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September 9, 2019

R.R

Thank very much for the amazing gift basket!!  I had a nice birthday. However, I’m having a more awesome retirement thanks to you and your team’s hard work, knowledge and expertise.  Not a day goes by without me being grateful for all the wonderful people in my life like you, Ivan and your staff who take care […]

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July 23, 2019

P.A

As always I appreciate your updates, the good with the bad, on the financial markets.  I rest comfortably knowing you have all your clients interests at heart and are keeping a close eye on the markets.

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May 17, 2019

R & M A

First of all congratulations on being featured in two articles!  That’s amazing and a credit to what you have been able to accomplish in your career and with your business!  Congratulations also on the purchase of the investment assets of Sinclair Cockburn and the alliance between Security Financial  and LifePlan.  We’re so happy that your business […]

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May 17, 2019

J & N T

I must say, you guys are going like gangbusters – congratulations on your recent acquisitions  Leo, very impressive.  Thanks for the updates.  John and I wish continued success.  All the best to you and your family!

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May 17, 2019

P & T M

Thank you Leo for your fantastic advice!  For years you’ve been making us money with our investments, but recently when like many people, we ran into debt problems, you showed us the way out when 2 of the big financial corporations couldn’t.

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May 4, 2019

F&J B

Hi Leo, Good news …. congratulations on the growth of Security Financial!  Hoping we will still see you during RRSP and Non-Tax investment seasons.  Take care and have a good day.

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May 4, 2019

M.C

This is all good news for you and Security Financial . Congratulations! I just hope that Chris and I continue to have you and Paolo paying as much attention to our portfolio as you have done in the past.  

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May 4, 2019

P.T

Congratulations! Leo, you are an outstanding business man and I’m delighted to be your customer. Loved the article and many thanks for doing what you do. As you get bigger, you still bring quality of  personal service to Security Financial.

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May 4, 2019

R.S

Thank you for the information regarding Security Financial and its latest expansions.  As always, I find your emails give me a greater understanding of the financial field and the operations involved.  You are to be commended for the way you have handled Security Financial from the beginning and the success you have brought to it.  […]

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May 4, 2019

J&A M

I just received your update on your new acquisition and also the fact that your recognition at BMO . Just want to send our congrats to you and your staff. You guys work very hard and its good to see you succeeding  

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February 1, 2019

P.A

Thanks as always for your astute handling of our portfolio’s.  I appreciate your taking the time to reiterate your outlook on this years predictions.  I have always felt safe and comfortable with your handling of my portfolio, as I’m sure do all your clients.

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November 19, 2018

A.H and L.H

My friend, your story is a beautiful one and you should be very proud of yourself.  You may not hear us say it – but we always refer to you as “family”.  Hope you don’t mind because – we are proud of addressing you as “family”.  It just goes to show – you set your […]

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November 19, 2018

G.R and D.R

Congratulations, well done!  We were so impressed with you the first time we met you.  We continue to feel the same.  You were like “a breath of fresh air”, compared to some of our previous experiences.  Right from the beginning we felt you had our best interests at heart.  We felt safe, you would do what […]

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November 19, 2018

T.P

Just wanted to take a moment to express my appreciation for a job well done.  I have already received my funds thanks to Stephanie.  An employer should always know the good work ethics of their employee.  I read your email with regards to your business everything you wrote is accurate and reassuring to your clients.  Once again thank you for […]

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November 19, 2018

G.H and O.H

We read your article and we have to tell you, we were really impressed.  You have done exceptionally well for yourself.  You had and still have that drive and the work ethic that foster success.  Keep up the good work.

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November 19, 2018

J.F

Leo, thank you for the birthday wishes and the basket of goodies.  I read the article you did with BMO.  That was good visibility and recognition of the services you and your team provide.  I hope it yields more business for you and the team.

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November 19, 2018

J.M

I feel inspired to write you to thank you for looking after my investments and my brother’s so well.  In light of this incredibly volatile market, our funds remain basically stable with only relatively small dips.  Thank-you for your expertise, your guidance and your support.  Thank-you for worrying intensely about our money.  Thank-you for being […]

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July 26, 2017

“D.P”

Hello Leo It is an exceptional article written about you and your philosophies on investing.  What is said is exactly how I know you as a person. I am truly very happy for you and your successes. Sincerely, D.P

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June 4, 2015

A & M

We have known Leo for a long time, even before he started Security Financial. Leo has always been a knowledgeable advisor. However what sets him apart is his true caring for his clients. He is always there to give advice and teach you about you the best way to invest and takes the time to explain […]

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March 18, 2015

“S.T”

I’ve known Leo for 11 years and throughout this time his professionalism, integrity, skill and caring attitude has allowed me to focus on my career knowing that my money was in good hands. Leo makes it a point to know his clients well. For instance, his advice was appropriate for the different phases of my […]

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March 9, 2015

“I.G”

I have taken valuable financial advice from Leo Belmonte, of Security Financial Services, for a number of  years and  have been very impressed with the service provided and the recommendations he has made. He is able to apply his extensive financial knowledge in a way that I can clearly understand. Leo is a very personable man […]

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February 3, 2015

“J.T”

I have been a client of Security Financial for over twenty years and have always found their services to be exceptional.  Leo and his support staff have always surpassed my expectations in all aspects of my portfolio maintenance. Moreover, Leo is very knowledgeable and approachable and has made me comfortable with understanding my portfolio.  He has been able to develop […]

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January 27, 2015

“R.N”

We have known Leo Belmonte since 1997. Leo is a true professional in every sense of the word. Most importantly, his sincerity, genuine concern and caring for his clients and their financial well-being is very obvious from the first time you meet him. He has proven to be an ethical, open-minded financial adviser as well as a patient […]

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January 27, 2015

“J.D.B”

We have invested with Security Financial for over 15 years and Leo Belmonte has been our financial advisor for many of those years. Leo has consistently shown to be honest, reliable with a high level of integrity, knowledge and a professional approach. His management of our portfolio has made us secure and confident in our financial position and goals during these tough […]

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January 27, 2015

J.G

I have worked with Leo Belmonte and Security Financial Services & Investment Corp. for several years. During that time I have had several meetings with Leo which have served a number of purposes including retirement planning, retirement expectations and long term planning with great success. He also looks for creative ways to reduce your taxes His expertise and […]

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January 22, 2015

“N.D”

I had the privilege of being introduced to Mr. Belmonte 20 years ago and it has been a noteworthy investment to date. Over the years I witnessed a highly dedicated and ambitious individual take his career to higher levels through continued studies obtaining greater credentials and designations. I have benefitted greatly from his wealth of knowledge and expertise […]

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January 20, 2015

“B.K”

I have been a client of Security Financial for many years. When I first met Leo I felt very much at ease.  There have been many, many times over the years that I have totally relied on Leo’s expertise to guide me in meeting my financial goals.  There has never been any time that I […]

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January 19, 2015

About Me

“The highest compliment I can receive is the referral of a new client. Thank you in advance for your thoughtful recommendation.” My name is Leo Belmonte and I am the Director and Chief Compliance Officer of Security Financial Services & Investment Corp.  I am also a Certified Financial Planner (CFP),Financial Management Advisor (FMA), Fellow of […]

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