We're passionate about helping you curate a lifestyle that fits your unique needs, and creating financial solutions for every stage of life. We combine our services using an integrative approach to help you realize your financial dream. Don Levy is the managing director of the Confido Wealth Management Group at Manulife Securities Incorporated.
Don has been in the financial industry for over 26 years, and he holds designations as a certified financial planner (CFP), chartered investment manager (CIM) and trust and estate practitioner (TEP). Don is passionate about helping clients meet their financial goals, so that they too can discover financial freedom.
Don has been in the financial industry for over 26 years, and he holds designations as a certified financial planner (CFP), chartered investment manager (CIM) and trust and estate practitioner (TEP). Don is passionate about helping clients meet their financial goals, so that they too can discover financial freedom.
Services
We are here to help you navigate all the moving parts of your financial life from financial planning to helping you invest wisely in the future. This is where we look for solutions on how to improve your current financial life. This includes debt reduction, tax reduction, purchasing a home, family related expenses, starting a business and making contributions to tax-free savings accounts.
We're passionate about helping you curate a lifestyle that fits your unique needs, and creating financial solutions for every stage of life. We combine our services using an integrative approach to help you realize your financial dream. We can advise you on tax deferments and corporate structure, and help you navigate all the deductions available to you.
At Confido Wealth Management Group at Manulife Securities Incorporated, we are here to help you navigate all the moving parts of your financial life from financial planning to helping you invest wisely for the future. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.
Reviews (1)
Alexander Robinson Tank The Nasdaq
Nov 09, 2020
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