Raintree Financial Solutions

At Raintree Financial Solutions, we recognize the unique challenges faced by Canadian investors when navigating the financial landscape. From limited access to diverse investment opportunities to the complexities of regulations, the barriers can seem daunting. But we believe these hurdles shouldn’t stand in the way of your financial success.

That’s why we’re dedicated to breaking down these barriers, empowering Canadian investors. Whether you’re a seasoned investor or just starting out, our Private Wealth Advisors are here to guide you. Contact us today to learn more about more we can support you https://raintreefs.com/contact/

Why settle for average? If you're ready to take your portfolio beyond the traditional combination of stocks and bonds, we should talk.

Reach out to our Private Wealth Advisors at https://raintreefs.com/contact/ to find out how opportunities may fit into your investment strategy. 🌿

For too long, alternative investments have been out of reach for the average Canadian investor. These opportunities, which include private equity, real estate, and private debt, have traditionally been reserved for institutional investors or the ultra-wealthy. But at Raintree Financial Solutions, we’re changing that.

As an Exempt Market Dealer (EMD), we specialize in making these exclusive investment opportunities accessible to a broader audience. We believe that every investor should have the chance to diversify their portfolio with alternatives that have the potential to deliver attractive returns and mitigate risk.

Our team conducts extensive due diligence to ensure that only the highest-quality investment opportunities are made available to our clients. We take the time to understand your financial goals, risk tolerance, and investment preferences, and we provide you with the guidance you need to make informed decisions.

If you’re interested in exploring the world of alternative investments, we invite you to visit our website or contact your Private Wealth Advisor today. Let us help you unlock new opportunities and enhance your portfolio. https://raintreefs.com/contact/

Are you relying solely on traditional investments? It might be time to reconsider. At Raintree Financial Solutions, we understand that true diversification requires a broader approach. Our Core + Explore strategy aims to combine the stability of public assets with the potential for higher returns from private investments.

Contact Raintree Financial Solutions today to discover how our Core + Explore strategy could enhance your portfolio. https://raintreefs.com/contact/

If you’re looking for a way to try to capitalize on the growth of private companies, alternative investments may be an investment type that you might want to consider incorporating in your portfolio. 📊

To explore the variety of private equity, private debt, and real estate alternative investments on our shelf at Raintree Financial Solutions, we invite you to visit https://raintreefs.com/investment-opportunities/. 🌿

At Raintree, we want all of our team members to thrive. 🚀 That’s why we provide industry-leading support to all of our Private Wealth Advisors including ⬇️:

Development Support 🏗️ - Our development support includes a professional and experienced management team dedicated to your success. We offer training programs designed to enhance your knowledge, skills, and confidence as a Private Wealth Advisor. You’ll have access to a team of experienced financial professionals with diverse expertise across Canada, along with competitive compensation and benefits.

Operational Support 💻 - Our operational support team members are located in Edmonton, Alberta and Toronto, Ontario. Benefit from ongoing training, coaching, and support from our dedicated management team, as well as access to compliance and administrative staff to help streamline your business operations. You can leverage our innovative tools and technology designed to enhance your business performance.

Marketing Support 📣- We are proud to have a dedicated team for marketing, personal branding, communications, and advertising. Gain access to expert knowledge and advice to help grow your practice. With Raintree’s strong, innovative, and ever-evolving marketing and communications strategy, you’ll attract clients, retain existing ones, and elevate your business.

Need we say more? 😉 Visit https://raintreefs.com/about/careers-at-raintree/ to apply to join our team and take your career to the next level. 🌿

The traditional “60/40” portfolio has many shortcomings — wouldn’t you agree? 📊

We created an investment strategy called Core + Explore to try and address those shortcomings. In our opinion, for investors to achieve enhanced diversification, they will need to include private and public investments in their portfolio.

Below, we’ll explain each aspect of the strategy in a nutshell ⬇️:

CORE: Traditional securities form the foundation of your investments—conservative, liquid, and market-oriented. We believe the best way to manage this “core” is through a Registered Portfolio Manager who aligns with your investment goals and philosophies.

EXPLORE: This is the alternative investment component of the portfolio. These private investments tend to be riskier, but can deliver portfolio diversification and have the potential to produce outsized returns.

