Walter Valentini
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.
Angela Cerasuolo
Administrative Associate
Angela brings over two decades of professional client service to the table and handles administrative and operational issues for the team. she is fully licensed and can accept buy/sell orders on shares, mutual funds and fixed income securities.
She is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Angela provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts
Angela Cerasuolo
Angela brings over two decades of professional client service to the table and handles administrative and operational issues for the team. she is fully licensed and can accept buy/sell orders on shares, mutual funds and fixed income securities.
She is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Angela provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts