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.
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Paul Shirer | Executive Director of Security Financial
Paul Shirer is Executive Director of Security Financial Services & Investment Corp. as well as Founder, CEO and President of Perfect Timing Financial Corporation. After completing his Bachelor of Commerce degree at McMaster University’s DeGroote School of Business, Paul joined Montreal Trust. He became branch manager where he was responsible for over $1.2 billion in agency fixed income deposits overseeing a national office complement of 18 staff. In 1995, Paul founded his independent financial consulting business, Perfect Timing Financial Corporation. Over the past 30 years, the firm has evolved into a full-service family office under the banner Perfect Timing Family Wealth. With a long-standing family history in Toronto’s west-end Kingsway community, Paul and his team of partners operate out of their new office building in central Etobicoke, the same area he and generations of his family have called home. Paul is a fitness, health and travel enthusiast. Whether skiing the tallest mountains, water-skiing on the most serene lakes or running numerous international marathons such as New York and Chicago, Paul and his family are continually travelling the world for their next adventure.
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3rd Annual Private Wealth Canada Forum - Toronto
Moderator of “Today’s Equity Market: Trends vs Fads”