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, contributing across multiple roles within the Financial Solutions team and building a strong foundation in client service and operations. After a maternity leave and relocating to Ontario, she returned to Raintree Wealth...
by Hannah | Mar 27, 2023 | Team
Edita Sehic joined Raintree Wealth Management in August 2022 as our Senior Investment Administrator and has since been promoted to Head of Operations. She provides stability and leadership, drawing on over a decade of client service and support experience working with...
