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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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