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Who We Are
At Raintree Wealth Management, we understand that managing risk is essential in achieving long-term success for our clients. We utilize experienced institutional Portfolio Managers to create globally diversified investment portfolios. By considering valuations across various markets, we strive to minimize risk and maximize returns for our clients. With registration as a Portfolio Manager across all Canadian provinces, including recent expansions into the Maritimes and Quebec, trust our team to provide the highest standard in investment management.
How We Invest
Risk management is at the forefront of our investment philosophy. We strive to assess and mitigate risk for each client thoroughly; we believe in the importance of a global investment approach. We provide our clients with diverse opportunities by carefully researching and managing global asset allocation.
Finally, we make investment decisions based on a valuation. This approach allows us to identify and capitalize on the best investment opportunities for our clients.
Our Strategies
Portfolio design is all about managing risk. We start by examining multiple sources of volatility that might impact our portfolios.
Canada is just a tiny part of the world’s financial markets. Our global portfolios reflect a top-down perspective on asset allocation using recognized institutional Portfolio Managers.
Our Leadership Team
The Raintree Wealth Management team is comprised of experienced financial professionals who are focused on providing client-centred wealth management solutions.
Peter Kinkaide, CFA
CEO & Chief Investment Officer
Jay Bhutani
President & COO
Insights
Raintree Wealth Management produces regular content created from the extensive research our investment team conducts.
Market Commentary
Media
Latest Posts
Portfolio Spring Update – Evolving Our Approach
As Raintree Wealth Management (RWM) celebrated its 6th anniversary not too long ago, reflecting on the trajectory of our business journey fills me with pride and a sense of accomplishment. Over the years, we have consistently embraced evolution and change in managing money. From adapting to shifts in market dynamics to incorporating innovative strategies, our commitment to staying ahead of the curve has been unwavering.
Teeing Up Support for Ethan Wilson
We are thrilled to share that Raintree Wealth Management has stepped onto the fairways to sponsor the promising golf career of 19-year-old Ethan Wilson; a Freshman Golfer at the University of Illinois and a member of the Canadian Junior National Golf Team.
Update on the Middle East Crisis
Watch the following video update from our CEO, Peter Kinkaide, on the conflict in the middle east from Raintree Wealth Management’s perspective as it relates to the financial markets.
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