The Investing Process
The process of investing in Exempt Markets through Raintree Financial Solutions starts long before you conduct a purchase transaction.
Each product Raintree Financial Solutions offers undergoes an extensive due diligence process and exhaustive information is made available to Dealing Representatives.
Dealing Representatives also undergo extensive training, are given access to proprietary back office systems, and are given all the tools to operate in compliance with all securities commission guidelines.
When you speak with your Raintree Financial Solutions Dealing Representative you will be asked to provide information about your investment knowledge, current portfolio, and risk temperament. All of this information will be catalogued and used to help your Dealing Representative direct you to products that will suit your portfolio needs.
In addition to helping choose the right Exempt Market investments for you, our Dealing Representatives will help you choose products to complement your portfolio, complete transactions on your behalf and ensure continuous reporting.
Whether you’re interested in developing a tax strategy or maintaining cash flow, Raintree Financial Solutions and its network of highly trained Dealing Representatives will help you meet your investment goals.