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About Moraine Wealth Advisory

Our Team

Meet the dedicated wealth advisors and financial experts behind Moraine Wealth Advisory.

We’ve assembled a team of dedicated professionals who are passionate about empowering clients on their financial journeys. We believe in building strong, lasting relationships built on trust, transparency, and a genuine desire to see our clients succeed.

This commitment to client success extends beyond our professional expertise. We share a deep-rooted passion for helping Canadian families enjoy a life of financial freedom, and that shared passion drives us to provide the highest level of personalized guidance and support.

Moraine wealth team

Moraine Wealth Advisory was created to meet the needs of Canadian families who want to be treated like more than just a number.

Our Wealth Management Team

The Moraine Wealth Advisory team is comprised of experienced professionals who are committed to our mission and our values. We foster a collaborative environment where knowledge is shared and the best interests of our clients are always at the forefront.

Sean wilson

Sean Wilson

Owner, Moraine Wealth Advisory

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Amanda allan

Amanda Allan

Insurance and Portfolio Administrator

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Ken Doll

Ken Doll

Senior Financial Planner

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Our holistic service is made possible by the combined experience of partners at Raintree Wealth Management and our external experts.

Moraine Wealth Advisory is happy to collaborate and consult with external experts. If you have a preferred accountant, tax lawyer, or other financial professional, we’ll gladly work with them to align your financial plan. If you need recommendations, we can connect you with trusted professionals in our network.

Peter kinkaide

Peter Kinkaide, CFA

Raintree Wealth Management

CFO, Investment Committee Chair

Jay bhutani

Jay Bhutani

Raintree Wealth Management

President