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Don Levy

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Don Levy

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Managing Director and Senior Portfolio Manager, Confido Wealth Management Group
Economics and Political Science, Bachelor of Arts (BA)

Don Levy's company Confido Wealth Management Group owns and manages Manulife’s premier Oakville Wealth Management office. He is the Managing Director and Senior Portfolio Manager. He has been in the Financial Service Industry for over 30 years and has operated in partnership with Manulife Securities Incorporated for the past 27 years. Prior to this he worked for a company that did corporate finance.

Don graduated from York University with a Bachelor’s Degree, and has since completed the Canadian Securities Course, Professional Financial Planning Course, along with courses in Insurance, Risk Management, and Taxation. He has completed several Professional Designations including the Certified Financial Planner (CFP), The Chartered Investment Manager (CIM), and The Fellow Canadian Securities Institute (FCSI). He has also been granted Membership into the Society of Trust and Estate Practitioner (TEP).

Don believes that wealth creation also involves investing in our community. Don has served on the Advisory board of PFSG, a nonprofit that provides creative funding for the building of churches across Canada, as well as supporting emergency relief and development overseas. He also participates in the P.A.C.E. (Canada) adopt a school program. In addition, he was a member on the Joseph Brant Memorial Hospital Board Finance Committee, and The United Way of Oakville Board of Directors. Don is past Co-Chair of the Toronto Volunteer Committee of ORBIS Canada, a global charity aimed at eliminating preventable blindness. Don has been involved in various community programs in Oakville, Toronto, Mississauga, and Burlington. He resides in Oakville with his wife and two daughters.

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