Your Money Matters: A Holistic Approach to Wealth Management
Are you wondering how to ensure financial stability during times of market uncertainty?
Our speaker, Don Levy (BA’86, CFP, CIM, FCSI, TEP), will share key strategies and principles that will help you build and preserve your wealth to achieve your lifetime goals. This session will cover topics on preserving capital, maximizing retirement income, tax-saving strategies and estate planning, while helping you make your money do what matters.
Levy is a senior financial advisor, portfolio manager and the managing director of the Confido Wealth Team at Manulife Securities Incorporated. He has been in the financial services industry for more than 27 years building long-term relationships with clients in order to help them achieve their financial needs. As a seasoned financial advisor Levy has developed a practice specializing in retirement planning, estate planning and portfolio management. He is a fellow of the Canadian Securities Institute (FCSI) having completed several professional designations including certified financial planner (CFP), chartered investment manager (CIM) and trust and estate practitioner (TEP). His investment principles are rooted in proven wealth creation strategies, and great client service is of paramount importance to him.
Register here: https://yorku.zoom.us/webinar/register/WN_Kwp1Ox3dSW-OdQD3Y07MDA.