January 27, 2015
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 and articulate teacher to those of us who feel overwhelmed in the area of finance.
His quiet, dignified and calming demeanour sets you at ease from the onset.
We know, that for most of us, the financial landscape is a very intimidating one. Even those of us who consider ourselves fairly capable and astute when it comes to dealing with day to day financial situations, find the area of investments, RRSP’s, stock market, etc. a daunting world to venture into. My husband and I agree that Leo and his staff have made the financial world so much easier to understand and therefore we are able to make wise decisions with our overall finances.
I would, and in fact, have recommended Leo and his company to my family, friends or acquaintances who are looking for good, solid, ethical advice and support when dealing with their personal finances.