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Who We Are
At Raintree Wealth Management, we understand that managing risk is essential in achieving long-term success for our clients. We utilize experienced institutional Portfolio Managers to create globally diversified investment portfolios. By considering valuations across various markets, we strive to minimize risk and maximize returns for our clients. With registration as a Portfolio Manager across all Canadian provinces, including recent expansions into the Maritimes and Quebec, trust our team to provide the highest standard in investment management.
How We Invest
Risk management is at the forefront of our investment philosophy. We strive to assess and mitigate risk for each client thoroughly; we believe in the importance of a global investment approach. We provide our clients with diverse opportunities by carefully researching and managing global asset allocation.
Finally, we make investment decisions based on a valuation. This approach allows us to identify and capitalize on the best investment opportunities for our clients.
Our Strategies
Portfolio design is all about managing risk. We start by examining multiple sources of volatility that might impact our portfolios.
Canada is just a tiny part of the world’s financial markets. Our global portfolios reflect a top-down perspective on asset allocation using recognized institutional Portfolio Managers.
Our Leadership Team
The Raintree Wealth Management team is comprised of experienced financial professionals who are focused on providing client-centred wealth management solutions.
Peter Kinkaide, CFA
CEO & Chief Investment Officer
Jay Bhutani
President & COO
Insights
Raintree Wealth Management produces regular content created from the extensive research our investment team conducts.
Market Commentary
Media
Latest Posts
The Role of Bonds In a Canadian Investment Portfolio: Still Relevant?
Bonds have long been a key component of many investment portfolios, seeking to provide stability and predictable income.
RRSP vs. TFSA: Which Account is Better for Long-Term Wealth Growth?
RRSP vs TFSA: Which account is better for long-term wealth growth? Discover the key differences, benefits, and how to choose the right option for your financial goals in Canada.
Common Investing Mistakes Canadian Investors Make and How to Avoid Them
Investing is a powerful tool for building wealth, yet even seasoned investors can fall into traps that hinder financial progress.
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