Business Details
Trusted Financial Advisers in Oakville | Confido Wealth Management Group
Confido Wealth Management Group is a dedicated team of financial professionals committed to helping clients achieve long-term financial security. With over 26 years of combined experience in the industry, our advisors specialize in crafting personalized financial strategies tailored to individual life goals. Our holistic approach integrates estate planning, investment management, and risk mitigation to ensure comprehensive wealth preservation. We collaborate closely with clients to develop actionable plans that address retirement readiness, tax efficiency, and intergenerational wealth transfer. Backed by the resources of Manulife Securities Incorporated, we maintain a client-first philosophy while adhering to the highest standards of professional conduct.Our team's expertise extends to business succession planning, education savings strategies, and customized debt management solutions. Through ongoing communication and annual portfolio reviews, we ensure our clients' financial plans evolve with their changing needs. Our commitment to community engagement reflects our belief in the broader impact of financial well-being. We maintain transparent fee structures and prioritize clear, jargon-free communication to build lasting trust with every client. This dedication to personalized service has established us as a reliable partner in financial planning for individuals and businesses alike.
Services
Estate Planning
Investment Management
Risk Management
Debt Management
Tax Minimization
Insurance Policies
Business Advisement
Retirement Planning
Tax Planning
Home Ownership Planning
Highlights and features
- We offer 26+ years of combined experience in personalized financial planning
- Our holistic approach integrates estate, tax, and investment strategies
- We maintain transparent fee structures and jargon-free communication
- Our team includes certified professionals with CFP, CIM, and TEP designations
- We provide annual portfolio reviews and ongoing financial strategy adjustments
Services
Estate Planning
Our estate planning service creates comprehensive strategies for asset distribution and tax minimization. We collaborate with legal professionals to establish wills, trusts, and power-of-attorney arrangements that protect your legacy. This service ensures your financial wishes are honored while minimizing tax burdens for beneficiaries through customized succession plans.
Investment Management
We develop customized investment portfolios using proven wealth management principles. Our approach balances capital protection with growth potential through diversified stock and bond allocations. Each strategy incorporates tax-efficient practices to maximize long-term returns while aligning with individual risk tolerance and financial objectives.
Retirement Planning
This service creates personalized retirement strategies considering lifestyle goals and income requirements. We analyze current assets, project future needs, and implement investment plans to ensure financial security throughout retirement. Regular portfolio reviews ensure continued alignment with evolving market conditions and personal circumstances.
Tax Minimization Strategies
Our tax planning service identifies legitimate deductions and deferral opportunities to reduce tax liabilities. We collaborate with accountants to implement strategies for business owners and professionals, including incorporation benefits and retirement account optimization. The service focuses on maintaining compliance while maximizing after-tax returns.
Business Succession Planning
This service prepares business owners for ownership transitions through structured succession plans. We develop strategies for leadership transfer, estate freezes, and business valuation to ensure continuity. The planning process addresses tax implications and maintains client relationships during ownership changes while protecting stakeholder interests.
People
Don Levy
Branch Manager & Portfolio Manager
Certified financial planner with 26+ years experience specializing in retirement and estate planning. Holds CFP, CIM, and TEP designations. Active community leader serving multiple charitable organizations.
Ben Holyday
Branch Manager & Financial Planner
Certified financial planner with extensive brokerage experience. Focuses on client-centered investment strategies and branch compliance management. Holds CFP and FMA designations.
Pam Di Franco
Executive Assistant
15+ years financial industry experience with expertise in client relations and administrative support. Ensures efficient communication and service delivery for client accounts.
Kathy McFarlane
Administrative Assistant
20+ years administrative experience in financial services. Specializes in time management and confidential client support with strong organizational capabilities.
Questions
What financial planning services do you offer?
We provide estate planning, investment management, retirement strategies, tax optimization, and business succession planning tailored to individual needs.
How do you help with retirement planning?
We create personalized retirement strategies considering lifestyle goals, income requirements, and investment timelines to ensure long-term financial security.
What makes your firm different?
Our holistic approach combines certified expertise with personalized service, backed by Manulife's resources and 26+ years of combined industry experience.
Do you work with business owners?
Yes, we specialize in business succession planning, tax strategies, and wealth transfer solutions for entrepreneurs and professional practices.
Reviews (1)
Alexander Robinson Tank The Nasdaq
Nov 09, 2020
Report
Fantastic branch with several veteran advisors and in house portfolio managers. Beautiful high end facilities and very active in the oakville community.
