Raintree Wealth Management.
Disciplined, Long-Term Thinking. Thoughtful Portfolio Design.
The portfolios we construct for clients are often very different than the status quo (60% stocks / 40% bonds portfolio). Our clients are often surprised to learn how substantial the changes in their portfolios are after beginning to work with us.
We Work With Specialists
Each asset class in our portfolios is sub-advised by an institutional investment manager that we’ve selected. This approach allows us to focus on the geographies, asset classes and risk exposures we deem most attractive while allowing specialists to select the individual securities for each market.
We Take A Global Perspective
Canada comprises a relatively small portion of the global financial markets. Our global perspective uncovers opportunities that are often missed out on by traditional portfolios concentrated only in Canada and the United States.
We Make Evidence-Based Decisions
Our portfolios are built using data driven models grounded by empirically proven strategies. We filter our behavioural biases, replace them with intellectual honesty and commit wholly to what the evidence is suggesting.
Founded in 2017, Raintree Capital Inc. is the parent company of Raintree Wealth Management, Raintree Financial Solutions, Raintree Insurance Services and Raintree Corporate Finance. Raintree Financial Solutions was established in 2010 by a dedicated group of partners to provide private investment opportunities to Canadians. To date, Raintree Financial Solutions has placed over $930,000,000* into alternative investments and has referred over half a billion dollars to Portfolio Managers through its network of Private Wealth Advisors. In an effort to provide a more holistic investing experience to clients, Raintree Wealth Management was built to manage traditional, publicly-traded portfolios.
Raintree Wealth Management provides the next level of service to clients by building on the values, foundations and principles established by Raintree Financial Solutions. Designed for clients with a minimum of $100,000 of investable assets, Raintree Wealth Management offers clients what we believe is the highest standard of investment management.
*Assets placed as of May, 2020
In the News
WEALTH PROFESSIONAL- WHY NEW AR-CRM CATEGORY IS A ‘WIN-WIN’ FOR ADVISORS AND CLIENTS
“Peter Kinkaide, who leads Edmonton-based Raintree Wealth Management, said the new registration category, which was announced by the CSA in June, is a win-win scenario for advisors and clients. However, he believes the benefits of the progression have not yet hit home.” Read the full article here.
GLOBE AND MAIL- NEW RULES FOR PORTFOLIO MANAGERS COULD REDEFINE HIRING PRACTISES AT FINANCIAL SERVICES FIRMS
“For example, Peter Kinkaide, chief executive officer at Raintree Wealth Management, an Edmonton-based boutique discretionary portfolio management firm, says the previous regulations made it challenging for his firm because it was difficult to attract experienced PMs who wanted to work in client-facing roles in a small shop.” Read the article here.
The Raintree Wealth Management team
can be contacted at:
Westgate Business Park
10243 – 178 Street
The following discloses our information gathering and dissemination practices for the raintreeWM.com website. Please note that when you access any external links, they may have different privacy policies specific to those sites. We encourage you to read all applicable privacy policies.
As an organization that collects, uses and discloses personal information, Raintree Wealth Management is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Québec), effective January 1st, 2004. In complying with these laws, it is important that Raintree Financial Solutions provide you with information so that you may fully understand the purposes for which your personal information is collected.
What Personal Information Do We Gather From Those Who Visit Our Site?
When you visit our website, you may provide us with two types of information: personal information you knowingly choose to disclose, and information that we automatically collect as you browse our website.
Information You Voluntarily Submit
We collect and store any information you enter on our website, or provide to us in offline contacts we have with you. Information is collected from visitors to the website in the following areas:
- Email Forms – If you use our email forms, we will generally ask you to provide contact information.
- Surveys – At times, you may be asked to complete survey questions that appear on the website.
Information Collected and Stored Automatically
When you browse our website, you and your web browser may also transmit information that we automatically collect. We do log your IP address (the Internet address of your computer), the web pages you visit and the time of your visit, and other click-stream data. This information may be combined with other personal information you have provided. The only other type of information automatically provided to us is the type of computer, operating system and browser you are using. This information is provided by your browser, which we us to improve the performance of our site.
We may also place small data files, called “cookies,” in the browser file of your computer’s hard drive. These cookies automatically identify your browser to our server whenever you interact with the website. We use the cookies to record website statistics. Most browsers automatically accept the cookies, but you usually can change your browser setting to prevent the acceptance of cookies. Certain web pages may not function properly if you choose not to accept cookies.
How We Use Your Personal Information
We use your personal information to communicate with you, if and when necessary, in connection with your use of our website, to respond to your questions, or to send you material and information you request. We may use your information to:
- Consider your suggestions
- Possibly respond directly to you for clarification
- Process your request for materials if you make one
- Try to and answer your questions if you ask them
We may also use your website information in order to help diagnose problems with our site. We may use all information we collect to analyze statistical use patterns and demographic data (basically, where our visitors come from and what demographic characteristics they have) and to improve our site to better serve our customers. We use your IP address to help diagnose problems with our servers, and to administer our website. Your IP address is used to help identify you to gather broad demographic information.
Purposes of Collection
Information of a personal nature allows us to meet our regulatory duty to “know our client” and act in your best interests in recommending the purchase or sale of investments on your behalf. It also allows us to report to you and administer your account in a manner that complies with regulations.
Disclosing Your Personal Information To Others
Raintree Wealth Management respects your privacy. We protect your personal information and adhere to all privacy regulations. We do not rent, sell, or trade our mailing lists. The information you provide will be used to deliver services and to keep you informed and up to date on the activities of Raintree Wealth Management.
Since we are committed to your privacy and security, we have put in place physical, electronic, and managerial procedures to attempt to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect online and through more direct contact. However, please remember that no transmission of data over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot ensure or warrant the security of any information that you transmit to us or from us, and you do so at your own risk.
The activation of certain links on this website may, under certain circumstances, cause the user to leave the Raintree Wealth Management website. Raintree Wealth Management has not reviewed all the sites linked to the Raintree Financial Solutions website and accepts no responsibility for the contents thereof or for any products, services or other offers available on them. The inclusion of a link does not imply endorsement by Raintree Wealth Management. This also applies to websites that offer links to the Raintree Financial Solutions website. Furthermore, explicit prior authorization must always be obtained for a link leading from an external website to the Raintree Financial Solutions website.