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Leo Belmonte is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI) and an Accredited Mortgage Professional (AMP). 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 as a Financial Consultant. During his tenure at Investors Group, 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. He then progressed to an independent firm and improved upon his experience at a bank owned brokerage firm. Leo is currently the owner, Director and Senior Trading Officer of Security Financial Services & Investment Corp. which he purchased in the Fall of 2004. Since 1996, Leo has been offering his clients advice, strategies and solutions on mortgage planning.
As a Certified Financial Planner (CFP), Leo’s primary focus is Financial Planning. Whether it involves mortgages, investments, or insurance, he formulates plans for clients based on their current financial situation, their time horizon, and their goals for the future. The benefit of placing a mortgage with Leo is the multi-faceted solutions you can achieve for your overall financial future