by Hannah | Apr 7, 2025 | Executive, Team
Since the very beginning—15 years ago!—Victoria has been an essential part of Raintree’s journey, setting the gold standard for compliance, client service, and leadership. With a career that spans private capital markets, quality assurance, and senior leadership,...
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 | Executive, Team
Jay Bhutani joined Raintree Wealth Management 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...
