Patricia Valente

Licensed Assistant

Patricia Valente joined our team over 25 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions.

Patricia has successfully completed the “Canadian Investment Funds Operations Course” (mutual fund administration), the “Canadian Investment Funds Course” (mutual funds licensing exam), as well as the “Branch Managers’ Course” all offered by the Investment Funds Institute of Canada. Please feel free to contact Patricia at any time with your questions and concerns or comments regarding our client and financial services.