Raintree Wealth Management.
Disciplined, Long-Term Thinking. Thoughtful Portfolio Design.

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We Are Truly Different

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.

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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.

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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.

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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.

Background
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

Our Team

Peter Kinkaide
Peter Kinkaide, CFA
Chief Executive Officer
Greg Bainbridge
Greg Bainbridge, CFA
Chief Investment Officer / Chief Compliance Officer
Adrian Morgan, CFA, CPA, CA
Vice President & Portfolio Manager
Background

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
Edmonton, Alberta
T5S 1M3
P 780.443.0340
F 780.443.2656
TF 1.855,443.0340
info@raintreewm.com


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