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

Valentine Investment Group

  • Home
  • Plan. Preserve. Perform
  • About Us
    • Our Team
    • Family Approach
    • Integrated Approach
  • Services
    • Our Solutions
  • Market Insights
  • Client Experience
  • Contact us

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0132
Email Email us
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Telephone Number Tel

Plan. Preserve. Perform.

The business success of Valentine Investment Group is based on a family office approach to our client relationships and services, combined with our distinct investment model. Our capability to deliver a wide range of wealth and risk management advice and products to ensure a customized, total solution approach to each client's investment and risk management needs. Clients of The Valentine Investment Group enjoy the support of a wide range of research and portfolio advisory services. Our goal is to preserve our client's net worth by applying our proprietary investment model and disciplined investment formula to wealth management. Our commitment to our clients is to provide an investment model and philosophy that strives to deliver predictable returns over the long term combined with alternative market opportunities for wealth enhancement.

 

Plan. Preserve. Perform. Everything we can do on behalf of our client is driven by this simple, three-part proposition.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

My Team

Ken Valentine

Portfolio Manager
Senior Wealth Advisor
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L-J (Queenie) Noronha

Client Associate
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Sam Valentine

Administrative Assistant
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Contact us

Address

Valentine Investment Group Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 266-0132
Toll-free: 1 (800) 290-6643
Fax: (403) 264-1030
 

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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.