About Raintree Wealth Management
Founded in 2017, Raintree Wealth Management (RWM) is a Portfolio Manager headquartered in Edmonton, AB under the Raintree Capital Inc. umbrella. They work with Canadian families and institutions to provide discretionary investment management services that dynamically respond to changing markets. Their portfolios invest globally and are designed to act differently than the status quo.
Thesis:
Investors have numerous options when it comes to investing. RWM believes that far too often investors are presented with investment strategies that lead to the same result and ultimately track an index. They use unique strategies and investment styles to actively manage the risk within their portfolios.
About the Management Team
Peter Kinkaide, CEO: Peter is responsible for the direction and oversight of the firm. His previous experience includes nine years within the Corporate Finance division of MNP LLP.
Greg Bainbridge, CIO: Greg sets the investment philosophy of the firm and chairs the Investment Committee. His previous experience includes five years with TELUS and three years with Edmonton Economic Development
Adrian Morgan, VP and Portfolio Manager: Adrian is a member of the Investment Committee and aids in the committee’s research and analysis. His previous experience includes working with both the CPP Investment Board and Ontario Teachers Pension Plan.
RWM is suitable for families with $100,000 total capital to invest. We can work with any type of registered account.
