by Hannah | Jun 26, 2023 | Executive, Team
Colleen is the Controller of Raintree Financial Solutions and oversees the entire accounting department for the firm. She provides timely reporting and advice for the firm’s financial decision-making. Colleen has been working in the accounting field for over 10 years...
by Hannah | Jun 12, 2023 | Executive, Team
Denis joined Raintree Wealth Management in 2022 as an independent Portfolio Manager. As part of a collaborative team, Denis is responsible for developing Investment Policy Statements, carefully selecting investments that align with clients’ risk profiles and...
by Hannah | Jun 12, 2023 | Executive, Team
Sean joined Raintree Wealth Management in 2021 as an Independent Portfolio Manager. Sean holds a CIM® designation and is an Associate Portfolio Manager, as well as a Certified Financial Planner. Additionally, he is actively working towards completing his Certified...
by Hannah | May 12, 2023 | Commentary
Commentary Highlights Most central banks are raising interest rates to fight inflation globally US regional banking crisis is forcing yields down and benefiting equity and fixed-income investments We expect a material increase in expected returns as interest rates are...
by Hannah | Mar 27, 2023 | Executive, Team
Ashley Brady joined Raintree in 2011, where she worked with the Financial Solutions team in many different roles. After a maternity leave and move across Canada to Ontario, she is back and now part of the Raintree Wealth Management team as an Investment Administrator....
