At Raintree Wealth Management we use a unique blend of in-house investment management capabilities with some of the best global institutional money managers.
Investment Committee
Peter Kinkaide, CFA
CEO & Chief Investment Officer
Jay Bhutani
President & COO
Denis J Bisson, MBA, CFP, CIM, TEP
Independent Portfolio Manager
Sean Wilson, B.Mgt, CIM, CFP
Independent Portfolio Manager
Access To Opportunity
Visit the Polar website to learn more.
Strategy
Absolute Return
Firm Inception
1991
Assets Under Management*
Investment Professionals
Visit the Hillsdale website to learn more.
Strategies
Small-Cap US Equities
Small-Cap Cad Equities
Firm Inception
1996
Assets Under Management*
Investment Professionals
Visit the FGP website to learn more.
Strategies
Global Fixed Income
Preferred Shares
Firm Inception
1980
Assets Under Management*
Investment Professionals
Visit the Vision Capital website to learn more.
Strategy
Public Real Estate
Firm Inception
2008
Assets Under Management*
Investment Professionals
Visit the Wealhouse website to learn more.
Strategy
Long/Short North American Equities
Assets Under Management*
Investment Professionals
Visit the Turtle Creek website to learn more.
Strategy
Mid-Cap North American Equities
Assets Under Management*
Investment Professionals
Visit the SAF website to learn more.
Strategy
Private Credit
Assets Under Management*
Investment Professionals
Visit the Purpose website to learn more.
Strategy
High Interest Cash
Assets Under Management*
Investment Professionals
Visit the Orchard website to learn more.
Strategy
Private Credit
Assets Under Management*
Investment Professionals
Visit the Morgan Stanley website to learn more.
Strategy
Private Credit
Assets Under Management*
Investment Professionals
Visit the BlackRock website to learn more.
Strategy(ies)
Canadian Equities
US Equities
International Equities
Emerging Markets Equities
Assets Under Management*
Investment Professionals
Visit the Carlyle website to learn more.
Strategy
Private Credit
Assets Under Management*
Investment Professionals
Visit the AQR website to learn more.
Strategy
Absolute Return
Assets Under Management*
Investment Professionals
Our Portfolio
Our portfolios are designed to outperform the benchmark in a full economic cycle. Our alternative strategies also provide portfolio volatility level reduction and better risk-adjusted returns.
Our investment approach is to analyze macro-economic variables and allocate the funds within asset classes considering risk and return trade-offs. The portfolios have minimum and maximum allocations for each asset class and allocation will vary within known ranges.
Growth Portfolio
The Raintree Wealth Growth Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term growth over a full market cycle. This portfolio will appeal to Investors looking for a single growth portfolio that offers aggressive growth.
*Accurate as at May 2023
Canada Equity Large Cap
is 9% of a Growth Portfolio
Growth Portfolio
The Raintree Wealth Growth Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term growth over a full market cycle. This portfolio will appeal to Investors looking for a single growth portfolio that offers aggressive growth.
*Accurate as at May 2023
Canada Equity Large Cap
Fixed Income
Canada Equity Small Cap
Preferred Shares
US Equity Large Cap
Tactical
US Equity Small Cap
Absolute
International Equity
Cash
Emerging Markets Equity
Balanced Portfolio
The Raintree Wealth Balanced Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term returns over a full market cycle. This portfolio will appeal to Investors looking for a single balanced portfolio that offers moderate growth.
*Accurate as at May 2023
Canada Equity Large Cap
is 8% of a Balanced Portfolio
Balanced Portfolio
The Raintree Wealth Balanced Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term returns over a full market cycle. This portfolio will appeal to Investors looking for a single balanced portfolio that offers moderate growth.
*Accurate as at May 2023
Canada Equity Large Cap
Fixed Income
Canada Equity Small Cap
Preferred Shares
US Equity Large Cap
Tactical
US Equity Small Cap
Absolute
International Equity
Cash
Emerging Markets Equity
*Accurate as at May 2023
Conservative Portfolio
The Raintree Wealth Conservative Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term returns with lower risk. This portfolio will appeal to Investors looking for a single portfolio that offers stability of fixed income returns with the extra boost that equities can provide.
*Accurate as at May 2023
Canada Equity Large Cap
is 6.6% of a Conservative Portfolio
Conservative Portfolio
The Raintree Wealth Conservative Portfolio is a fully diversified, actively managed portfolio that seeks to provide long-term returns with lower risk. This portfolio will appeal to Investors looking for a single portfolio that offers stability of fixed income returns with the extra boost that equities can provide.
*Accurate as at May 2023
Canada Equity Large Cap
Fixed Income
Canada Equity Small Cap
Preferred Shares
US Equity Large Cap
Tactical
US Equity Small Cap
Absolute
International Equity
Cash
Emerging Markets Equity
Preservation Portfolio
The Raintree Wealth Preservation Portfolio is a fully diversified, actively managed portfolio that focuses on lower volatility and risk over a full market cycle. This portfolio will appeal to Investors looking for a single portfolio that offers capital preservation.
*Accurate as at May 2023
Canada Equity Large Cap
is 6.6% of a Preservation Portfolio
Preservation Portfolio
The Raintree Wealth Preservation Portfolio is a fully diversified, actively managed portfolio that focuses on lower volatility and risk over a full market cycle. This portfolio will appeal to Investors looking for a single portfolio that offers capital preservation.
*Accurate as at May 2023
Canada Equity Large Cap
5%
Fixed Income
52%
Canada Equity Small Cap
1%
