Revolutionize Your Financial Journey

Alternative investments are generally private (non-market traded) securities. These investments are established based on distinctive strategies that may not be available in traditional stocks, bonds, or mutual funds. These investments can be equity or debt securities, and they can be complicated or straightforward.

As Private Wealth Advisors with Raintree Financial Solutions, a registered Exempt Market Dealer, Eric and Jim provide you with access to both alternative and traditional markets in a way that is specifically suitable for you.

There are many reasons why they work with Raintree, but here are the top five.

Raintree has an internal corporate finance team that scrutinizes potential offerings and assesses key aspects of an opportunity. From reviewing audited financial statements to conducting site visits and meeting with key individuals, they insist on understanding important aspects of the business model.

Raintree reviews new reports, ensuring up-to-date information is available to understand what is happening with your investment.

Raintree's goal is to find investments where incentives are created to align management goals with investors. This ensures that decisions made by management result in benefits for both the managers as well as the investor.

All fees, commissions, and profit-sharing are discussed openly prior to your investment. Returns are shown net-of-fees taking out the math or guesswork when determining exactly how much you earn from your investment.

Where applicable, profit-sharing incentives give management a reason to increase efficiencies and focus on earnings. Any increase in efficiency that drops to the bottom line then translates into a split in profits between the investor and the investment management.

Exempt market investments offer investors an opportunity to invest in companies that provide innovative products and services. An exempt market investment can provide further diversity to your investment portfolio outside of cash, stocks and bonds.

Eric Petersen and Jim Lao are Private Wealth Advisors with Raintree Financial Solutions, an award-winning Private Capital Market Dealer that offers investment opportunities in private companies including real estate, private equities, venture capital, hedge funds and real assets. Many of the investments Eric and Jim offer through Raintree are also eligible for RRSPs, TFSAs and other registered fund types. As Private Wealth Advisors with Raintree, Eric and Jim are dedicated to helping investors build their wealth responsibly through a variety of alternative investment opportunities. For more information, please visit raintreeFS.com.

Exempt market investments are subject to regulation. To learn more please contact us.