by Leo Belmonte | Jan 10, 2021 | Leo's Blog
Happy New Year! I trust everyone had a safe and healthy holiday season. If you told me back in March 2020 we would end the year with a positive rate of return I would never have believed it. Yet here we are living in one of the most uncertain times of a generation and...
by Securityfinancial | Oct 16, 2015 | Leo's Blog
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the application for probate, signed an accompanying affidavit stating the valuation was correct, and that was it. Not anymore! As of January 1st,...
by Securityfinancial | Jan 13, 2015 | Leo's Blog
Happy New Year. I trust the holiday break treated you well. One of my goals for the new year is to communicate my thoughts and ideas on all financial matters ranging from investment themes to estate planning ideas to tax-saving opportunities. More importantly,...
