Invest in Your Future with Raintree Wealth Management
Risk-Managed, Globally Diversified Strategies for Long-Term Success
At Raintree Wealth Management, we seek to help Canadians achieve long-term outcomes through diversified portfolios designed to manage risk across market conditions, combining institutional portfolio management expertise with disciplined, valuation-driven strategies and investment opportunities.
Evolving Wealth Solutions for Canadians
Raintree Wealth Management has built its reputation on disciplined global portfolio construction, robust risk management, and personalized service. Today, we’re redefining how Canadians invest with a suite of institutional-grade portfolios and funds designed for a spectrum of risk profiles, financial goals, and stages of life.
Our evolution brings greater flexibility, deeper diversification, and access to strategies traditionally reserved for large institutions — while preserving the boutique service and transparency our clients and advisors value most.
With Raintree, a broad range of clients can access a range of solutions designed for different objectives and risk tolerances – fitting their goals and capacity to seek out returns
Who We Are
We are a registered Portfolio Manager across all Canadian provinces, including the Maritimes and Quebec. We combine a risk-first discipline with global diversification to help clients achieve long-term success. Our institutional-style approach is delivered with the care, clarity, and responsiveness of a boutique firm — so investors can access resilient, performance-driven solutions without sacrificing personal service.
Jay Bhutani
President & COO
Peter Kinkaide, CFA
CEO & Chief Investment Officer
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 Funds to meet specific needs and risk tolerance.
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. Two Paths to Invest.
We offer a complete suite of portfolios and funds designed to serve a wide range of investor needs.
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.
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.
Whether you seek simplicity, specificity, or customization, Raintree Wealth Management has a solution that fits.
Why We’re Different
The Raintree 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:
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- 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 is building a trusted wealth platform — focused on independence, innovation, and integrity.
Get Started
Invest With Purpose
Whether you’re an individual investor or an Advisor, Raintree offers solutions for you.
Your wealth journey begins with a conversation.
