He joins RWM with over 25 years of expertise in investment and wealth management
Jay Bhutani has been appointed by Raintree Wealth Management (RWM) to head the company and find new wealth management possibilities across Canada.
Bhutani will be responsible for developing the extent and depth of services and products delivered to both customers and advisors as President of Raintree Wealth Management. He will direct RWM's strategy and execution, ensuring that the company's culture and vision are in line with Raintree Capital and its CEO, Peter Kinkaide.
“We are thrilled to have Jay join and lead our wealth management business. His experience, insight and leadership will help propel RWM to the next level,” Peter Kinkaide, CEO of Raintree Capital, said. "Adding top-tier talent like Jay to our organization allows us to better serve clients and advisors and sets us apart from our peers.”
Bhutani joins RWM with over 25 years of expertise in investment and wealth management.
In the late 1990s, he began his career in retail banking as a CIBC Private Wealth Advisor. He worked with Altamira Investment Services from 2000 till 2007.
As a member of the Executive Team, he was responsible for Corporate Strategy and learned the inner workings of the asset management business – Operations, Marketing, Product, Investment Management – and was able to learn the inner workings of the asset management.
After leaving Altamira, Bhutani worked at AGF Management Limited for over a decade, holding positions such as Head of Product, Head of Marketing, and Head of Business Solutions. He was especially important in the development of AGF's ETF platform in 2016. Additionally, he has been running a consultancy service that supports wealth and financial management firms since 2017.
“I am beyond thrilled and excited to be joining Raintree Wealth Management. I’m humbled and honoured to help guide and lead our organization as we explore new opportunities for our wealth management business in Canada,” Bhutani said. “My investment and product philosophy align with Raintree’s Core + Explore model and I’m enthusiastic about our growth and prospects over the next few years.”