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Wealth Management Beyond Investment Advice
Your approach to Wealth Management should go far beyond simply putting together an investment portfolio. Equally as important are the strategies that need to be implemented to create a Complete Wealth Strategy.
Mangione & Associates Wealth Management has over 40 years of combined experience working with High Net Worth families, individuals & corporations. We build tailored strategies revolving around 4 core principles:
Building Net Worth - Investment & Credit Solutions
Implementing Tax-Efficient Strategies - Tax Minimization & Income Planning
Protecting What Matters - Risk Mitigation & Trusts
Leaving a Legacy - Maximizing Estate Value
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Mangione & Associates Wealth Management 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.
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
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.
If you would like to meet with Anthony for an introductory meeting contact his office today.
As an Investment Advisor with the Mangione & Associates Wealth Management team, Curtis is committed to delivering an exceptional client experience through the development of sound investment strategies, thorough retirement planning and an in-depth understanding of financial markets and economics; all essential elements to creating a complete and well-executed wealth management strategy. Curtis is a holder of the Chartered Investment Manager and Personal Financial Planner designations from the Canadian Securities Institute, a Bachelor of Commerce degree and is a Life Insurance Advisor with TD Wealth Insurance Services.
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.
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.
Alex Lee
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.
Mindi Banach
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..
Bob Izatt
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.
Charley Tsai
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.
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.
Geoffrey Smith
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.
Domenic Tagliola
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..
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.
Looking for light: Mental health during COVID-19
For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | 2020, We Hardly Knew Ye
Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.
5 super cool facts about your TFSA
Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.
The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
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