Senior Branch Manager
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). His investment principles are rooted in proven wealth creation strategies, and great client service is of paramount importance to him.
The wealth managers at Manulife Securities Oakville are committed to helping clients achieve their financial objectives whether that’s building wealth, managing debt or saving for the future.
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