Reach out to your Private Wealth Advisor to learn more and find out how you may be able to effectively implement this strategy in your portfolio. 💰

Why should you consider joining Raintree Financial Solutions as a Private Wealth Advisor? 🌿

•Meaningful work
•Opportunity to offer full-service financial solutions to your clients through Raintree
•Wealth Management and Raintree
•Insurance Services
•Limitless opportunity for personal success
•Helping Canadians achieve their financial goals
•Giving clients access to the benefits of alternative investments
•Owning and growing your advisory business
•Development opportunities
•Flexibility and variety
•Making a positive impact to your community
•Supportive and collaborative team
•& so much more.

Why wait?

Visit https://raintreefs.com/pwa-career-advantages/ to apply to take the next step in your financial services career. 🙌

We’re changing the way affluent Canadians invest their money.

Want to learn more about why they are choosing Raintree Financial Solutions?

We believe in empowering Canadian investors with knowledge and clarity. Imagine investment solutions tailored just for you, delivered with the care and expertise of our dedicated Private Wealth Advisors.

We’re redefining what it means to invest, focusing on innovative private investments that seek to provide real value.

Our secret? Partnering with like-minded, passionate Private Wealth Advisors who prioritize your success. This commitment to building strong, win-win relationships drives our growth and ensures we can serve you better.

If you’re ready to change the way you think about investing, we invite you to reach out at https://raintreefs.com/contact/.

Don’t choose to go through just anyone for your alternative investment needs. ❌

Here’s what we think sets us apart from other Exempt Market Dealers ⬇️:

Raintree Financial Solutions finds opportunities where others don’t.

Our integrated framework positions us as a distinguished one-stop destination for all our client’s financial needs. Our seamless, holistic approach allows us to harness our deep expertise and resources across multiple disciplines, ensuring our clients receive unparalleled support and bespoke solutions. We provide access to opportunity.

Another factor that sets us apart is our unwavering dedication to exceptional client service. We believe in building long-term relationships based on trust, integrity, and transparency. Our Private Wealth Advisors take the time to truly understand your financial objectives, risk tolerance, and unique circumstances, ensuring that our recommendations align with your goals and values.

Reach out today at https://raintreefs.com/contact/ to learn more. 📱

Alternative investments have a reputation of being historically difficult to access. 💭

Thankfully, at Raintree Financial Solutions, we’re changing the game!

As an Exempt Market Dealer (EMD), we make these opportunities accessible to investors across Canada. 🇨🇦

We make it easier for you to strive to diversify your portfolio with alternative investments and unlock new opportunities. To learn more about these types of investments, we invite you to visit https://raintreefs.com/be-alternative/.

Raintree Financial Solutions is an award-winning, nationwide financial firm that is dedicating to providing Canadians with alternative investment opportunities.

Our extensive network of Private Wealth Advisors (PWA) span from British Columbia all the way to Quebec.

If you would like to explore the opportunities we have to offer, we invite you to find a PWA near you at https://raintreefs.com/contact/find-your-advisor/.

Did you know that you can invest in the rapidly growing asset class of carbon credits?

Through active management, Durum Carbon is an investment vehicle that is able to participate in a broader range of carbon markets compared to other direct carbon credit investment options such as the exchange-traded funds currently available in the market. Durum Carbon’s main investment approach is simple ⬇️:

- To purchase carbon credits in the Alberta compliance market under a buy-and-hold strategy;

- Actively monitor the regulatory environment and rebalance the portfolio as regulations evolve;

- Ultimately profit from Canada’s proposed carbon price escalation and tightening environmental regulations in the federal and provincial market.

Learn more at https://bit.ly/3XU1rVj or by contacting your Private Wealth Advisor. 🌿

When you partner with us, you gain access to a wealth of expertise and a trusted network of professionals committed to your financial success. 🌿 Here are 4 characteristics that set us apart from other Exempt Market Dealers ⬇️:

- Extensive Due Diligence 🤝: Our team conducts thorough due diligence on each alternative investment opportunity, ensuring that we make available only the highest-quality options.

- Expert Guidance 💡: Our Private Wealth Advisors are seasoned professionals with in-depth knowledge of alternative investments. They will work closely with you to understand your goals, risk tolerance, and preferences to provide tailored recommendations.

- Transparency and Integrity 🫶: We prioritize transparency and maintain a strong commitment to integrity. We believe in building long-term relationships with our clients based on trust and mutual success.

