Leo Belmonte of Security Financial Services & Investment is rank 31 in Wealth Professional Canada's 2017 Top 50 Advisors
Security Financial Services & Investment
Toronto, ON
Having started his career with Investors Group before moving on to BMO Nesbitt Burns, Leo Belmonte eventually went out on his own by purchasing an independent mutual fund dealer, Security Financial Services & Investment. It was a risk, but a calculated one, and Belmonte has grown the enterprise from five advisors and $80 million in assets to more than $200 million and 15 advisors today. Leading the way, he increased his individual AUM by $15 million in 2016 to an impressive total of $103 million.
Toronto, ON
Having started his career with Investors Group before moving on to BMO Nesbitt Burns, Leo Belmonte eventually went out on his own by purchasing an independent mutual fund dealer, Security Financial Services & Investment. It was a risk, but a calculated one, and Belmonte has grown the enterprise from five advisors and $80 million in assets to more than $200 million and 15 advisors today. Leading the way, he increased his individual AUM by $15 million in 2016 to an impressive total of $103 million.
