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Rob Valenzano

CFP, TEP

Principal, Vaughn Ontario

Robert Valenzano is a Principal at Nicola Wealth and an expert in tax, estate and corporate planning, delivering personalized service to each and every client as their Personal CFO.

With over 25 years of experience specializing in the business owner market, Robert counsels clients on strategic investment and estate planning, alternative investments, corporate structure, shareholder agreements and risk management solutions. His personal approach to wealth management is a passionate balance of business management expertise, results-oriented solutions and an understanding of the clients’ goals.

Robert has a B.A. (Honours) from York University and holds the CFP (Certified Financial Planner) and TEP (Trust and Estate Practitioner) designations. Outside of Nicola Wealth, Robert is very active in the Vaughn business community in both providing advice and supporting his business colleagues.

He believes in the importance of family, and when not in the office can be found spending time with his wife, Nadia and three children. Robert is a dedicated cyclist, riding in support of building the new Humber River Hospital. In September 2018, Robert joined his fellow riders of Team Revolution to complete the Granfondo Peschiera Del Garda in Italy.

Question & Answers

  • Favourite music genre?

    70's disco and 80's pop

  • Best concert ever attended?

    Bruno Mars - 8th row

  • Favourite foods?

    My Mother-in-laws's homemade Italian dishes – all of them.

  • Favourite sport to play?

    Basketball and Soccer

  • Best place to get a burger?

    HERO Burgers (made by John Lettieri)

  • If you could play any sport professionally what would it be?

    Racecar driver