The best returns are more than financial


Our mission

The mission of The Valente Investment Group is to help create financial security and peace of mind for individuals and their families. We build strong, lasting client relationships based on servicing accounts in today’s ever changing social and economic conditions. Working closely with our clients’ tax and legal advisors, we coordinate the most efficient and effective means for turning goals into reality. The Valente Investment Group conducts our practice in an environment that embraces mutual respect, professionalism and a commitment to exceptional service.
“The hallmark of our practice is a dedication to world-class service.”


Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Federal Reserve

Trump Warshes his hands of Powell

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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