Family Office welcomes all inquiries.
Mancinelli Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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