About Leo Belmonte
Director and Chief Executive OfficerManaged by Leo Belmonte, CFP, FMA, FCSI, AMP, Director and 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 has been at the helm of Security Financial Services & Investment Corp. since 2004 and has increased the firm’s advisor base and assets under administration consistently over the years. He has been featured in numerous industry publications, selected as Wealth Professional’s Top 50 Advisors in Canada, and been a guest participant at The Private Wealth Forum in Toronto. Leo enjoys time with his family, traveling, collecting wine, and golfing with his children.
Learn more about myclientfeedback.ca & CapitalInsuranceServices.ca




Testimonials
Featured Articles
3rd Annual Private Wealth Canada Forum - Toronto
Moderator of “Today’s Equity Market: Trends vs Fads”