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

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the 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

Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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