Securing your wealth &
building your future

Welcome to Manulife Securities Oakville

OUR COMPANY

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.

OUR SERVICES

  • Investment management
  • Legal Planning
  • Debt management
  • Assistance with Trusts
  • Risk management
  • Charitable Giving
  • Estate planning
  • Retirement Planning
  • Business succession
  • Tax planning
  • RRSP
  • RESP
  • Insurance
  • Tax Free Savings Accounts

OUR VALUES

Freedom 

We equip you to choose the lifestyle you want by creating a financial plan that offers you the freedom of choice.

Partnership
Our advisors will foster a relationship based on trust, partnering with you in order to create time tested strategies.

Independence

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.

RESOURCES

RESOURCES

OUR INVESTMENT PHILOSOPHY

Our investment philosophy is deeply rooted in sound business principles that have had a strong lineage of success. Every investment recommended for our clients must represent high quality investments acquired at attractive prices. We will not engage in any form of speculative investment practice or market timing. We will not follow the herds, jump on investment bandwagons or follow investment fads. Our investments must be within our circle of competence, fundamentally sound and possess a strong margin of safety.

OUR PREMIER OAKVILLE BRANCH

1. First class facilities that include meeting rooms, event and seminar spaces, state of the art amenities and accessible entrances

2. Convenient location on the border of Oakville and Mississauga near the QEW & 403 highway with ample free parking

3. We offer educational seminars that will equip you in the basics of investment and financial planning to help you realize your financial goals

4. Branch resources that include access to banking specialists, legal professionals, insurance and estate advisors and accountants

5. We offer succession planning for business owners to maximize the value of your business as part of your retirement and estate planning

Our office

Don Levy

BA, CFP, CIM, FCSI, TEP Senior Branch Manager Manulife Securities Incorporated 2360 Bristol Circle SUITE 100, OAKVILLE ON L6H 6M5Office: 905 822 4488 x19 1 888 697 5866don.levy@manulifesecurities.ca

Ben Holyday

CFP, FCSI Branch Manager Manulife Securities Incorporated 2360 Bristol Circle SUITE 100, OAKVILLE ON L6H 6M5 Office: 905 822 4488 x12 1 888 697 5866 ben.holyday@manulifesecurities.ca