The RaeLipskie Partnership
20 Erb Street West, Suite 201 N2L 1T2 Waterloo, ON, Canada

Always remain well-diversified. Take nothing for granted. EverythingZoomer shares why diversifying your stock market portfolio Is more important than ever here: https://bit.ly/2IOVbdt

Meet Andréa! Joining The RaeLipskie Partnership in 2002, Andréa currently manages investment portfolios for families, Charitable Organizations, The RaeLipskie Partnership’s flagship private pooled fund and the firm’s Foreign Equity Fund. She is a member of RaeLipskie’s Investment Committee and holds a number of research responsibilities. Andréa also oversees the company’s Burlington office location. To learn more about Andréa's professional background, visit: https://raelipskie.com/team/andrea-miljkovic-cfa/ Wondering how Andréa can help set you up for success? Contact us today! https://raelipskie.com/contact/

Happy Holidays from all of us at The RaeLipskie Partnership! We hope you have a safe, warm, and joyous holiday!

2020 has almost come to an end! Although it has been an uncertain year, it taught investors some valuable lessons. From not timing the markets to staying diversified, MoneySense shares investing lessons to learn from the pandemic here: https://bit.ly/3hbXS5l

Meet David Martin! Beginning his investment career in 1987, David joined The RaeLipskie Partnership in 2004 and holds the Certified Investment Management (CIM) designation. He contributes to the firm’s investment research activities and manages client portfolios. Learn more about David’s professional background here: https://raelipskie.com/team/david-martin-cim/ Wondering how David and the rest of our team can set you up for success? Contact us today: https://raelipskie.com/contact/

It is important to be educated about the taxation of your investments. How your investments are taxed depends on the account in which you hold your investments & the type of investment income you earned. https://bit.ly/329M8ds #FLM2020 #investmenttax #RRSP #TFSA

Financial Post takes a look at five spectacular #stock wins and flops investors couldn't see coming in 2020 here: https://bit.ly/3n95QhG Any guesses which made the list?

Put your children on the path to #financialsuccess and smart decision-making by teaching them about money early. For ideas to start the money conversation, head to: https://bit.ly/2IC9yRG #FLM2020 #financialplanning #familyfinance Financial Consumer Agency of Canada (FCAC)

Did you know roughly half of #Canadianinvestors aren't even aware they are paying fees? The CSA could foster significant improvements in investor understanding of fees and promote better informed investor decisions by requiring the investment industry to take the following simple steps Find out what they are from MoneySense: https://bit.ly/36Fqkbg

When a relationship breaks down, there are #tax implications arising from the division of #investmentassets. MoneySense shares everything you need to know about the division of assets for common law and married spouses here: https://bit.ly/2Ua8W8z

Today, we take a moment of silence to remember the brave Canadians who fought, and continue to fight for our country and freedom. #CanadaRemembers #LestWeForget #RemembranceDay

Meet Rick Vandermey! Rick is our Chief Investment Officer, and also one of our Investment Counsellors/Portfolio Managers. Rick joined RaeLipskie in 2014 after a multi-decade investment management career as Vice President-Portfolio Manager with Legg Mason Canada. Rick had responsibility for managing some of the company’s largest pension, endowment and foundation client relationships. Interested in learning how Rick can set you up for success? Contact us today! https://raelipskie.com/contact/ You can also learn more about Rick’s professional and personal background here: https://raelipskie.com/team/rick-vandermey-cfa/

Meet Brian Lipskie The Lipskie of RaeLipskie! Joining Ken Rae in 1989, Brian is our President and Chief Operations Officer. In addition to directing the operations of the company, Brian actively participates in research and #portfoliomanagement. Interested in learning how Brian can set you up for success? Contact us today! https://raelipskie.com/contact/ You can also learn more about Brian’s professional and personal background here: https://raelipskie.com/team/brian-lipskie-cfa/