Don Levy is a senior financial advisor, associate portfolio manager and the managing director of the Confido Wealth Team at Manulife Securities Incorporated. He has been in the financial services industry for over 27 years building long-term relationships with clients in order to help them achieve their financial needs.
As a seasoned financial advisor Don has developed a practice specializing in retirement planning, estate planning and portfolio management. He is a fellow of the Canadian Securities Institute (FCSI) having completed several professional designations including certified financial planner (CFP), chartered investment manager (CIM) and trust and estate practitioner (TEP).
As a seasoned financial advisor Don has developed a practice specializing in retirement planning, estate planning and portfolio management. He is a fellow of the Canadian Securities Institute (FCSI) having completed several professional designations including certified financial planner (CFP), chartered investment manager (CIM) and trust and estate practitioner (TEP).
Services
The wealth managers at the Manulife Securities Oakville Office are committed to helping clients achieve their financial objectives whether that's building wealth, managing debt or saving for the future. We adhere to a stringent code of ethics and operate with the utmost integrity. Our investment philosophy is to preserve our client's capital, deliver an attractive rate of return and to organize our client's investments in a tax efficient manner.
We employ time-tested business principles that have a strong lineage of success to design a customized portfolio of stocks and bonds. The aim is to protect your capital, provide reasonable growth, and to be tax efficient. We offer an array of travel, life, estate, mortgage, disability, critical illness, business key person, and business interruption insurance plans to help protect you, your loved ones, and your business from unforeseen events.
Freedom, Independence and Partnership are precious commodities and a sound part of our unique holistic approach join our established group of wealth management professionals at Manulife Securities Oakville. Manulife Securities recognizes that every advisor has financial dreams for today and tomorrow.
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