Mangala Singh

Mangala Singh

Senior Financial Planner

CIM®

CFP®

MBA

I go beyond building investment plans, I build personalized financial plans

Contact Me

Phone

Office

(905) 684-8356

Office Location

31 Queen St St Catharines, ON L2R5G4. map

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Connect

I have been working in the financial services industry since 2015 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.I hold a postgraduate degree in business administration (MBA) from the Brock University. I also hold the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. I look forward to working with you.

Certificates

CIM®

CFP®

MBA

Languages

French

English

Urdu

Hindi

Frequently asked questions

Get answers to your financial planning questions.
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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Self-employed? Manage your finances like a boss.

Being self-employed comes with perks. But it also comes with responsibilities. Here are a few financial considerations you should be aware of.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:

  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Record-breaking IPO makes its market debut: Now what?

The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.

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After you sell your business: A practical guide on what to do next

Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.

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Can Sumaya help her granddaughter buy a first home one day?

Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.

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Our Clients

We are honoured to serve a diverse group of clients. Below are some segments of clients we serve. 
 

Step 1: Discover

When it comes to financial planning, there is no one-size-fits-all solution. That’s why we get to know you as an individual. We want to understand what matters most to you, as well as the questions that keep you up at night, like:

  • Should I pay down my mortgage or save for retirement?
  • If something were to happen to me, would my family be okay?
  • Will I be able to accomplish the things that are really important in my life?

Step 2: Plan

With a complete understanding of what you want to achieve, your Financial Planner will work with you to develop a financial plan — your roadmap to achieving your goals — identifying and recommending solutions, strategies and products.

Depending on your situation, your financial planner may also bring in other TD specialists to help with unique aspects of your plan.

Step 3: Implement

Working together is essential to the success of your relationship with your financial planner. That’s why your Financial Planner will take the time to review each recommendation for your plan, to make sure you’re both on the same page. Together, you can move forward confidently.

Once you’ve confirmed the approach, you will receive a comprehensive, personalized financial plan as well as help in building a diversified portfolio made up primarily of TD funds designed to meet your goals by spreading risk, reducing volatility and enhancing the potential for solid long-term returns.

Step 4: Manage and review

Over time, your life will change, and your goals and priorities may shift. Regular one-on-ones give you the opportunity to get answers to any questions you have, helping you feel confident about meeting your financial goals and dealing with life’s financial challenges.

Your Financial Planner will track and manage your progress over time. Revisited every year, your financial plan acts as a valuable benchmark, showing where you are on your path to your goals. When necessary, your Financial Planner will speak to you about changes to your plan to help keep you on track.