Meet The Team
Senior Investment Advisor
CIM®
PFP®
Curtis Mangione has been working with high-net-worth families since 2014 with TD Wealth Private Investment Advice. He is a firm believer in process over prediction, and as a result has developed unique strategies for each family he works with to help address their specific needs.
Every individual has a unique situation, and understanding and discovering your specific needs and goals is at the core of our planning process.
Curtis is a firm believer in the importance of helping those less fortunate. He sits on the board and fund raising team of Homes4Hope which has funded the building of over 150 homes in Ethiopia, Malawi and Guatemala and provided medical, education and livelihood support to over 1,000 people.
Mangione & Associates Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Homes4Hope Canada
Bachelor of Commerce
Chartered Investment Manager
Personal Financial Planner
Associate Investment Advisor
CIM®
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 Wealth Management 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.
Administrative Associate
Administrative Associate
Additional TD Specialists
High Net Worth Planner
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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Tax and Estate Planner
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.
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Estate Planning Advisor
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.
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Business Succession Advisor
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.
Vice President, Philanthropic Advisory Services
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.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
