The Six Step Process 
Wealth Management Team Security Financial Services & Investment Corp. has been helping clients reach their financial goals and investment targets since 1978. Now let us help you - starting with a complimentary financial consultation. Contact us today to build your wealth.
The Security Financial Services & Investment Corp. financial advisors believe in providing one-on-one service. They listen to your requirements and financial goals and offer tailored plans in language that you understand. Once you have met and started the process you can count on them to be familiar with your history and provide answers to future questions and concerns.
We realize that our level of service is above industry standards and you expect nothing less than personalized, one-on-one attention when it comes to your financial security.
Meet our financial advisors
Leo Belmonte, BA, CFP, FMA, FCSI, AMP, Chief Executive Officer
Nick Acocella, CFP, FMA, FCSI - Certified Financial Planner
Glenn Carr - Financial Advisor
Bill Cummings, C.A. - Financial Advisor
Jeffrey Dey - Financial Advisor
Robert Kostynyk - Financial Advisor
Tracey Marshall - Branch Manager
Ken Miller - Financial Advisor
Marie Fazio, B.A., - Certified Financial Planner
Brian Gentles - Financial Advisor
Ivan Ayala - Financial Advisor
Darlene Rodger, CGA - Certified General Accountant
Tarvinder Singh, CGA, CPA, FCA - Financial Advisor
Paolo Belmonte - Financial Advisor
Sandra Stewart - Branch Manager
Jerry Copuroglu - Financial Advisor
Gennaro F. De Luca, BA, CFP, FMA’s - Senior Partner
Brandon Ash, BSc - Financial Advisor
Leo Belmonte, BA, CFP, FMA, FCSI, AMP, Chief Executive Officer
Leo Belmonte is Director and Senior Trading Officer of Security Financial Services & Investment Corp. Leo is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI). After graduating with a Bachelor of Arts and a Post-Diploma in Mortgage Brokering, he entered the financial services industry with Investors Group in 1996. During his six-year tenure, Leo held title as consultant, field trainer, new consultant training instructor, and Associate Regional Director. He was instrumental in building a satellite office into a multi consultant, stand-alone branch, with a strong presence in Southern Ontario. Leo then progressed to an independent firm and improved upon his experience at a bank owned brokerage firm. Leo enjoys time with his family, traveling, and playing sports. He is a member of the Knights of Columbus, and the Catholic Businessman Network.
Nick Acocella, CFP, FMA, FCSI - Certified Financial Planner
Nick Acocella is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI). Nick began his career in the financial services industry with Investors Group in 1999, where he embraced the financial planning ethic. He has also gained valuable experience at an independent firm, in addition to a bank owned brokerage firm.
Nick personifies a sound technical and analytical approach to portfolio construction, which is essential in today's investment environment. Coupled with his strong educational qualifications,
Nick's diverse industry experience has given him a broad insight into the needs of his clients. Nick enjoys playing musical instruments, traveling, and spending time with his family.
Glenn Carr - Financial Advisor
Glenn began his career in the financial services industry in 1993 with Security Financial Services. Prior to that Glenn spent 12 years as a professional sport fisherman. For five years he travelled from Halifax to Campbell River British Columbia running the "Special Old Fishing Seminars" for Hiram Walkers Distillery. He was instrumental in consulting and as an "on screen" personality for TV Ontario's award winning Fish On series.
Glenn finished his career in sport fishing as the director of marketing for the FishN'Canada Show. He still likes to fish but only for fun and he is an avid golfer. He loves to travel with his wife Maria and grown up children Pilar and Ryan. He is also a Mason and a Shriner and is very involved in those organizations as a special events coordinator raising funds for charity.
Bill Cummings, C.A. - Financial Advisor
Bill Cummings has been a Financial Advisor for the past 14 years.
Prior to this he spent 25 years as a controller with a large Canadian conglomerate. Bill’s background as a C.A. accompanied by his years of investment experience has provided him with the needed expertise to serve his clients well.
Bill enjoys skiing, bicycling and spending time with his family. Bill is also a member of the Ontario Institute of Chartered Accountants.
Jeffrey Dey - Financial Advisor
Jeff began his career in the financial services industry in 1996 with Security Financial Services. Prior to that Jeff spent 22 years with Loblaws Companies working in their distribution center.
He devotes time to coaching/managing minor hockey and soccer. Jeff is the treasurer of his local Masonic Lodge. His family is very sports orientated. His wife Suzanne loves to ski and participates in karate and exercise classes .
His two son's Cody and Cameron are involved in rugby, soccer, golf and hockey. Jeff likes to golf, fish and ski.
Tracey Marshall - Branch Manager
Upon graduating with honors from Sheridan College’s Business Administration and Marketing Program; Tracey went on to start up her own business in the Cellular Phone industry. After three years she decided to follow her father’s footsteps and joined Security Financial Services & Investment Corp. in 1994. Tracey has since attained her Certified Financial Planner designation along with her Certificate in Financial Planning, Certified Divorce Financial Analyst, Elder Planning Counselor, Investment Funds Institute of Canada; Mutual Fund License, Level I & II Life Insurance Licenses and Disability Insurance License.
