Wealth Services for Alberta Chiropractors
Supporting the Financial Well-Being of the CAA
Raintree Wealth Management is honoured to serve as the discretionary Portfolio Manager for the newly launched Alberta Centre for Chiropractic Advancement (ACCA). In this capacity, we will professionally manage the ACCA’s investment account in alignment with its objectives and long-term priorities. Our stewardship approach is designed to support the profession’s sustainability, and distributions from the account will be available for initiatives that help advance chiropractic in Alberta.
Through this partnership, Members of the Chiropractic Association of Alberta gain access to preferential investment management and financial planning services tailored to the unique needs of health professionals at every stage of their careers.
Together, these offerings support financial literacy, informed decision-making and greater long-term confidence for Members across the profession.
What This Means for CAA Members
Preferential Access to Wealth Management Services
CAA Members receive a dedicated fee schedule that provides a group discount on RWM’s standard investment management fees. Members can apply their exclusive discount code when engaging with our services.
Our goal is to make professional guidance more accessible while helping Members make informed decisions that support their financial goals. As with all investment decisions, outcomes are not guaranteed and there is always risk of loss. Speaking with an Advisor can help determine whether our solutions are suitable for your circumstances.
Support for Every Stage of Your Career
Whether you are establishing your practice, growing your savings, or planning for retirement, Members can explore a range of services tailored to the unique financial realities of chiropractors.
Investment Management for Members with Less Than $100,000
- Members with up to $100,000 in investable assets may work remotely with a portfolio manager and participate in our digital client experience.
- This digital platform offers a streamlined, low-barrier entry point to professionally managed portfolios, with the ability to transition to a full advisory relationship as your needs evolve.
Dedicated Advisor Relationship for Members with Over $100,000
- Members with more than $100,000 in investable assets can onboard directly with Raintree Wealth Management. This includes:
- Access to a Dedicated Advisor
- Full Portfolio Review
- Retirement Projections
- Ability to Consider a Broader Set of Investment Solutions Aligned with Your Goals and Risk Tolerance
Financial Planning Support Tailored to Chiropractors
Raintree Affiliated Advisors will provide a 10 percent discount on financial planning services for CAA members.
Members can engage Raintree Advisors for retirement planning, tax considerations, estate strategies, practice-related planning and more.
Health professionals often face unique planning considerations, including incorporation structures, income smoothing, and long-term practice transitions. Our Advisors work closely with Members to help build clarity around these decisions while maintaining a fiduciary responsibility throughout the process.
Connect With an Advisor
We invite CAA Members to learn more about how our team can support your financial journey. Speaking with a professional is an important step in determining whether our approach aligns with your goals, comfort level and time horizon.
Book a Discovery Conversation
A short conversation can help determine the appropriate next steps.
Join our Mailing List
Reach Out to us Directly
Our team is available to answer questions and guide Members through the onboarding process.
Calgary Participating Advisors
Supporting Your Long-Term Financial Confidence
We appreciate the trust placed in us by the CAA and are committed to helping Members make informed financial decisions. As with all investment strategies, there are inherent risks and no guarantee of performance. Our role is to provide guidance rooted in transparency, fiduciary care and thoughtful counsel.
This partnership is designed to support Members in building long-term financial confidence through access to professional advice and resources.
Disclaimer
The information provided on this page is for informational purposes only and should not be interpreted as financial, legal or tax advice. Investment markets involve risk, and the value of portfolios may fluctuate over time. Past performance does not guarantee future results. Any investment strategy or financial planning approach discussed may not be suitable for all individuals. Members of the Chiropractic Association of Alberta are encouraged to speak directly with a qualified Advisor to assess their personal objectives, financial circumstances and risk tolerance before making any investment decisions. Raintree Wealth Management Inc. offers investment fund management and discretionary portfolio management services to qualifying clients.