- Ongoing Support 🤗: Our relationship with you extends beyond the initial investment. We provide ongoing support, regular updates, and performance reviews to keep you informed and engaged.

Contact us today to learn more. 📱

Last Friday was a VERY important day! 💡

Why?

It marked 13 YEARS of Colleen Springler, Vice President of Finance and Operations, working on the Raintree Financial Solutions team. 🎉

Colleen, your exceptional oversight of the accounting department, combined with your timely reporting and insightful advice, have consistently guided us through a dynamic and ever-changing financial environment. Your organizational skills and leadership have made a significant impact on our team’s efficiency and effectiveness. You light up every room and bring a positive energy that helps us all perform at our best.

Thank you for your unwavering commitment and for being such a vital part of our team. We look forward to celebrating many more anniversaries with you. Happy belated work anniversary, Colleen! 🌿

Not familiar with Raintree Financial Solutions? 🌿 Here is a bit about us! ⬇️

Raintree Financial Solutions is an award-winning Private Capital Market Dealer dedicated to bringing alternative investment opportunities to Canadians. 🇨🇦 Through our extensive network of Private Wealth Advisors, we strive to empower individuals with access to a diverse range of investment opportunities that go beyond traditional stocks and bonds. 📊

We are changing the way people invest their money. 💰

Visit https://bit.ly/3Rd1TJ0 to learn more today. 💻

For investors who are exploring alternative investments, one industry that may be of interest is the dental industry. 🦷

Why? 🤔

In the Canadian healthcare landscape, the dental industry boasts a private payer system and low consolidation rates, positioning it for potential sustained growth and stability.

The Newlook Capital Dental Fund presents an unique investment opportunity within a historically challenging industry to access. We invite you to learn more about the Newlook Capital Dental Fund at https://bit.ly/45Xuo4T or by contacting your Private Wealth Advisor. 💻

Do you feel that your portfolio is adequately diversified? 💭

If you're not sure, we invite you to take our free portfolio diversification quiz at https://bit.ly/3PKpAbn. 🌿

If you have any questions, we invite you to get in touch with your Private Wealth Advisor today. 🙌

Are you ready to invest like the wealthy? 💰

If so, we should talk.

Several high net worth individuals are incorporating in their portfolios. If you're interested in finding out why, we invite you to reach out to a Private Wealth Advisor near you at https://bit.ly/3C4gcZp. 🌿

Are you interested in investing in industrial companies? 💭

If so, you may want to consider Skyward Equity Partners.

Skyward Equity Partners is a private equity fund focused on acquiring niche industrial companies in Western Canada. The Fund seeks to acquire small-medium-sized metal machining, processing, fabrication, niche manufacturing, and industrial services businesses with EBITDA ranging between $0.5 million – $5 million.

To learn more, we invite you to visit https://raintreefs.com/portfolio/skyward-equity-partners/ or contact your Private Wealth Advisor. 🌿

Happy Canada Day from everyone at Raintree Financial Solutions! 🇨🇦

We are proud to have Private Wealth Advisors spanning all across our great nation.

Here's to celebrating the wonderful country we get to call home! 🍁

FAQ - Why do some companies choose to stay private? 💭

Answer - By staying private in the capital accumulation stage, a private company can focus more attention on management and long-term value creation rather than stock promotion and quarterly targets. 🤝

Would you like to explore opportunities to invest in private companies? If so, we invite you to explore https://raintreefs.com/investment-opportunities/ and reach out to your Private Wealth Advisor to determine if any of these investments could be right for you. 🌿

RECENTLY RELEASED ➡️: The Summer 2024 Edition of our Raintree Report! 🌿

In our latest Raintree Report, we hear a message from our CEO, Peter Kinkaide, share an important investment update, touch on the key principles for company valuation, dive into Skyward Equity Partners’ investment strategy, and discuss the 2024 International Women’s Day Women + Wealth Gala.

