31 LEO BELMONTE

31 LEO BELMONTE

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.

 

Company Information

  • Security Financial Services & Investment
  • 4665 Yonge Street Suite 310 Toronto, Ontario M2N 0B4

Contact Information