Jon McIntosh first connected to Raintree when he was a client in 2015 while working as a mutual fund Business Development Manager at Bullion Management Group. Having experienced the market corrections of 2000 and 2008 as an investor and advisor respectively, Jon has since gravitated towards alternative investments (since 2002) to construct diversified investment portfolios. Research kept pointing to the inclusion of private investments within a properly diversified portfolio. Jon discovered his values are highly aligned with Raintree resulting in his decision to join.
Jon is inspired by the Rotary Club’s 4-way test:
1: Is it the truth?
2: Is it fair to all concerned?
3: Will it build goodwill and better friendships?
4: Will it be beneficial to all concerned?
If any endeavor passes the 4-way test, Jon believes that it is worth pursuing. Jon is motivated by the belief that alternative investments, when suitable to the investor and in the appropriate balance, can provide value to the investor that traditional investments alone usually cannot provide.
Jon has over a decade of experience assisting retail clients as an advisor, as well as five years experience educating advisors on the merits of alternative assets to optimize portfolio efficiency. Jon co-built a $90 million Financial Planning business while at TD Wealth from 2006 to 2011. This is where he met his wife Samantha. Samantha is still managing that same client base today, but has since changed firms.
Jon and Samantha are raising two highly energetic young boys that keep them extremely busy in Milton, Ontario.
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.