RAINTREE FINANCIAL SOLUTIONS - Key Persons
Job Titles:
- Vice President of Finance & Operations
Job Titles:
- Senior Compliance Officer
ilan Handelsman is passionate about investing and has been investing for over 35 years. His interest in the private market began in 2005; Since then, he has personally invested in over 70 alternative or private placements. ilan Handelsman takes a conservative approach in planning. He invests primarily in companies with experienced management teams and in real estate-backed opportunities. His experience has shown that diversification - in different companies, different investment types, different sectors, and different geographies - is the best way to mitigate risk.
ilan joined Raintree Financial Solutions in October of 2012. He quickly built up his advising practice and became a highly regarded advisor at the firm. He meets with a group of Raintree's top-performing investment advisors and Raintree management to share successes and to help improve Raintree's services. In 2018 Jennifer Reynolds joined ilan's practice and is now a 50/50 partner. ilan & Jen thoroughly enjoy working together and share the belief that investing can (and should) be fun.
ilan and Jen take a holistic approach to investment planning and work to ensure that each of their clients has the right advisors on their team. They have an outstanding network of professionals that they refer to for wills & estates, insurance, domestic & cross-boarder tax planning and portfolio management.
In the summer of 2017 ilan was invited to join Raintree's senior management team. He worked in an advisor-facing capacity shaping policy and providing training, mentorship and strategic planning for the firm's national team of Private Wealth Advisors (Aug 2017 - Jul 2021). This was an extremely rewarding role that gave ilan insight into the advising practices of the most professional and successful of Raintree's advisors.
Jeremy Wiebe grew up in Greater Vancouver and has been a Private Wealth Advisor in the exempt market since 2015. He joined Raintree in 2019 and serves individuals, families and business owners seeking alternative investment strategies. Jeremy's first fascination with investments and the wonder of compound interest started when he was gifted Canadian Savings Bonds as a child, back when bonds paid double-digit returns. Jeremy Wiebe continues to further his education and is a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®).
Before working in the investment industry, Jeremy worked in business development with a few family owned enterprises. There he encountered many budding entrepreneurs searching for private capital, and many successful business owners looking for new places to invest. Through these experiences, Jeremy realized that he loved to connect good people with each other and with excellent investment opportunities. Before transitioning into a business and investing career, Jeremy taught ethics and philosophy in Canadian universities for 5 years.
In addition to being a Private Wealth Advisor with Raintree Financial Solutions, Jeremy is a partner with Drake Wellington Insurance Services Corporation which serves the life insurance and living benefits needs of families and business owners.
Outside of work he enjoys running, snowboarding, time spent with family and friends, supporting charitable causes, and travelling with his wife and two kids.
Job Titles:
- Senior Operations Coordinator
Job Titles:
- Head of Corporate Finance
Sandra Mews started her financial business in 1987. She started the first investment dealer's association (IROC) firm registered in the province at that time. Since then she has received many awards in the industry including:
Job Titles:
- Chief Compliance Officer, Chief Anti - Money Laundering Officer ( CAMLO )