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The Mancinelli Family Office is an experienced wealth management team established to help meet the needs of affluent investors. They offer a high-touch concierge style holistic financial service customized for VIP clients, high net worth and ultra-high net worth individuals.
The Mancinelli Family Office operates with a sharp focus on both risk management and asset performance. Their team consists of Elly Mancinelli, Vice-President, Investment Advisor, Christina Romano, Investment Advisor and Lynne Falconer, Client Service Associate.
With over 25 years of experience, Elly acts as the lead relationship manager within TD Bank Group – accessing capital markets for products, services and expertise required to fulfill client's complex planning needs. She is a graduate from two universities and has earned the following industry designations: Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Certified Professional Consultant on Aging (CPCA). Elly is most proud of meaningful connections she has built over many decades helping generations of the same client family.
Elly's talent is in recognizing trends, approaches and opportunities. She is good at presenting ideas using visual structures, dealing both with the big picture and the bottom line. She is especially good at revising plans and systems as circumstances evolve. Elly prefers to be at the leading edge and works in paradigm shifts. She creates unique, unusual and often unknown solutions.
The Mancinelli Family Office approach lends itself to working with professionals in the Sports and Entertainment industry. The Sports and Entertainment Program emphasizes strong cash management and long-term financial planning to help preserve lifestyle and security, long after the spotlight is gone.
Working with other TD Specialists, the Mancinelli Family Office delivers a holistic and integrated wealth strategy, utilizing an extensive range of services including:
· Personal Financial Plan and Statement Preparation · Bill Payment Services · Cross Border Solutions · Coordination of Professionals · Cash Management · Behavioral Finance Consulting · Global Asset Allocation and Investment Strategy Consulting · Comprehensive Performance Reporting · Investment Manager Selection and Monitoring · Portfolio Management · Estate Planning · Philanthropic Planning · Life Insurance Analysis · Debt Structure and Analysis – Bank Financing · Foundation Management · Trustee Services · Risk Management & Asset Protection Consulting · Family Counseling/Family Meetings · Sufficiency and Retirement Planning · Document Management and Record keeping
The Mancinelli Family Office sets themselves apart by having the following characteristics:
Concierge high-touch service: They have high relative average account sizes and low client to employee ratios allowing them to place a great deal of focus and attention on each client family.
Independence: They follow a “service delivery model” and hold themselves out as an objective provider of advice that places the interests of their clients first.
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.
Professionals with diverse skills and deep specialties: Through TD Specialists, their clients have access to a wide array of specialty knowledge on topics such as: income taxation, estate planning, planned giving and portfolio management.
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.
Outsourcing: Investment management is typically outsourced to proven independent third-party portfolio managers in order to remove conflicts of interest and to ensure performance requirements are met. Legal, tax and accounting advice is provided through TD specialists, however implementation services are outsourced.
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.
When you engage the Mancinelli Family Office, the service you receive is supported by the significant resources of TD Bank Group, with over $1.5 trillion in assets, over 85,000 employees as of 2020, and a full range of financial solutions that service TD clients around the world. For more than 165 years, TD has helped generations of clients with their personal, family and business assets in the ways that matter to them.
The Mancinelli Family Office welcomes all inquiries at elly.mancinelli@td.com
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.
Elly's talent is in recognizing trends, approaches and opportunities. She is good at presenting ideas using visual structures, dealing both with the big picture and the bottom line. She is especially good at revising plans and systems as circumstances evolve. Elly prefers to be at the leading edge and works in paradigm shifts. She creates unique and unusual solutions utilizing the interconnectedness of information which helps her achieve optimal performance outcomes.
Elly is a dual-licensed advisor; she has been an Investment Advisor since 1994 and a Life Insurance Advisor since 1996 and she is currently licensed as a Life Insurance Advisor through TD Wealth Insurance Services. Elly graduated from Western University with a Bachelor of Arts Degree and University of Guelph with an Honours Bachelor of Science and has since earned her Certified Financial Planner (CFP®), Registered Retirement Consultant (RRC) and the Certified Professional Consultant on Aging (CPCA) designations.
In her spare time, Elly can be found at a CrossFit Box, a hot yoga studio, on a bike, with family and friends, or somewhere in nature off the grid.
Christina has a great deal of stamina and takes great satisfaction from being highly productive. She sets high standards and has a unique ability to envision what is possible in the near and longer-term. Christina is inspired by the future and what could be. Driven by her talents, she is energized by her plans. She sees the power innate in all of us to transform whatever we think into possible tangible outcomes. Christina is a visionary thinker and is impelled to help clients move into action. Christina will consistently put forth effort to help clients be their best or to finish first.
Christina graduated with a Masters of Business Administration (MBA) from University of Saint Mary in 2017 and also with an Honours Bachelor of Social Science degree from University of Ottawa in 2010. Christina is a Life Insurance Advisor through TD Wealth Insurance Services.
In her spare time, Christina enjoys experimenting with new recipes in the kitchen, playing volleyball or baseball, and spending time with family and friends.
Lynne Falconer
Client Service Associate
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
Jo-Anne Ryan
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.
Aleem Janmohamed
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.
Ian Lebane
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..
Matthew Wolch
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.
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