At Raintree Wealth, we believe Canadians deserve more from their investments.
That’s why we’ve built an evolving wealth platform that combines disciplined risk management, global diversification, and personalized service with access to strategies once reserved for the world’s largest institutions.
We are a registered Portfolio Manager across all Canadian provinces. Our fiduciary duty means we are obligated to act in your best interests — delivering portfolios and funds that aim to be transparent, resilient, and performance-driven.
Our Evolution
Raintree was founded in 2010, as a pioneer in a newly regulated, emerging industry and investment category in Canada – Alternative Investments. That expertise shaped our Core + Explore™ philosophy: blending traditional “Core” investments with “Explore” allocations to alternatives. The result is portfolios designed to weather volatility and pursue long-term growth.
As part of the broader Raintree Capital group, we are also connected to Raintree Corporate Finance, which specializes in advising and raising capital for growing private businesses. Together, these relationships expand our perspective and strengthen the opportunities we can bring to investors.
Today, we’ve expanded our philosophy into a full suite of portfolios and funds. Whether you want a professionally managed model portfolio, a standalone fund for precision exposure, or a customized solution, our platform is designed to meet your goals and stage of life.
The History of Raintree Capital
Raintree Capital has a rich history of growth and innovation. Since Raintree Wealth’s establishment in 2010, our company has continuously expanded its offerings. Over the years, we have introduced Raintree Corporate Finance, Core + Explore™ Investment Strategy, and Portfolio Management.
2010
Launched Raintree Financial Solutions
(Now Known as Raintree Wealth)
2011
Launched ROOTS, a proprietary back office operating system
2012
Launched Portfolio Management Referrals & Acquired Assets of Pennant Capital
2015
Launched Raintree Corporate Finance
2016
Launched Core + Explore™ Investment Strategy
2017
Became a Registered Portfolio Management Firm
(Now Known as Raintree Wealth)
2018
Launched Raintree Insurance Services
2019
Reached $500 Million in Portfolio Management Referrals
2020
Reached $1 Billion Capital Invested in Alternative Investments
2022
Launched Independent Portfolio Manager Platform
2023
Raintree Insurance Services Acquires the Financial Planning Business of Finaeo
2024
Sold Raintree Insurance Services & Raintree Wealth Exceeds $100 Million Assets Under Management
2026
Raintree Financial Solutions and Raintree Wealth Management Amalgamate Under One Name; Raintree Wealth. Raintree Wealth Exceeds $250 Million Assets Under Management
Raintree Wealth Amalgamation
Our recent amalgamation brings together two complementary areas of our business. Raintree Financial Solutions provided clients with access to alternative investment opportunities, including private equity, private debt, real estate, and other private market investments. Raintree Wealth Management provided full-service discretionary portfolio management, incorporating both public and private investments to help clients work toward their financial objectives.
Today, Raintree Wealth brings these capabilities together under one unified firm, creating a more integrated experience for clients and Advisors while continuing to provide the personalized service, investment expertise, and support that have long defined Raintree.
Why Raintree Wealth
Risk-First Discipline
seeking to help manage through market cycles.
Global Diversification
that moves beyond the old 60/40 model.
Personalized Service
balancing boutique care with institutional infrastructure
Access to Alternatives
such as private equity, credit, and real assets.
We’re Building
a trusted wealth platform for both investors and advisors, anchored in independence, innovation, and integrity.
Leadership
Behind our strategies is a leadership team united by experience, vision, and client-first values.
Peter Kinkaide, CFA
Chief Executive Officer
Peter leads Raintree Wealth with deep experience in corporate finance and wealth management. His vision for Raintree Wealth is clear: deliver institutional-grade solutions with the boutique service Canadians deserve, offering advisors a platform where they can provide an independent, holistic wealth experience.
Jay Bhutani
President
With over 25 years in the financial services industry, Jay drives innovation and growth at Raintree Wealth. His focus is expanding advisor partnerships and evolving client solutions that reflect today’s dynamic investment landscape.
Our Promise
We are more than portfolio managers and exempt market dealers; we are partners in your financial journey. From disciplined strategy to transparent communication and valuable resources to keep you informed, our commitment is to help you invest with confidence, clarity, and purpose.