Raintree Wealth Management Webinar - Raintree Financial Solutions

Raintree Wealth Management Webinar

Raintree Financial Solutions is excited to host sister company Raintree Wealth Management (RWM) on a live webinar with Vice President, Portfolio Manager, Adrian Morgan next Wednesday, September 30.
RWM is a discretionary portfolio manager under the Raintree Capital Inc. group of companies that provides a fully managed service. RWM works with Canadian families and individuals with $100K+ of investable assets by making portfolio recommendations that are aligned with their client’s goals and comfort levels. RWM seeks to take a disciplined approach to portfolio construction by making investment decisions that are grounded by an empirical, data driven models.
On the webinar, Adrian will provide an update on how RWM is actively managing the many risks investors face in this unique market. Adrian will address how RWM is managing portfolios dynamically and changing allocations based on the prevailing market conditions on a continual basis.
Please feel free to share this information with anyone who you think may be interested in learning more about this opportunity. Attached you will find some marketing material providing further information on the offering. If you have any questions about this opportunity or the webinar, please don’t hesitate to contact us.