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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
Portfolio Manager Registration Update
Raintree Wealth Management is a Registered Portfolio Manager in all Canadian provinces, including the Maritimes and Quebec.
How Federal Elections Influence Financial Markets
Federal elections are pivotal events that extend their influence beyond the political arena, significantly impacting financial markets.
The Appeal of Small-Cap Investing
Small-cap investing, which involves buying shares in companies with relatively small market capitalizations, typically ranging from $250 million to $2 billion, presents a compelling case for those looking to diversify their portfolios and achieve higher returns.
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