Mangione & Associates Wealth Management

Investment Advisor
Mangione & Associates Wealth Management

You decide where you want your wealth to take you. We design a path to help get you there.

Wealth Management Beyond Investment Advice

At Mangione & Associates Wealth Management we offer a range of industry leading services for private individuals, families, trusts and corporations aimed at providing comprehensive investment and retirement planning. We also work closely with other professional advisers and this team approach ensures all aspects of planning are aligned.

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.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to help ensure you receive a personalized wealth plan you can feel confident in. 
 
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve. 
 
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage. 
 
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it. 
 
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Additional TD Specialists

High Net Worth Planner

Mindi Banach

Tax and Estate Planner

Bob Izatt

Estate Planning Advisor

Jeff Halpern CPA, CA, TEP

Business Succession Advisor

Jo-Anne Ryan

Vice President, Philanthropic Advisory Services

Trust Officer

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.

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office