As a Certified Financial Planner Tracey has effectively increased the wealth of many individuals while helping them to become more informed before making decisions with regards to their RRSPs, personal investments, estate and tax planning.
As an Independent Planner, her recommendations are totally non-bias and always made in the best interest of those that come to her for guidance. Tracey considers herself one of the ‘lucky people’ in this world, as she absolutely loves what she does.
On the personal side Tracey is happily married with two beautiful children. The family moved to Milton three years ago and since that time Tracey has been working hard on expanding her client base in the Halton Region. An active member in her community, Tracey is a long-standing member of Business Professional Women Brampton and assisted in the creation of the new Halton BPW Chapter.
Tracey’s hobby has always been fitness, and many early mornings she can be found jogging through the parks in Milton or teaching fitness classes at the local gym. Improving one’s health and well-being is a very important part of her life. Like good health, Financial Security doesn’t just happen; it takes a comprehensive plan, specialized skills and a commitment to improve one’s quality of life. Tracey invites you to learn more about herself, Security Financial Services and what she can do for you.
Ken Miller - Financial Advisor
Ken Miller joined Security Financial in 1984 after enjoying interesting and varied careers as a newspaper man for the Toronto Star and as an antique dealer searching through Europe for unique artifacts. His first exposure to the financial world came as an annuity broker for a major life insurance company. This was the first step in utilizing a university economics background adding support to more than 20 years in the business.
Ken’s philosophy about investing is thoughtful and straightforward. One of the challenges that all investors face is to maintain a positive return from one market cycle to the next. In my view, a buy and hold strategy is not ideal, because I believe that the risk/return of the market varies depending on conditions such as valuation and market trend. In his off time, he enjoys windsurfing and training canines, especially his own English Setter, Austin.
Marie Fazio, B.A., - Certified Financial Planner
Marie Fazio, has been helping her clients successfully reach their financial goals for over 15 years. Her success is based on a simple and proven idea: reaching your financial freedom is not based on how much money you have, but rather the decisions you make with the money at your disposal. Your path to financial freedom starts with a strong financial plan. Marie helps her clients create a comprehensive financial plan that guides important financial decisions in areas such as Retirement Planning, Educational Savings, Estate Planning and Tax Efficient Investing.
Marie brings a wealth of financial expertise to her clients gained through many years of experience in the financial services industry. Marie is a Certified Financial Planner, and has completed The Canadian Investment Funds Course, The Canadian Securities Course (CSC) and The Professional Financial Planning Course (PFP). In addition,
Marie holds university degrees from the University of Toronto and the University of Montpellier in France. An avid learner, Marie enjoys traveling and learning new cultures.
Ivan Ayala - Financial Advisor
Ivan Ayala has been a self-employed business owner in the accounting and management field for over twenty years. He has been licensed for life insurance and mutual funds for the past four years. Ivan holds a Registered Professional Accountant designation and is a member of the Association of Professional Bookkeepers and Tax Consultants, and the Guild of Industrial Commercial and Institutional Accounting.
Ivan is happily married with three children. He enjoys walking to keep fit and is constantly looking to improve himself professionally through educational courses and programs.
Darlene Rodger, CGA - Certified General Accountant
Bringing two decades of hands on experience in auditing, accounting, tax planning and computer systems management, Darlene focuses on helping her clients make sense of taxation and accounting issues by providing solutions that are easily understood and meets the requirements of Revenue Canada. Specializing in starts-ups and businesses that seek to grow, Darlene’s expertise encompasses the dream of the business owner and helps transform it into a viable and sustainable undertaking.
Her experience with Revenue Canada and public and private corporations enable her to quickly assess and understand both the needs of her clients and those required by Revenue Canada thus making her your first and only stop for all of your financial and taxation needs. Darlene holds an honours business degree from Wilfrid Laurier University and a Certified General Accountant designation, and has completed the Canadian Funds Management Course.
Brian Gentles - Financial Advisor
With a 30 year track record in business development, Brian has specialized in the rejuvenation of obsolete product lines and the creation of new businesses on the basis of the creation of value to our end users, our distribution and, ultimately, our shareholders. He applied value creation principles within his personal financial development as well. he is a strong believer in the sustained, long-term growth the financial markets and that there are solid returns for investment in quality products. He welcomes the opportunity to help others achieve their goals as he has attained his.
On the personal side, Brian is married with two children in University. Both he and his wife have experienced rigors of having to plan for education expenses and for retirement. In addition, Brian is an avid sports enthusiast with active involvement in tennis and skiing. He volunteers within the community as President of the Erin Tennis Club, which is a part of the recreation department for the Town of Erin.
Tarvinder Singh, CGA, CPA, FCA - Financial Advisor
Tavinder is a Certified General Accountant (CGA, Ontario), Certified Public Accountant (CPA, The Board of Examiner University of Illinois, USA) and Fellow Chartered Accountant (FCA, The Institute of Chartered Accountants of India, New Delhi). He also has licenses for life insurance and mutual funds.
