Robert Valenzano - Nicola Wealth
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Robert Valenzano

CFP, TEP


Position

Principal, Advisory Services


Robert Valenzano

CFP, TEP

Robert is a Principal, Advisory Services at Nicola Wealth and is 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. Very active in the Vaughan business community in both providing advice and supporting his business colleagues. He believes in the importance of family, and when not in the office he 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.