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Valentine Investment Group

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

Our Team

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

About Us

Our Team

The Valentine Investment Group has over 30 years of experience of employing a 'Family Approach' in the investment advising business. We feel we can effectively communicate the economic environment to our clients in a very user friendly way that allow both the firm, and the client to get the most out of the relationship. The ability to share these insights and produce meaningful results for our clients always has been, and always will be our top priority. We partner with clients to find optimal investments to help them grow and preserve their wealth. We choose to employ a 'Family Approach' as it allows us to collaborate and discuss what is important to our clients, i.e. Financial planning, Investment advice, Estate planning, etc. With the family approach, we are able to build our clients a professionally managed and diversified portfolio.

 

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 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Ken Valentine

Portfolio Manager

Senior Wealth Advisor

Tel:

(403) 266-0132

Email:

ken.valentine@cibc.com

Linkedin

Ken has been an Investment Advisor since 1986. He holds a Bachelor of Arts Degree in Economics from Western University. Ken also holds the Chartered Investment Management designation (CIM). During his career Ken has also spent 13 years as a Branch Manager. Ken and his team employ a financial planning process that produces predictable outcomes over a long term relationship with clients. Ken has, and always will be dedicated to helping clients build, protect and preserve wealth through a diversified portfolio approach using a variety of investment solutions. The Valentine Investment Group prefers a collaborative approach to understanding their clients wealth and financial planning needs. The teams ability to coordinate the necessary professionals to better understand financial planning issues is a keystone to developing comprehensive solutions for clients.

Ken Valentine

Portfolio Manager
Senior Wealth Advisor
(403) 266-0132
Opens in your telephone provided application.
ken.valentine​@cibc.com
Opens in your email provided application.
Linkedin
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Ken has been an Investment Advisor since 1986. He holds a Bachelor of Arts Degree in Economics from Western University. Ken also holds the Chartered Investment Management designation (CIM). During his career Ken has also spent 13 years as a Branch Manager. Ken and his team employ a financial planning process that produces predictable outcomes over a long term relationship with clients. Ken has, and always will be dedicated to helping clients build, protect and preserve wealth through a diversified portfolio approach using a variety of investment solutions. The Valentine Investment Group prefers a collaborative approach to understanding their clients wealth and financial planning needs. The teams ability to coordinate the necessary professionals to better understand financial planning issues is a keystone to developing comprehensive solutions for clients.

 

L-J (Queenie) Noronha

Client Associate
(403) 260-0414
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linda-joy.noronha@cibc.ca
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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.