Treegrove Investment Management Inc.

Our goal is to continually earn your trust. Our team works tirelessly to ensure we always deliver great service for our clients. Bonito is a proud member of the Ottawa Real Estate Investors Organization and served on the board of directors from 2009 to 2010. Ghia-Pereira is a founding partner of Peartree Real Estate Investors Group and has been providing excellent service to their many clients. Instead, let our experts keep you compliant and your bottom line protected. They offer superb value for money, and seem to know the industry inside out. At Peartree Group Property Management, we are determined to provide the best possible service for our clients across the metro area.

Tim Harvey set up NTree in 2017 to help investors obtain a better understanding of the investment opportunities in China. The NTree team has considerable experience with the asset class, both as investors and in the distribution of commodity solutions. Tim started NTree in March 2017 to help non-European based ETF asset managers access quality ETF distribution. Sara joined NTree in 2017, bringing experience in Marketing Strategies and Sales. Prior to joining NTree, Sara was Marketing Coordinator at First Trust Global Portfolios. NTree’s goal is to educate investors on the investment opportunities in the Chinese and Commodities markets. NTree aims to support you in understanding how and when to gain efficient exposures, whether you are looking for diversification or price discovery. NTree aims to keep you abreast of the options available to you, cutting through the noise to present the best products available.

Terry joined MangoTree Capital with fifteen years of experience in healthcare sales, service and administration. Our value is fiduciary management of your asset allocation based on your goals, time-frame and spending rate.

We are a skilled team of over 50 investment and business professionals. We are well positioned to meet the challenges in the constantly changing environment with expertise in risk, prime brokerage, operations, and corporate finance. Brad is the lead Portfolio Manager, and oversees all investing and risk management activities. Dimitri serves as the Chairman of the Reaching for Stars Children’s Foundation, a grassroots foundation supporting programs that are aimed at providing a holistic approach to caring for children in need. Jason is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X. Jessica also sits on the CAASA Member Advisory Panel, is the former Toronto Chair of 100 Women in Finance, and was Co-Chair of the first-ever True Patriot Love Women’s Expedition to Baffin Island which raised over $1 million dollars for Canadian veterans and their families. Jeannine is a Portfolio Manager for the Waratah Income Fund and is on the Summerhill Resorts Ltd. Adrian is a Portfolio Manager on the Waratah Income Fund, a manager on the financial services basket in the Waratah Alternative ESG Fund, and is on the Summerhill Resorts Ltd.

RiverTree continues to be based in Winter Park, Florida, with a second location in Boulder, Colorado. Sally has been with RiverTree Advisors and its predecessor firms since 2003 and is responsible for all client service and many operations areas. Lisa Strange joined RiverTree Advisors in October 2015. Prior to RiverTree, Lisa worked for 25 years in the small business environment of a well-run dental practice in Winter Park, Florida. In 2002, Ted left the corporate world and founded Global Capital Advisors, an independent investment advisory firm, and in 2008 merged that firm with Sarasota Asset Management to form Vinoy Capital. Vinoy was restructured into two firms in 2013 and Ted now heads RiverTree Advisors. One of the key strengths of RiverTree is our extensive use of talented professionals who are not employees of our firm, but instead are employed at the wide range of service providers needed to conduct a Registered Investment Advisor's business in today’s environment. On any given day, up to 30 of these individuals assist us at RiverTree with our Investment, Client Service, Operations or Communications functions.

PearTree Canada was founded over 15 years ago to assist philanthropic high net worth individuals to give more, doing it efficiently, elegantly and strategically. As the philanthropic community embraced our services which allowed them to increase their charitable giving, we realized that we needed our own capital markets arm to originate more flow through share transactions and open the trading accounts needed to provide “one-stop shopping” to our donor clients. This allowed me to develop and lead the team that operates PearTree Securities Inc., the securities dealer and investment fund manager that allow us to deliver seamless service to all the participants in our transactions. One key indicator of success is the positive impact our donation offerings have on the community and the individuals we serve. Ensuring that our clients feel supported, valued, and satisfied with our services is a top priority for me. Through our ​​proven Flow-Through Share Donation Platform, we provide enhanced exploration capital for remote and Northern Canadian resource issuers at reduced share dilution.