Business Details
48 Years
experience
Trusted Financial Advisers in Toronto
Security Financial Services & Investment has been dedicated to providing customized financial solutions since 1978, guided by core values of integrity, responsibility, and ethical conduct. Our team of certified professionals specializes in wealth management, financial planning, and strategic investment advice tailored to individual client needs. We employ a six-step financial planning process accredited by the Financial Planners Standards Council, ensuring comprehensive analysis of cash flow, tax projections, risk management, and estate planning. Through strategic alliances with industry experts like estate lawyers and tax accountants, we offer a multidisciplinary approach to wealth preservation. Our independence allows us to provide unbiased product selection without proprietary constraints, prioritizing client objectives over institutional interests.With decades of combined experience, our advisors focus on building long-term relationships while adapting to evolving financial landscapes. We maintain transparency in all operations, emphasizing client education and clear communication about investment risks and tax implications. Our commitment to excellence has earned recognition in industry publications and a reputation as trusted advisors in the financial services sector. By combining personalized service with access to world-class ETF management through partnerships, we help clients navigate complex financial decisions. Our dedication to continuous improvement ensures clients receive innovative strategies aligned with their evolving goals.
Services
Wealth Management
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Cash Management
Education Planning
Corporate Planning
Insurance Planning
Details
- Year established: 1978
Highlights and features
- We have over 40 years of experience in financial services
- Our six-step financial planning process ensures comprehensive solutions
- Strategic alliances with tax accountants and estate lawyers enhance service quality
- Independence allows unbiased product selection without proprietary constraints
- Certified advisors with CFP and FCSI designations lead client relationships
What people say
Knowledgeable advisor
True caring for clients
Extensive financial knowledge
Exceptional services
Approachable
Services
Wealth Management
Our wealth management services combine strategic investment planning with comprehensive financial analysis to grow and preserve client assets. We create customized portfolios considering risk tolerance, financial goals, and market conditions. With access to diverse investment vehicles including ETFs and GICs, we help clients build long-term wealth while maintaining liquidity for immediate needs.
Financial Planning
Using a certified six-step process, we develop personalized financial plans addressing cash flow, tax optimization, and retirement strategies. Our approach includes regular reviews to adapt to changing life circumstances and economic conditions. Certified advisors work closely with clients to ensure alignment with evolving financial objectives.
Tax Planning
We implement tax-efficient strategies including income splitting, estate freezes, and tax-deferral techniques. Our services cover comprehensive tax minimization plans and referral arrangements for tax return preparation. By integrating tax planning with overall financial strategies, we help clients maximize after-tax returns.
Estate Planning
Our estate planning services ensure wealth transfer according to client wishes while minimizing probate fees. We coordinate will creation, trust establishment, and power of attorney documents. Strategic planning helps clients create lasting legacies through charitable giving and family wealth preservation techniques.
Retirement Planning
We develop comprehensive retirement plans analyzing RRSPs, RRIFs, and pension benefits. Our services include income projections, withdrawal strategies, and government benefit optimization. Certified advisors help clients transition smoothly into retirement with confidence in their financial security.
People
Leo Belmonte
Director and Chief Executive Officer
Chartered Investment Manager with 25+ years in financial services, featured in Wealth Professionals Top 50 Advisors. Leads Security Financial since 2004, expanding advisor base and assets under administration. Holds CFP, FMA, and FCSI designations.
Paul Shirer
Executive Director
Founder of Perfect Timing Financial with 30 years in financial consulting. Holds Bachelor of Commerce from McMaster University. Specializes in family office services and has managed $1.2B in fixed income deposits. Operates from Etobicoke office since 1995.
Questions
What financial services do you specialize in?
We specialize in wealth management, tax planning, estate planning, retirement planning, and investment strategies tailored to individual client needs.
How do you ensure personalized financial plans?
Our six-step process includes detailed goal assessment, cash flow analysis, and customized strategy development with regular plan reviews.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP) and Fellows of the Canadian Securities Institute (FCSI) with decades of combined experience.
What areas do you serve?
We primarily serve Toronto, Southern Ontario, and Etobicoke, with clients across Canada through our nationwide advisory network.
How do you maintain objectivity in recommendations?
As an independent firm, we have no proprietary products and maintain partnerships with 32 financial institutions for unbiased solutions.
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