Raintree Financial Solutions is an award-winning Private Capital Market Dealer dedicated to bringing alternative investment opportunities to Canadians. Through our extensive network of Private Wealth Advisors, we strive to empower individuals with access to a diverse range of investment opportunities that go beyond traditional stocks and bonds.
Why Consider Alternative Investments?
Portfolio Diversification:
Alternative investments introduce non-correlated assets, which means their performance is not directly tied to the stock market. This diversification has the potential to help reduce overall portfolio risk and enhance returns.
Access to Exclusive Opportunities:
Alternative investments provide access to markets and sectors that are not readily available through traditional
channels. This exclusivity enables you to tap into emerging industries, private equity deals, real estate ventures, and more.
Potential for Higher Returns:
Alternative investments have the potential to deliver attractive returns that may outperform traditional investments in exchange for higher risk.
Hedge Against Inflation:
Certain alternative investments, such as real estate or commodities, have the potential to act as a hedge against inflation. These assets tend to maintain or increase in value as inflation rises, preserving your purchasing power
Our Approach to Alternative Investments
At Raintree Financial Solutions, we understand the importance of selecting alternative investments that align with your unique investment objectives. Our team of experienced analysts reviews a wide range of alternative opportunities, rigorously assessing their potential for growth, risk factors, and suitability. We offer a diverse array of alternative investments, including:
Private Equity:
Participate in the growth of promising private companies across various industries.
Real Estate:
Unlock opportunities in the dynamic world of real estate, from residential and commercial properties to development projects.
Private Debt:
Support the growth of businesses by providing capital through structured debt instruments.
Other:
Explore a variety of other niche alternative investments such as infrastructure, commodities, natural resources, and much more.
Our Core + Explore™ Investment Philosophy
We have created an investment strategy called Core + Explore to try and address many shortcomings of the old “60/40” portfolio. We believe that for investors to achieve enhanced diversification, they will need to include private and public investments in their portfolio:
Core:
The traditional part of a portfolio. These securities tend to be more conservative, liquid, and market-oriented. We believe the best way to invest in the ‘Core’ of your portfolio is through a Registered Portfolio Manager that resonates with your investment circumstances and philosophies.
Explore:
The alternative investment component of the portfolio. These private investments tend to be riskier, but can deliver portfolio diversification and have the potential to produce outsized returns.
Traditional Portfolio
Stocks
Bonds
Core + Explore™
Alternative Investments
Portfolio Management
We at Raintree Financial Solutions provide the ‘Explore’ component using private alternative investments. For the ‘Core’ of your portfolio, we refer investors to select Portfolio Managers.
* Allocations are illustrative and should not be considered a recommendation. Please speak with one of our Private Wealth Advisors to find out what is most suitable for you.
Portfolio Management Referrals
Raintree connects clients with suitable Portfolio Managers across Canada to manage the Core portion of their portfolio. We have cultivated relationships with various Portfolio Managers, each offering unique and specific investment strategies. Portfolio Managers specialize in managing investment portfolios and making final investment decisions for a variety of clients, including pensions, endowments, foundations, and private individuals. Clients typically grant discretionary management authority to Portfolio Managers, allowing them to make investment decisions without prior approval for each transaction. Working with a Portfolio Manager offers several advantages, including their fiduciary duty to act in the best interest of clients, independent investment decisions to prevent conflicts of interest, and transparent fee structures based on a percentage of managed investments. Unlike retail investment managers, Portfolio Managers often charge lower management fees due to their management of larger sums of money for a smaller client base, providing clients with a cost-effective and trustworthy investment management solution.
Investment Opportunities
At Raintree Financial Solutions, our relentless pursuit of quality alternative investments is driven by our commitment to delivering the best outcomes for our clients. After rigorous evaluation and careful consideration, we are proud to present the following thoughtfully selected investment opportunities:
Durum Carbon
Millennium III
Skyward Equity Partners
Revesco Properties
Pavilion Flow-Through Fund
Make Space Capital Partners
Avenue Living Agricultural
Durum Industrial REIT
Westbow Capital
Newlook Dental
Avenue Living Core Trust
Newlook Capital
Bow Water & Land
Centurion Asset Management Inc.
Invico Capital Corporation
Diversify your portfolio by capitalizing on the current income and growth opportunities on our private equity investments shelf.
Raintree is the alternative to the main street, bank-owned investment dealer. All offerings undergo a due diligence process by our experienced analysts before being made available to clients. Keep reading to learn more about completing your Core + Explore™ portfolio with the inclusion of private equity investments.
Enter your details and one of our Private Wealth Advisors will contact you for more information on our current investment opportunities.
Why Choose Raintree Financial Solutions?
When you partner with Raintree Financial Solutions, you gain access to a wealth of expertise and a trusted network of professionals committed to your financial success.
Here’s what sets us apart:
Extensive Due Diligence:
Our team conducts thorough due diligence on each alternative investment opportunity, ensuring that we make available only the highest-quality options.
Expert Guidance:
Our Private Wealth Advisors are seasoned professionals with in-depth knowledge of alternative investments. They will work closely with you to understand your goals, risk tolerance, and preferences to provide tailored
recommendations.
Transparency and Integrity:
We prioritize transparency and maintain a strong commitment to integrity. We believe in building long-term relationships with our clients based on trust and mutual success.
Ongoing Support:
Our relationship with you extends beyond the initial investment. We provide ongoing support, regular updates, and performance reviews to keep you informed and engaged.
Our Team
Peter Kinkaide, CFA
Chief Executive Officer
Colleen Springler, CPA, CGA
Vice President of Finance & Operations
Victoria Kouzmichova, CAMLI-PA
Chief Compliance Officer
Rocky Chan, MBA
Head of Corporate Finance
Mackenze Orr, CFA
Director, Head of Products
Expand your investment horizons with Raintree Financial Solutions.
Contact us today to explore the world of alternative investments and embark on a journey to financial prosperity.