Our Team
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, CFP, CIM,TEP
BRANCH MANAGER & PORTFOLIO MANAGER
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 can discover financial freedom. He specializes in retirement planning, estate planning and portfolio management.
His holistic approach is tailored to the client’s individual needs and rooted in proven wealth creation strategies. Don also believes that investing in the community is an important part of wealth creation.
He has served on the board of the United Way of Oakville, Joseph Brant Memorial Hospital, the P.A.C.E. Canada Adopt a School Program, ORBIS International and several overseas charities focused on education and ending childhood poverty.
Reach Don at don.levy@manulifesecurities.ca and 905-822-4488 ext. 19
Ben Holyday, FMA, CFP
BRANCH MANAGER & FINANCIAL PLANNER
Ben Holyday is an investment advisor and the Oakville branch manager for Manulife Securities Incorporated. He is passionate about taking a client-focused investment approach, and also manages the day-to-day compliance needs of the branch.
He holds designations as a certified financial planner (CFP) and a certified financial management advisor (FMA).
Ben previously worked at several leading brokerage firms, and has gained valuable insight on what it takes to run a successful investment practice.
Reach Ben at
ben.holyday@manulifesecurities.ca and
905-822-4488 ext. 12
Pam Di Franco
EXECUTIVE ASSISTANT TO DON LEVY
Pam Di Franco is an executive assistant with over 15 years of customer service and financial industry experience.
Pam has a passion for helping clients and thrives on ensuring clients needs are met through her attention to detail and efficient communication skills.
Reach Pam at p.difranco@manulifesecurities.ca and 905-822-4488 ext. 39
Kathy McFarlane
ADMINISTRATIVE ASSISTANT TO DON LEVY
Kathy McFarlane is an administrative assistant with over two decades of experience in the financial industry.
She is an organized multi-tasker with sharp communication skills who excels at time management, confidentiality, and discretion.
Reach Kathy at
kathy.mcfarlane@manulifesecurities.ca and
905-822-4488
GET IN TOUCH
Tel: +1888 697 5866
Email: don.levy@manulifesecurities.ca
2360 Bristol Circle #100, Oakville,
ON L6H 6M5
Hours of operation
- Mon - Fri
- -
- Sat - Sun
- Closed
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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Confido Wealth Management Group is a trade name used for securities related business. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.
