Our Strategies

We offer a variety of actively managed portfolio options that take a global perspective and seek to provide optimal long-term outcomes.

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

Peter Kinkaide, CFA

CEO & Chief Investment Officer

Jay Bhutani

Jay Bhutani

President & COO

Denis J Bisson, MBA, CFP, CIM, TEP

Denis J Bisson, MBA, CFP, CIM, TEP

Independent Portfolio Manager

Sean Wilson, B.Mgt, CIM, CFP

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*

$4 B

Investment Professionals

46

Upside Capture

116.24%

Downside Capture

97.51%

Visit the FGP website to learn more.

Strategies

 
Global Fixed Income
Preferred Shares

Firm Inception

1980

Assets Under Management*

$4.6 B

CAD
Investment Professionals

28

Upside Capture

152.54%

Downside Capture

96.96%

Visit the Vision Capital website to learn more.

Strategy

Public Real Estate

Firm Inception

1997

Assets Under Management*

$960 M

Investment Professionals

21

Upside Capture

45%

Downside Capture

35.52%

Visit the Wealhouse website to learn more.

Strategy

Long/Short North American Equities

Firm Insception

2008

Assets Under Management*

$1.8 B

CAD
Investment Professionals

7

Upside Capture

43.57%

Downside Capture

-33.17%

Visit the Turtle Creek website to learn more.

Strategy

Mid-Cap North American Equities

Firm Inception

1998

Assets Under Management*

$5.8 B

USD
Investment Professionals

13

Upside Capture

102.37%

Downside Capture

98.35%

Visit the SAF website to learn more.

Strategy

Private Credit

Firm Inception

2014

Assets Under Management*

$2.4 B

Investment Professionals

17

Upside Capture

N/A

Downside Capture

N/A

Visit the Purpose website to learn more.

Strategy

High Interest Cash

Assets Under Management*

$9.2 B

Investment Professionals

50

Visit the Orchard website to learn more.

Strategy

Private Credit

Firm Inception

2008

Assets Under Management*

$8.2 B

USD
Investment Professionals

41

Upside Capture

39.75%

Downside Capture

-32.58%

Visit the Morgan Stanley website to learn more.

Strategy

Private Credit

Downside Capture

1935

Assets Under Management*

$1.5 T

Investment Professionals

80,006

Upside Capture

68.76%

Downside Capture

-26.75%

Visit the Carlyle website to learn more.

Strategy

Private Credit

Firm Inception

1987

Asssets Under Management*

$425 B

USD
investment Professionals

2200

Upside Capture

59.14%

Downside Capture

-37.70%

Visit the Blackrock website to learn more.

Firm Inception

1988

Assets Under Management

$9.1 T

Investment Professionals

10,000+