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 the Canadian Securities Institute (FCSI), and an Accredited Mortgage Professional (AMP).

I am fully licensed to broker all areas of investment, lending and insurance products. As a Certified Financial Planner (CFP), I combine my skills and knowledge with the experience of the best professionals in the industry to create sound financial plans for my clients. I am guided by my core values of integrity, responsibility, and ethical conduct; the relationships with my clients are built on a foundation of trust and excellent customer service.

I entered the financial services industry in 1994 after graduating with a Bachelor of Arts and a Post-Diploma in Mortgage Brokering.  In my twenty year career I have worked at several advisory firms, and in 2004 I purchased Security Financial Services. Ten years later, the assets under administration of the firm doubled in size, with a threefold increase in the advisor base.  Today the firm services in excess of 1,000 households providing comprehensive financial planning strategies to help them achieve their goals and objectives. Security Financial Services & Investment Corp. is committed to helping clients meet their personal and financial goals with the highest of standards.

On a personal note, there is nothing I enjoy more than spending time with my family, travelling and playing golf.

If you would like to connect with me, be sure to follow the links in the Share section of this page and find me on Twitter, Facebook and LinkedIn.

 

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