RaeLipskie Partnership

RaeLipskie Partnership Private Wealth Management

As your Private Wealth Managers, we create and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives.

Sometimes the smallest ideas can make a big impact.LemonAID Day is returning to Waterloo Region this June, bringing toge...
06/16/2026

Sometimes the smallest ideas can make a big impact.
LemonAID Day is returning to Waterloo Region this June, bringing together kids, families, businesses, and neighbours to support local children facing some of life’s toughest challenges.

Hosted by FACS Foundation, the event raises funds to help at-risk children access summer camp and resilience-based programs that build confidence, connection, and brighter futures right here in our community.
Whether you host a stand, sponsor the event, or simply stop by for a cup of lemonade, every contribution helps make a difference.

Because every cup counts.
Learn more or get involved:
https://www.canadahelps.org/en/charities/facs-waterloo/p2p/lemonaid2026/

"Wealth is not about having a lot of money; it's about having a lot of options."-Chris RockThe same is true of your port...
06/10/2026

"Wealth is not about having a lot of money; it's about having a lot of options."
-Chris Rock

The same is true of your portfolio. When your investments are intentional and aligned with your values, they give you returns and direction.

Last night, our team had the opportunity to support the The Food Bank of Waterloo Region by participating in a food sort...
06/09/2026

Last night, our team had the opportunity to support the The Food Bank of Waterloo Region by participating in a food sorting event.

Together, we sorted 3,338 pounds of food, helping provide the equivalent of approximately 2,781 meals for individuals and families across Waterloo Region.

We're proud to support organizations that make a meaningful impact in our community. Thank you to everyone who volunteered their time and energy to make this possible.

Today is RedDAY.A day to show support for the Waterloo Regional Health Network - WRHN and the care it provides to our co...
06/06/2026

Today is RedDAY.
A day to show support for the Waterloo Regional Health Network - WRHN and the care it provides to our community.

At RaeLipskie, we believe that a strong community is the foundation of strong futures for families, businesses, and the people we serve every day. We're proud to show our support.

What ESG Means in 2026Environmental, Social, and Governance criteria have matured into a nuanced lens for evaluating how...
06/05/2026

What ESG Means in 2026

Environmental, Social, and Governance criteria have matured into a nuanced lens for evaluating how companies manage risk, govern themselves, and contribute to long-term stability.

Connect with our financial advisors to learn what ESG really means for your portfolio today.

Learn more: raelipskie.com/contact

Get ready for tomorrow’s Karis Belongathon! We’re proud to support Belongathon Waterloo, an event helping create more in...
06/05/2026

Get ready for tomorrow’s Karis Belongathon!
We’re proud to support Belongathon Waterloo, an event helping create more inclusive and accessible spaces for people with developmental disabilities in our community and beyond.

Hosted by Karis Disability Services, Belongathon brings people together through movement, connection, and community impact, all in support of creating spaces where everyone is welcomed, valued, and included.

Will you be there?
https://belongathon.ca/becky-miller

Something meaningful is happening across Waterloo Region this June.On June 6, members of the RaeLipskie team will be tak...
06/03/2026

Something meaningful is happening across Waterloo Region this June.

On June 6, members of the RaeLipskie team will be taking part in WRHN RED Day in support of Waterloo Regional Health Network - WRHN Foundation and the future of healthcare in our community.

Community care extends far beyond hospital walls. Events like this bring people together around a shared goal: supporting the spaces, services, and people that make a lasting impact across our region.

We’re proud to support the cause and encourage others to learn more or get involved.

Would you consider joining RaeLipskie to support RedDAY? Donate here: https://redday.ca/campaign/2026/team/7/donate/

Responsible investing has evolved far beyond a trend. Today, many investors are looking for strategies that not only sup...
06/01/2026

Responsible investing has evolved far beyond a trend. Today, many investors are looking for strategies that not only support long-term financial goals but also reflect the issues, industries, and impact that matter most to them.

In our latest blog, we explore the evolving conversation around responsible investing, from ESG and long-term strategy to how investors can align wealth with what matters most to them.

Read the full blog here: https://raelipskie.com/aligning-wealth-with-values-a-practical-guide-to-responsible-investing/

Look at your largest holdings and the role they play within your overall portfolio.It’s common for a small number of inv...
05/28/2026

Look at your largest holdings and the role they play within your overall portfolio.
It’s common for a small number of investments to represent a larger portion of a portfolio over time, often without a deliberate decision. As this happens, the overall balance can shift in subtle ways.

Reviewing your current weightings brings clarity to how your portfolio is positioned today and how it continues to support your long-term direction.

Explore how we help clients maintain balance over time:
https://raelipskie.com/contact/

On June 6, the RaeLipskie team will be walking in support of RedDAY and local healthcare across Waterloo Region.We’re pr...
05/26/2026

On June 6, the RaeLipskie team will be walking in support of RedDAY and local healthcare across Waterloo Region.

We’re proud to support the incredible work happening across Waterloo Regional Health Network - WRHN and the people who help care for our community every day.

If you’d like to support the cause alongside us, donations can be made through the RedDAY Walk campaign page below. When donating, please enter “RaeLipskie” in the Company/Organization section to support our team’s fundraising efforts.

https://redday.ca/campaign/2026/team/7/donate/

Thank you for helping support the future of healthcare in Waterloo Region.

Address

20 Erb Street West, Suite 201
Waterloo, ON
N2L1T2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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