Bank / Wealth / Trust

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Raintree Wealth Management

Raintree Wealth Management was founded in 2017 as a subsidiary of Raintree Financial Solutions, headquartered in Edmonton, Alberta. CEO and CIO Peter Kinkaide...

Raintree Wealth Management logo

Raintree Wealth Management

Raintree Wealth Management was founded in 2017 as a subsidiary of Raintree Financial Solutions, headquartered in Edmonton, Alberta. CEO and CIO Peter Kinkaide oversees the firm's investment strategy, while President & COO Jay Bhutani handles operations. The firm is registered as a Portfolio Manager across all Canadian provinces, including the Maritimes and Quebec, and operates on a discretionary basis. Raintree's investment approach centers on its proprietary Core + Explore™ framework, which blends traditional equity and fixed-income exposure with alternative investments. Asset class coverage spans global equities, fixed income, private equity, private credit, real estate, real assets, and infrastructure. The firm offers both model portfolios and standalone funds. Model portfolios include Core+ for growth across global markets, Explore+ for absolute-return and alternative strategies, Income+ for public and private credit yield, and Tailor+ for customized sleeves using ETFs and F-class alternatives. Standalone funds include the Core Fixed Income Fund, Core Equity Fund, Enhanced Yield Fund, and Alternative Strategies Fund. The firm's website describes a boutique service model paired with institutional-grade portfolio management. Geographic focus is on Canadian investors, with strategies designed for a range of risk profiles. Raintree does not disclose total assets under management or deployment figures. The firm emphasizes risk management and valuation-driven discipline across all strategies. No recent operational events or team size metrics are publicly confirmed. Structurally, Raintree functions as a manufacturer of alternative-investment portfolios accessible to retail and advisor channels, rather than a closed family capital pool. This positions the firm differently from a single-family office, instead operating as a wealth manager that aggregates client capital into institutional-style strategies, notably including private market exposures.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

Canada

City

Edmonton

Corporate office

10243 – 178 Street, Edmonton, Alberta, T5S 1M3, Canada

Principals

Peter Kinkaide

CEO & Chief Investment Officer

Jay Bhutani

President & COO

Sector focus

Private EquityPrivate CreditReal EstateInfrastructure

Frequently asked questions

How does Raintree Wealth Management structure its investment offerings?

Raintree uses its Core + Explore™ framework, which combines traditional public-market investments with alternative assets. The firm provides both risk-profiled model portfolios and standalone funds, including strategies focused on private credit, absolute return, and global equities.

Does Raintree Wealth Management operate as a single-family office?

No. Raintree is a registered Portfolio Manager serving Canadian individual investors and advisors. It is not structured as a single-family office; instead, it aggregates client assets into institutional-style portfolios and funds.

What alternative asset classes does Raintree provide access to?

The firm offers exposure to private equity, private credit, real estate, real assets, and infrastructure through its Explore-focused model portfolios and its Alternative Strategies Fund.

Is Raintree Wealth Management related to any other financial services entity?

Yes. Raintree Wealth Management operates as a subsidiary of Raintree Financial Solutions, according to its corporate disclosures.

Who makes the investment decisions at Raintree?

CEO and Chief Investment Officer Peter Kinkaide oversees investment decisions. He is supported by President & COO Jay Bhutani, who manages the firm's operations.

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