Being in the presence of Don Levy, Managing Director of Confido Wealth Management Group and Associate Portfolio Manager & Senior Financial Advisor Manulife Securities Incorporated, you instantly detect the enthusiasm he shares for his business, his clients and his community. Levy has been in the Financial Service Industry for over 27 years. His investment strategies have been developed to provide a robust retirement plan while preserving capital and maximizing wealth.
Levy has extensive knowledge of wealth management, and specializes in creating a well-rounded portfolio to provide for a successful and financially viable retirement. He supports a holistic approach when dealing with portfolio management by looking at wealth from three sides. He begins with core needs to ensure they have the basics to live comfortably, next is lifestyle needs to accommodate the lifestyle they have become accustomed to and finally, creating a legacy to leave to the community that has supported them throughout their lives. Levy comments,
“Retirement focus is not just about core and lifestyle needs, creating a lasting impact is also very important.”
Building relationships in your community that have a lasting impact is part of Levy’s philosophy and the reason that he serves on the Advisory Board of PFSG, a non-profit that provides creative funding for the building of churches across Canada, as well as supporting emergency relief and development overseas. Additionally, he has been the leader and member of various GTA charitable organizations. Levy remarks, “Looking beyond personal sustenance by extending a helping hand is a way to give back to the supportive community you belonged to.” A joyous event Levy takes part in is the Oakville Prayer Breakfast, an event that takes place annually in early December. It is an opportunity for distinguished community members to mingle over breakfast and share why they are grateful for the neighbourhoods they live and work in. It’s a warm environment that reminds all who participate how rewarding giving back really is.
It is with immense pleasure that Confido Wealth Management Group at Manulife Securities announces they have recently moved to 2360 Bristol Circle Suite 100 in Oakville. This office move accomplished two very important goals. First, the expanded space will accommodate their growth, which now totals twenty Financial Advisors and eight support staff, and second, provides an inviting environment for their valued clients. They have increased the comfort and convenience of their clients’ experience by offering ample free parking and providing visible signage with an easy path into the building. A ground floor receptionist will welcome all who stop by and elevator access to the second floor is available. The expanded office space will also offer the opportunity to host client educational events.
Don Levy and his team service a wide range of clients consisting of families, business owners, including professionals and executives and single women who are business owners, widowers or divorcees. Many clients are within ten years of retirement and are seeking expert advice on how to build the best portfolio to support their retirement years. Not to be forgotten, part of the services provided are management of charity funds, pension funds and scholarship/education funds.
Value is a top priority for Confido Wealth Management Group at Manulife Securities. They honour their commitment to value by being transparent with their fee structure and carefully explaining the service you will receive for your investment. Building wealth creation strategies to help individuals and families have a comfortable retirement is their passion. Stop by the new office and get to know the team; the doors are officially open.