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 has since been promoted to Head of Client Services. She provides stability and leadership, drawing on over a decade of client service and support experience working...
