Raintree Financial Solutions
Westgate Business Park 10243 - 178 St T5S 1M3 Edmonton, AB, Canada

At Raintree Financial Solutions we created an investment strategy called Core & Explore to try and address the many shortcomings of the old 60/40 portfolio. In our model, the Core is the traditional part of the portfolio. This part tends to have securities that are more conservative, liquid, and market-oriented. The Explore part of our model is the alternative investment component. Although these private investments can be riskier, they can deliver portfolio diversification and have the potential to product outsized returns. Want to learn more about effective portfolio management? Contact us today to speak to an expert https://raintreefs.com/ #wealthadvising #privatewealthadvisors #canada #coreandexplore #canadianeconomy #privateinvesting #privateinvestments

We are fortunate to be born in a country with courageous men and women who fought for our Nation's freedom. Lest We Forget.

Interested in learning more about flow-through funds? We held a webinar with the team at Accilent Capital Management to discuss Pavilion Flow-Through LP (2020)1 - designed to deliver a 115%+ tax deductible, diversified portfolio of Canadian junior resource companies. Watch the webinar recording here: https://share.vidyard.com/watch/yq3A1jgyHYdSHxJkzTa6Dr?

Our CEO Peter Kinkaide spoke with The Globe and Mail about a new registration category that’s making it easier for advisors to become registered portfolio managers. For example, Peter Kinkaide, chief executive officer at Raintree Wealth Management an Edmonton-based boutique discretionary portfolio management firm, says the previous regulations made it challenging for his firm because it was difficult to attract experienced PMs who wanted to work in client-facing roles in a ...small shop. As such, the firm sees the new terms and conditions as an opportunity to grow because it offers the firm a path to hire advisors, many of whom are licensed by the Mutual Fund Dealers Association of Canada (MFDA), who are seeking more tailor-made, low-cost portfolios for clients. If you’re an advisor looking for more information on the new AR-CRM category, please send us a message. https://lnkd.in/grXCmMy

If you missed our live webinar with Millennium III you can watch a recording here. The Millennium III Group of Companies was founded 39 years ago to address the significant barriers of large-scale real estate ownership and allow investors the opportunity to profit through collective ownership. Millennium III acquires and develops commercial properties with minimum individual capital outlay and maximum tax advantages. Investors, as part owners of a property, participate fully in the profit from operations while maintaining limited liability. The directors of Millennium III personally purchase partnership units in each offering, ensuring their commitment to the project’s long-term success. If you have any questions about Millennium III, please contact your Private Wealth Advisor or send us a message.