Invest in Your Future with Raintree Wealth
Disciplined Wealth Strategies Built Around You
At Raintree Wealth, we believe investing should be personal, purposeful, and built around your goals.
Registered in all provinces, we provide Canadians with access to professional portfolio management and a diverse range of investment opportunities across public and private markets. Our approach is designed to provide greater flexibility, thoughtful diversification, and more ways to pursue your financial objectives.
Evolving Wealth Solutions for Canadians
Raintree Wealth brings together disciplined global portfolio construction, a focus on managing investment risk, and personalized service. Our offering includes professionally managed portfolios and funds, alongside access to alternative investments and other private market strategies for eligible clients, where suitable.
This broader offering provides more choice and additional opportunities for diversification, including strategies that may complement traditional public market investments, while maintaining our commitment to boutique service, transparency, and thoughtful guidance.
Our range of solutions allows us to consider each client’s objectives, risk tolerance and capacity, liquidity needs, investment time horizon, and stage of life when recommending an investment approach aligned with their individual goals.
Who We Are
Raintree Wealth is a registered Portfolio Manager across Canada, combining disciplined investment management with access to a broad range of public and private market opportunities. Our risk-conscious approach, global perspective, and alternative investment expertise give clients greater choice in how they build and diversify their wealth.
We combine a disciplined approach to investing with the care, clarity, and responsiveness of a boutique firm, offering sophisticated wealth solutions guided by each client’s needs and goals.
Peter Kinkaide, CFA
CEO & CIO
Jay Bhutani
President & COO
How We Invest
Our investment philosophy is designed to manage risk while capturing opportunity. Solutions are rooted in disciplined, valuation-driven research and enhanced by global diversification.
Broad Exposure across equities, fixed income, and alternatives including private equity, real estate, real assets, and infrastructure.
Institutional Partnerships delivering world-class strategies.
Variety of Fund and Portfolio Options to meet specific needs and risk tolerances.
Flexibility to tailor portfolios to your goals, values, and tax considerations.
A Key Pillar of Our Strategy: Core + Explore™
Core + Explore™ is our signature framework blending the stability of traditional “Core” investments (stocks and bonds), with tactical “Explore” allocations (alternative investments) to seek growth & income.
This modern approach aims to address the shortcomings of the traditional 60/40 portfolios, building more resilient portfolios for today’s world.
It’s important to understand that Alternative Investments can both increase diversification and add risk; so your Portfolio Manager will weigh those to find the right fit for you.
Core + Explore™
Our Strategies
One Philosophy. Three Ways to Invest.
We offer a complete suite of portfolios, funds, and alternative investments designed to serve a wide range of investor needs.
Whether you seek simplicity, specificity, or customization, Raintree Wealth has a solution that fits.
Model Portfolios
Professionally managed, risk-profiled portfolios engineered for growth, income, or diversification.
- Core+ – Growth across global equities, fixed income, and alternatives.
- Explore+ – Advanced diversification with absolute-return and alternative strategies.
- Flex+ – Globally diversified, liquid portfolios for nimble market access.
- Income+ – Yield-focused strategies blending public and private credit.
- Tailor+ – A customization sleeve allowing ETFs and F-class alternative investments for a personalized strategy.
Raintree Wealth Funds
Standalone investment vehicles offering targeted exposure for precision and performance.
- Core Fixed Income Fund – Broad fixed income with active outperformance potential.
- Core Equity Fund – Global equity exposure through active and passive strategies.
- Enhanced Yield Fund – Blended public and private credit for higher yield opportunities.
- Alternative Strategies Fund – Absolute-return focus with low correlation to traditional markets.
Alternative Investments
Private market opportunities for broader diversification.
Alternative investments span a range of private market and specialized strategies designed to provide differentiated sources of return and diversification beyond traditional public markets.
These opportunities can play a meaningful role in portfolio construction, while introducing distinct risk considerations that should be evaluated within the context of each investor’s objectives and overall portfolio.
Why We’re Different
The Raintree Wealth Advantage
We offer investors something unique: the boutique service of a client-first firm combined with the strategies of global institutions. With us, you can count on:
-
- Risk-first discipline designed to manage through volatility.
- Diversification beyond the shortcomings of traditional 60/40 approaches.
- Access to private equity, private debt, and other alternative investments.
- Customization options to align portfolios and funds with your goals, values, and tax planning needs.
Raintree Wealth is building a trusted wealth platform focused on independence, innovation, and integrity.
Get Started
Whether you’re an individual investor or an Advisor, Raintree Wealth offers solutions for you.
Your wealth journey begins with a conversation.