By Peter Kinkaide, Managing Director of Raintree Corporate Finance
If you told the founding partners at Raintree Financial Solutions when they started the company that they would grow so quickly and serve so many clients in just a six-year period, they probably wouldn’t have believed you. Yet here we are. Excited to see what more we can do to help clients, advisors, and issuers access the capital markets.
Raintree Financial Solutions is a Private Capital Marker Dealer that is dedicated to helping Canadian investors build their wealth responsibly. We help our clients achieve a well-balanced, diversified portfolio by taking a holistic investment approach. We make available a broad spectrum of alternative investments that can meet the requirements of individuals, families and institutions, and have developed relationships with numerous portfolio managers who we believe will deliver the best traditional investment service to our clients. Our Private Wealth Advisors identify the unique vision of each of our clients and build a strategy tailored just for them.
At Raintree, we know that no two investments are alike – some are riskier and others are more conservative. Our philosophy is based on providing a range of alternative investments that support Canadian economies, companies, employees and growth by offering an alternative choice. “Private and alternative investments are not for everyone, but they do complement almost every portfolio by providing access to innovative financial products, diversification and unique return attributes” states Peter Kinkaide, Managing Director of Raintree Corporate Finance.
The Canadian Capital Markets are changing. We know that traditional stocks and bonds are an important part of a well-diversified portfolio. However, many of our clients have indicated that they are frustrated by the watered-down experience they receive from their ‘balanced’ traditional investments. We have responded to this by launching our Core + Explore investment philosophy. We believe that all investors could benefit from deploying part of their portfolio to traditional investments through a registered Portfolio Manager and supplementing that allocation with alternative investments. Our expertise is focused on working with each client to find the most suitable mix and allocation. “We don’t want our clients to put us in one box. We can provide holistic financial services to clients from alternative investments to investment banking; we specialize in finding solutions that are appropriate to each client’s circumstances” said Adam Derges, Vice President of Strategic Initiatives.
Raintree Financial Solutions was established in Edmonton, Alberta in 2010 by a dedicated group of partners experienced in the financial industry on the principle that an investment dealer can provide sound and responsible private investment opportunities with which to enhance a portfolio. “We started Raintree to give our clients a fighting chance. All we saw around us was a financial industry rife with conflicts, balanced in the favour of everyone BUT the client,” said Nick Fournier, President and CEO.
Fast forward six years and we now have a network of 81 Private Wealth Advisors that spans across the country in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Québec, paired with an ever-growing Head Office team of 24. Since becoming a registered Exempt Market Dealer in Alberta on August 30, 2010, we are proud to have facilitated the raising of over half a billion dollars in private capital offerings in a variety of industries and sectors, and have referred over three hundred million dollars to portfolio managers.
In 2013, Raintree decided to create Raintree Corporate Finance (RCF) to strengthen our service offering to business owners, developers and entrepreneurs. We have grown our investment banking team significantly to meet the opportunity in the marketplace. The Canadian capital markets are complex, and we want to help companies navigate its challenges more cohesively. RCF assists entrepreneurs, management teams, developers and business owners in raising capital and completing mergers and acquisitions. RCF was established to provide innovative transaction solutions to companies that require growth capital or are seeking growth through acquisition. We also assist business owners who are assessing their succession plan or seeking an exit.
Raintree Financial Solutions is continuously growing and evolving. We are constantly seeking investment bankers, financial advisors, compliance and administrative staff who consider themselves to be dedicated, passionate and professional individuals. If you would like to learn more about working with Raintree, please visit our website at raintreeEMD.com/careers.