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.
This holistic approach epitomizes the essence of the relationship between us and our clients. We offer services in portfolio and investment management, taxes, insurance, risk management, debt management and estate planning. We equip you to choose the lifestyle you want by creating a financial plan that offers you the freedom of choice.
Our advisors will foster a relationship based on trust, partnering with you in order to create time tested strategies. Our goal is to grant you with the confidence and financial security that comes with having a customized strategy that equips you for life's unexpected moments.
This holistic approach epitomizes the essence of the relationship between us and our clients. We offer services in portfolio and investment management, taxes, insurance, risk management, debt management and estate planning. We equip you to choose the lifestyle you want by creating a financial plan that offers you the freedom of choice.
Our advisors will foster a relationship based on trust, partnering with you in order to create time tested strategies. Our goal is to grant you with the confidence and financial security that comes with having a customized strategy that equips you for life's unexpected moments.
Services
When you choose to work with our advisors we'll build a relationship based on trust and confidence. Our team will work with you to develop a coordinated and integrated strategy in order to grow your wealth, reduce your risks and save for retirement. Our advisors have the freedom to choose from an open platform of investments that allows them to create customized solutions that meet your financial goals.
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.
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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