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
Michael Freeman
Portfolio Analyst
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+
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.
Cash is 0.5% of the 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.
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.
Cash is 0.75% of the 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.
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.
Cash is 1.1% of the 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.
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 Sept 30 2024
Cash is 1.5% of the 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 Sept 30 2024