by Jenna | Sep 6, 2023 | Team, Uncategorized
Michael Freeman joined Raintree in 2017, initially as a Private Wealth Advisor at Raintree Financial Solutions before migrating to Raintree Wealth Management in 2023. Michael began his career as a co-founder of a proprietary trading firm that specialized in trading US...
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 | 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....
by Hannah | Mar 27, 2023 | Team
Edita Sehic joined Raintree Wealth Management in August 2022 as our Senior Investment Administrator and leads our client service team. She provides stability and leadership, drawing on over a decade of client service and support experience working with private wealth...
