Robert Valenzano

Robert has over 25 years of wealth planning experience and is knowledgeable in tax, estate, and corporate planning.

Robert joined Nicola Wealth in January 2021 through the acquisition of his wealth management firm, Stallion Financial Inc., to bring the Nicola Wealth offering to Vaughan. He has worked in the investment management industry for over 25 years and understands the importance of tailored solutions to meet unique client situations. His experience spans a wide range of asset classes, from traditional stocks and bonds to alternatives, including investment products in real estate, private equity, and private debt. With direct business owner experience under his belt, Robert can effectively guide entrepreneurs with strategic financial advice for optimizing corporate structures, assisting in shareholder agreements, and using insurance as part of a holistic plan.

Robert is also very active in the community, fundraising for the Humber River and Mackenzie Health Hospitals and sponsoring numerous events over the years with his cycling family, “Team Revolution”. With the support of Nicola Wealth’s Private Giving Foundation, Rob helps clients establish their own philanthropic legacies, advising them and their families on how to maximize the impact of their donation dollars.

Robert holds his Certified Financial Planner (CFP®), Trust and Estate Planner (TEP), and Canadian Investment Manager (CIM) designations. He has a Bachelor of Arts, Honours from York University, Toronto.