Tarvinder had been practicing as a Chartered Accountant for more than tens years before immigrating to Canada in 1997. He started his career in Canada as a Controller in a large multinational manufacturing organization and spent more than six years as such. Currently, Tarvinder is associated with an accounting firm and involved in his accounting practice and financial advising. Tarvinder enjoys listening to music, watching cricket game and spending time with his family.
Paolo Belmonte - Financial Advisor
Paolo is a Humber College graduate from both the Business Management and Marketing programs. Paolo has over six years of retail sales, business sales, and customer relations experience which works hand-in-hand in his new Financial Advisor position at Security Financial. Since joining the industry in May 2008, Paolo has focused on learning new and existing investment strategies aimed towards capital growth and risk reduction for young investors at the beginning stages of their Financial Plan. Working with the staff at Security Financial has allowed Paolo to learn the in’s and out’s of the industry while still maintaining a focus on research, learning, and development as a Financial Advisor.
During his downtime, Paolo enjoys watching movies, playing hockey and socializing. As a self-proclaimed technology junkie, Paolo is constantly connected to clients and co-workers through his BlackBerry, and his Facebook page.
Robert Kostynyk, BAS (Hons.) - Financial Advisor
Robert has a Bachelor of Administrative Studies Honours Degree with a major in Accounting from York University. He has since earned his Insurance license and Securities license.
Presently he is pursuing his Certified Financial Planner (CFP) designation. While still in University and shortly thereafter, Robert worked at various public accounting firms that enriched his knowledge base in accounting, taxation and financial planning.
Robert is very passionate about his career and he strives to offer an increasingly higher standard of personalization when servicing his clients. De-scrambling all of the financial technical jargon tailored to each client so they can be provided with meaningful solutions to their specific financial plans is how Robert perceives his services.
In his spare time, Robert enjoys playing hockey year-round, socializing with friends and colleagues, and venturing to the movie theatres.
Sandra Stewart - Branch Manager
Sandra is an independent wealth management consultant certified as a Professional Financial Planner (PFP) and Branch Manager. She is a highly-motivated entrepreneur with 30 years of extensive business experience from a diverse career in the financial services and manufacturing sectors. In addition to her formal education and corporate business training, Sandra's expertise and knowledge arise from her experience while holding other senior community positions: as a Trustee & Chair of the Board for Canada's fourth largest pension fund; and as a Board Member & Chair of the Board for a chronic care hospital in Hamilton, Ontario.
Sandra consistently demonstrates strong leadership capabilities and an orientation to achieving results. She possesses excellent relationship management skills and has a proven track record of initiating and implementing change for the benefit of her clients.
Sandra's current mandate is to assist a small group of high-net-worth individuals achieve their financial goals. In her spare time, Sandra stays fit enjoying several recreational activities.
Jerry Copuroglu - Financial Advisor
Jerry was born in Istanbul, Turkey. He graduated the Academy of Economics and Commercial Sciences in 1978 and obtained his B.A. designation.
After working as an Accounting Manager for a Construction Company. Traveling to Middle East (particularly Iraq) to set up accounting systems used by company's sites, he took the offer made by a Quilted Products Manufacturing Company as accounting manager and part shareholder. He worked with that firm for 2 years and immigrated to Toronto in 1985.
After working for an accounting firm he started his own accounting practice in 1990 and obtained the C.G.A. designation in 2000.
Jerry is also providing financial planning and services for his clients since 2000.
Jerry is married with three sons and enjoys his free times with his family by watching and managing his youngest son's soccer team, outdoor venturing, reading and travelling.
Gennaro F. De Luca, BA, CFP, FMA’s - Senior Partner
Gennaro is the Senior and Founding Partner of Redwood Capital Management. His role is that of primary Financial Planner and Advisor and as such oversees all client plans and directives.
His experience in the financial services industry dates back to 1992 when he began working with a large commercial bank while attending York University. He is both a Certified Financial Planner and a Financial Management Advisor. He is a voracious reader and a lifelong Toronto Maple Leafs Fan. He enjoys spending time with his wife Paola and their three children.
See www.redwoodcaptial.ca for more information.
Brandon Ash, BSc - Financial Advisor
Brandon Ash began his career in the financial services industry as an Investors Group consultant. Having partnered with Gennaro De Luca, Brandon looks forward to building a strong independent financial planning business.
Brandon's educational background is in the sciences. He graduated with honours from Queen's University with a BSc in physics and math and then worked in a Microbiology lab at UBC in Vancouver. Brandon has embraced the challenges of the financial services. He enjoys using analytical techniques to examine portfolios and financial planning strategies; he is currently a CFA candidate.
When away from the office, Brandon enjoys reading, sports and getting away to ski at his home hill, Red Mountain in Rossland BC.
See www.redwoodcaptial.ca for more information.
If you wish to find a financial advisor near you please contact us today.