ilan has been investing for over thirty years. His interest in the private market began in 2005; he has so far personally invested in 56 alternative or private placements. ilan takes a conservative approach in planning. He invests primarily in companies with experienced management teams and in real estate-backed opportunities. His experience has shown that diversification – in different companies, different investment types, different sectors, and different geographies – is the best way to mitigate risk.
ilan joined Raintree Financial Solutions in October of 2012. He quickly built up his advising practice and became a member of the Gold Leaf Club. This is a group of Raintree’s top-performing sales advisers who meet on a periodic basis to share successes and to help improve Raintree’s services. While maintaining his own practice, he also joined the management team in 2017. In this position, he has been pleased to share his experience and expertise with other Raintree advisers as a coach and mentor.
ilan specializes in the following sectors: commercial real estate, farmland, alternative lending and mortgages, and private equity. His investments include manufacturing companies, business-to-business services, retail, food services, cannabis, and technology. He avoids investing in companies that harm people or the planet: specifically, no oil, gas, or mining.
ilan feels it is important that he adheres to his personal values in his investment practice. He is family-focused with two young children. He lives in Victoria, BC, where he enjoys hiking, cycling, and urban walking. Other pleasures in life include sharing great home-cooked meals and staying connected with friends and family across the country.
Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.
Our Corporate Finance team focuses on identifying what we consider to be the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Our investments are continually evolving as opportunities and markets change. Each offering tells a different story. Please take some time and ask one of our Private Wealth Advisors about some of the previous investments that Raintree placed into the market.