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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Walter Valentini

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Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-7645
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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with expert advice and superior service.

 

Walter Valentini

Investment Advisor
(514) 392-7645
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walter.valentini@cibc.ca
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For the past 20 years, Walter has been working closely with his clients, guiding them through many important decisions in order to achieve their goals. Walter manages personalized investment portfolios for wealthy individuals, business owners, and professionals such as accountants, lawyers and physicians. His core investment philosophy is to provide the right balance between safeguarding accumulated wealth and increasing wealth with a responsible risk adjusted return.

 

Walter graduated from The John Molson School of Business with a Major in Finance. He loves spending quality time with his son Dante, and enjoys playing golf in the summer and skying in the winter. He also enjoys working out and challenging himself in various activities.

 

Kenneth Jardin

Administrative Assistant
(514) 392-4842
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kenneth.jardin@cibc.com
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In his role as an Administrative Associate, Kenneth is responsible for the team’s daily operations including account administration, client communications and addressing client requests. He provides an exceptional client experience.

 

Kenneth began studying at Concordia University in civil engineering where he quickly transitioned into the world of finance. He started his career with retail broker CIBC Investor Services Inc (ISI) as a Customer service Representative where he completed the Canadian Securities Course and Options  course to excel into a trader role and subsequently a leadership role. Kenneth’s commitment to professional growth is evident through his completion of various industry certificates, most recent being the Wealth Management Essentials (WME) providing him with a comprehensive understanding of financial planning and investment strategies. Through his time at CIBC, he has amassed an extensive knowledge on market mechanics, brokerage operations and banking procedures. His passion lies in market research, travel and sports.

 

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Address

Walter Valentini Address
1 Place Ville Marie
Suite 4125
Montreal, QC H3B 3P9
Telephone number: (514) 392-7645
Toll-free: 1 (877) 392-7600
Fax: (514) 392-7601
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.