We invite you to read it at: https://mailchi.mp/raintreefs/fall2023-6249094. 💻

2024 Raintree Retreat Business Partner Award Recipient: Avenue Living 🌴

Congratulations, Avenue Living, on receiving the Business Partner Award at this year’s ! 🏆

We started to work with this organization in late 2016. Peter took the team on a roadshow to Toronto, knowing their ambitions were going to outstrip the capacity of Raintree alone to meet their capital needs. Since then, we’ve have an exemplary working relationship with everyone in their organization, from the CEO, to the CIO, to the business unit leaders, to the wholesaling team and their support teams. 🙌 They have been very willing to ask questions, collaborate, evolve, learn and grow. At the same time, they have grown to a stature on our platform across their product line up that is second to none, as they were last year. 🎉

You can learn more about Avenue Living at https://avenuelivingam.com/ 🌿

We are proud to have been a sponsor of Olympia Trust’s 22nd Annual Charity Golf Classic earlier this week! ⛳ Olympia Trust Company has raised over $1 Million over the past 22 years for several deserving causes. 🤝

Our team had a wonderful time on the greens with the Olympia Trust Company team (and everyone else who attended), and we are already looking forward to next year’s tournament. 🏌️

Today, we’d like to take a moment to shout out and express our appreciation for Patrick Grist, who had made the decision to retire (effective July 1).

“I am immensely grateful for the opportunities and experiences I’ve gained during my tenure at Raintree Financial Solutions Inc. Working alongside such talented and dedicated colleagues has been a truly rewarding experience. I am committed to ensuring a smooth transition moving my clients to the Ardill Group and working with Ian and his team for next year and will be informing my clients of my retirement and to ensure client retention and continued growth continues. I want to express my sincere appreciation for the support, mentorship, and camaraderie I have enjoyed throughout my time with Raintree. I look forward to maintaining connections and watching the continued success of Raintree Financial Solutions. Thank you for the memories and the fulfilling professional journey.” - Patrick Grist

Patrick, we are so grateful for everything you’ve done since joining Raintree in 2020. Thank you for your 4 years of partnership, your storied career, and your stewardship of your clients. 👏🌿

We trust that your clients will be well-served by your succeeding Private Wealth Advisor, Ian Ardill.

Join us in congratulating Patrick by commenting below! 🎉

Today, we’d like to take a moment to recognize and express our gratitude to David Wingate, who recently retired from Raintree Financial Solutions. 🙌

David, who is based in Victoria, BC, joined our team as a Private Wealth Advisor in 2012. Throughout his 12 year tenure with us, he has been a wonderful partner, had an extremely successful career, and above all, placed the needs of his clients first. We sincerely thank you for your partnership and we trust that your clients will be in excellent hands with your succeeding Private Wealth Advisor, ilan Handelsman.

Thank you, David, for all of your contributions to Raintree Financial Solutions! 🎉

We invite you to congratulate David with us by commenting below! ⬇️

2024 Raintree Retreat Al Derges Award Recipient: Art Reimer 🌴

Congratulations, Art, on receiving the Al Derges Award at this year’s ! 🏆

The Al Derges Award goes to the person who’s most committed to their OWN values. 🤝

This year’s recipient is Art Reimer. The only thing surprising about this year’s winner is the fact that he hasn’t won it until now!

Art places great value on living his life with faith-based actions. He is incredibly consistent with the way he approaches his career, his clients, and his family. He lives each day based on his faith and beliefs and it shows.

You can learn more about Art at https://raintreefs.com/art-reimer/🌿

Ready to bust some myths?

1.Myth: Alternatives are only for the ultra-wealthy.
Truth: There are many alternative investment opportunities available for different investors, some of which have lower minimums and fewer restrictions.

2.Myth: Alternatives add risk to your portfolio.
Truth: While some alternative investments do come with higher risk, they may provide some diversification if part of a balanced portfolio.

3.Myth: Illiquidity of alternatives is a drawback.
Truth: Illiquidity may actually benefit your portfolio by allowing investments in higher-yield assets without the pressure of regular redemptions.

4.Myth: Alternatives mean hedge funds and private equity.
Truth: The alternative investment universe is vast, including private credit, private debt, real estate, and more. There are many diverse opportunities.

5.Myth: Alternatives aren’t a necessary part of a portfolio.
Truth: Especially during uncertain times, investors may wish to explore beyond traditional asset classes to find additional return sources and achieve their financial goals. Incorporating alternatives may enhance portfolio performance and increase diversification.

To learn more and find out if alternative investments could be right for you, we invite you to find a Private Wealth Advisor near you at https://lnkd.in/geaK7SD.