by Hannah | Jun 26, 2023 | Executive, Team
Colleen is the Controller of Raintree Wealth 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 and has a...
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
Jay Bhutani joined Raintree Wealth as President in April of 2022. Jay brings 25+ years of experience in investment and wealth management to his role. After graduating from York University with a Business Administration degree, Jay’s career began in retail banking as...
by Hannah | Feb 7, 2023 | Commentary
Performance and Management Effect Commentary Highlights All of Raintree Wealth Management (RWM) Portfolios outperformed their respective benchmarks in a challenging year across asset classes. Our focus on managing risk and controlling downward volatility proved...
by Hannah | Nov 17, 2022 | Commentary
Performance and Management Effect Commentary Highlights Despite energy prices decreasing, inflation remains elevated worldwide, pressuring central banks further. Yields continue to climb as central banks intensify the inflation fight. The US Federal Reserve faces...
