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
Founded in 1996, Hillsdale Investment Management is an independent, and employee-controlled, client-aligned investment boutique managing over $4 billion on behalf of a select group of sophisticated institutional and private wealth investors. Hillsdale engages in disciplined active investment management, specializing in equities, alternatives, ESG, and customized mandates. They are committed to producing the highest quality equity investment strategies. Hillsdale is recognized for investment and service excellence a reflection of its relentless pursuit of research and development and of the dedication of its employees.
Visit their website to learn more.
Firm Inception
1996
Assets Under Management*
Investment Professionals
Manage
US & Canadian Small Cap
Beutel, Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. They are dedicated to creating long-term wealth for institutional, private wealth and retail clients by helping them achieve their investment objectives.
Visit their website to learn more.
Firm Inception
1997
Assets Under Management*
Investment Professionals
Manage
Canadian Equities
Foyston, Gordon & Payne Inc. believes that superior investment returns are achieved by taking a long term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis.
Their proven philosophy revolves around two long-standing core concepts:
- Quality
- Value (price)
Visit their website to learn more.
Firm Inception
1980
Assets Under Management*
Investment Professionals
Manage
International Equities
Global Fixed Income
Founded in 1991, Polar is a multi-strategy organization with a general focus on arbitrage-oriented strategies. Polar’s flagship Multi-Strategy Fund began trading in 1991. Over the course of 30+ years, the Multi-Strategy Fund has evolved with the addition of complementary strategies and investment talent with the goal of generating positive returns throughout various market cycles. Their investor base includes institutions, wealth managers and individual investors.
Visit their website to learn more.
Firm Inception
1991
Assets Under Management*
Investment Professionals
Manage
Absolute Return
Quintessence (Q) Wealth Partners is a Portfolio Management Firm, originally founded as ETF Capital Management (ETFCM) in 2006 by Larry Berman – host of Berman’s Call on BNN – and Partners. Today the Firm is one of the fastest growing Portfolio Managers in the country, managing in excess of 2.5 billion dollars with Canadian offices from coast-to-coast. Q Wealth’s investment team specializes in custom tailored wealth management solutions for affluent Investors, combining the themes of wealth preservation and growth, financial and estate planning, diversified ETF-based investing, and global tactical asset allocation.
Visit their website to learn more.
Firm Inception
2006
Assets Under Management*
Investment Professionals
Manage
Global Tactical
Vision Capital Corporation is the Manager of the Vision Opportunity Fund’s alternative investment funds that focus on investments in publicly-traded securities in the real estate sector.
Vision targets inefficiencies that generate a lower cost base, less risk and superior liquidity compared to direct property investments. The Funds have the flexibility to invest globally; however, they operate primarily in North America to benefit from unique inefficiencies inherent in the pricing of select U.S. and Canadian publicly-traded real estate securities.
The Funds benefit from over 100 years of experience, expertise, insights, and relationships in the real estate sector of its portfolio managers, Jeffrey Olin, Frank Mayer, and Andrew Moffs.
Visit their website to learn more: https://visioncap.ca/
Firm Inception
2008
Assets Under Management*
Investment Professionals
Manage
Publicly traded Real Estate Securities
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%
