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Mangione & Associates Wealth Management

"Working together to help you achieve what truly matters to you"

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Wealth Management Beyond Investment Advice


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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:

  1. Building Net Worth - Investment & Credit Solutions
  2. Implementing Tax-Efficient Strategies - Tax Minimization & Income Planning
  3. Protecting What Matters - Risk Mitigation & Trusts
  4. 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.

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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.




Market Updates & Monthly Newsletter

The Arts, Giving Back & Holiday Entertaining   - December 2018

Cold Season - Monthly Perspectives  - November 2018
Income Streams, Estate Planning & Private Jets  - November 2018
Taxation for Snowbirds, The Family Cottage - October 2018
Back to School & When to Save vs When to Splurge - September 2018
How to Handle Financial Windfall & Fraud Prevention  - August 2018

ADDITIONAL CONTACT

Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

Helping you achieve your vision of success

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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Meet The Team

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Do you know someone who would benefit from our services?