Raintree Wealth Management Inc. (“Raintree Wealth Management”, “RWM”, “we”, “us” or “our”) is registered as a portfolio manager in each province of Canada and in the Northwest Territories. RWM is also registered as an investment fund manager in the jurisdictions where such registration is required.
Raintree Wealth Management is part of the Raintree Group of Companies, which includes entities that may be registered as portfolio managers, investment fund managers, exempt market dealers, or insurance brokerages in various provinces and territories of Canada. Information on this website relating to a Raintree entity is intended only for persons in jurisdictions where that entity is registered or otherwise permitted to conduct business.
Raintree Wealth Management Inc. offers investment fund management and discretionary portfolio management services to clients accepted by RWM in accordance with applicable law and RWM’s account-opening requirements. In providing these services, we may acquire the securities of issuers that qualify as “related” or “connected” issuers of the firm or its affiliates including proprietary pooled investment funds managed by us as investment fund manager and for which Raintree Wealth Management is the trustee.
Raintree Wealth Management’s website may contain hyperlinks to third-party websites operated by parties other than Raintree Wealth Management, including websites operated by affiliates forming part of the Raintree Group of Companies and independent advisors or representatives of such entities. Hyperlinks to third-party websites are provided for your reference only.
Raintree Wealth Management does not control third-party websites, including those operated by affiliated entities within the Raintree Group of Companies, and is not responsible for their content. The inclusion by us of hyperlinks to third-party websites does not imply any approval or endorsement of the material on such websites. RWM makes no representation or warranty regarding the accuracy, completeness, timeliness, availability, security or privacy practices of third-party websites.
The information contained in this website and any downloadable materials accessible within it are intended for general informational purposes only and are not intended to provide investment advice, financial planning, legal advice, accounting or tax advice, or to constitute a recommendation or suitability determination.
Nothing in this website constitutes an offer or solicitation by Raintree Wealth Management Inc., its affiliates or representatives to buy or sell any products or services of any kind whatsoever including, without limitation, securities or any other financial instrument of any issuer including related or connected issuers of the firm. The information is subject to change without notice.
All investments involve risk, including the possible loss of some or all of the amount invested. Investment values and income may increase or decrease, and past performance may not be repeated. Units of investment funds managed by RWM are not deposits, are not guaranteed and are not insured by the Canada Deposit Insurance Corporation or any other government deposit insurer. Investors should review the applicable fund and account documentation before investing.
Any result produced by an online questionnaire, portfolio alignment tool or similar website feature is provided for general informational purposes only. It does not consider all information required for RWM’s know-your-client and suitability processes and does not constitute investment advice, a recommendation or a suitability determination. Use of this website, completion of an online tool or submission of a website form does not create a client relationship with RWM.
Public website forms must not be used to provide trading, withdrawal, transfer, account-change or other urgent or time-sensitive instructions. Do not submit passwords, access codes, social insurance numbers, banking information, complete account numbers or other sensitive personal or financial information through a public website form.
Raintree Wealth Management accepts no liability whatsoever for any inaccuracies in the information provided or for any loss or damage of any kind arising out of the use of all or any part of this website. The information contained herein is unaudited, unless explicitly specified otherwise.
The information contained on this website does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product or service to anyone in the United States or in any other jurisdiction in which such an offer or solicitation is not authorized or unlawful. Prospective investors who are not resident in Canada should consult with Raintree Wealth Management to determine whether the securities referred to on this website may be lawfully sold in their jurisdiction.
Commentary contained within this website reflects the opinions of Raintree Wealth Management at the time of writing and may reference sources that we believe to be accurate and reliable at the time of posting. We do not guarantee the accuracy or completeness of such information and our opinions and viewpoints may change over time. Any target return, target yield, target distribution, expected volatility range, liquidity expectation, projection, hypothetical or modelled result, pro forma information or other forward-looking statement reflects current expectations, estimates and assumptions. Such information is subject to risks and uncertainties, is not guaranteed and may differ materially from actual results.
Raintree Wealth Management does not accept any liability for your use of this website.
Your use of this website is provided on an “as is” and “as available” basis, without any representations, warranties or conditions of any kind, whether express or implied, and including without limitation implied representations, warranties or conditions of title, non-infringement, merchantability, fitness for a particular purpose, performance, availability, timeliness, accuracy or completeness, all of which are hereby disclaimed by Raintree Wealth Management to the fullest extent permitted by law. RWM does not guarantee that access to the website will be uninterrupted or secure, or that the website will be free from viruses, malicious code or other harmful components.
To the fullest extent permitted by applicable law, Raintree Wealth Management will not be liable to you or any other person for any loss or damage (whether direct, indirect, special, incidental, economic, or consequential, exemplary or punitive) arising from, connected with, or relating to the use of or inability to use this website, the information or any action or decision made by you or any other person in reliance on this website or the information or any unauthorized use or reproduction of this website or the information. Nothing in this disclaimer limits any duty, obligation or liability that cannot lawfully be limited or excluded under applicable securities, privacy or other laws.