Business Details
Your Trusted Partner for Comprehensive Financial Planning
At Manulife Securities Oakville, we are dedicated to empowering clients to achieve their financial objectives through personalized strategies and comprehensive wealth management solutions. With a focus on building long-term relationships grounded in integrity and trust, our team of experienced advisors provides tailored guidance across investment management, risk mitigation, and estate planning. Our commitment to excellence is reflected in our holistic approach, which integrates cutting-edge technology, industry-leading research, and a client-centric philosophy to address both immediate needs and future aspirations. We prioritize financial education, offering seminars and resources to equip clients with the knowledge necessary to make informed decisions. By maintaining independence in our recommendations, we ensure that every solution aligns with our clients' unique goals, whether they seek to grow wealth, manage debt, or secure their legacy.Our partnership with Manulife Securities provides access to a robust network of specialists in banking, legal, and insurance services, enhancing our ability to deliver integrated financial solutions. With over 1200 advisors across Canada, we combine the strength of a globally recognized brand with the personalized attention of a local team. Our advisors benefit from advanced technology platforms, competitive payout structures, and dedicated transition support, ensuring they can focus on delivering exceptional service. We emphasize transparency in all communications, avoiding hidden fees and maintaining clear, straightforward advice. Through decades of combined experience, our team has developed expertise in navigating complex financial landscapes, helping clients achieve peace of mind and financial confidence.
Services
Investment Management
Insurance
Risk Management
Estate Planning
Business Succession
Debt Management
Tax Planning
Retirement Planning
Wealth Preservation
Financial Education
Highlights and features
- We offer personalized financial strategies tailored to individual client needs
- Our team includes certified professionals with decades of combined experience
- We provide access to integrated banking, legal, and insurance specialists
- Our advisors benefit from advanced technology and competitive payout structures
- We combine national resources with personalized local service delivery
Services
Investment Management
We design customized investment portfolios using time-tested principles to protect capital, generate growth, and optimize tax efficiency. Our strategies combine stocks, bonds, and alternative assets to align with individual risk tolerance and financial goals. By continuously monitoring market conditions, we help clients navigate economic cycles while maintaining disciplined investment approaches.
Estate Planning
Our estate planning specialists create strategies to preserve wealth across generations while minimizing probate fees and taxes. We coordinate with legal professionals to establish wills, trusts, and charitable giving vehicles that reflect clients' wishes. Through comprehensive planning, we help ensure smooth asset transfer to beneficiaries while maintaining compliance with evolving tax regulations.
Risk Management
We develop protection strategies against financial risks through life, disability, and critical illness insurance products. Our approach safeguards clients' financial security against unexpected events while integrating with overall wealth management plans. We offer business insurance solutions including key person coverage and succession planning to protect commercial interests.
Business Succession
We help business owners transition their enterprises through strategic succession planning. Our services include valuation analysis, ownership transfer strategies, and tax-efficient exit structures. We coordinate with legal and accounting professionals to ensure seamless transitions that maximize business value while supporting retirement objectives.
Tax Planning
Our tax planning specialists collaborate with accountants to implement strategies that minimize tax liabilities across investment, estate, and business planning. We utilize tax-advantaged accounts, income splitting techniques, and corporate structures to enhance after-tax returns. Our approach focuses on long-term tax efficiency while maintaining compliance with regulatory requirements.
People
Don Levy
Senior Branch Manager
Certified Financial Planner with over 25 years of experience in wealth management. Specializes in retirement planning and portfolio management. Holds CIM and TEP designations. Committed to delivering personalized financial solutions.
Ben Holyday
Branch Manager
Experienced financial planner with CFP and BMC designations. Focuses on comprehensive financial planning and client relationship management. Provides strategic guidance to high-net-worth individuals and families.
Josu Cinus
Financial Advisor
Life insurance specialist with LLQP certification. Helps clients protect assets through tailored insurance solutions. Experienced in estate planning and wealth preservation strategies for diverse client needs.
John Scott
Financial Advisor
Dedicated financial advisor with expertise in investment management and retirement planning. Focuses on creating customized solutions that align with clients' long-term financial objectives and risk profiles.
Tim Wilson
Financial Advisor
Provides comprehensive financial planning services with emphasis on tax-efficient investment strategies. Works closely with clients to develop sustainable wealth management plans tailored to individual circumstances.
Questions
What financial services do you specialize in?
We specialize in investment management, estate planning, insurance, tax optimization, business succession, and retirement planning. Our advisors create customized strategies to address each client's unique financial situation.
How do you work with clients?
We begin with a comprehensive consultation to understand your financial goals, risk tolerance, and current situation. Our advisors then develop personalized strategies and provide ongoing portfolio management and plan adjustments.
What makes your firm different?
We combine the strength of the Manulife brand with personalized local service. Our advisors have access to advanced technology, competitive payout structures, and dedicated transition support while maintaining client-focused independence.
How are you compensated for your services?
We operate on a transparent fee structure that may include asset-based fees, commissions on products, or hourly consulting rates. Our compensation model aligns with delivering value through long-term client relationships.
What areas do you serve?
While based in Oakville, we serve clients throughout the Greater Toronto Area and across Ontario provinces. Our digital capabilities allow us to work with clients nationwide through virtual consultations.
