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.

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.

Faulene McNanney serves as Senior Client Service Associate at RaeLipskie Partnership.Since joining the firm in 1999, she...
05/25/2026

Faulene McNanney serves as Senior Client Service Associate at RaeLipskie Partnership.
Since joining the firm in 1999, she has supported the day-to-day administration of client accounts with consistency and precision. With over 32 years in the financial industry, Faulene brings deep experience across all aspects of client service.

She has completed the Canadian Securities Course (CSC) and is highly proficient in the firm’s portfolio management systems, ensuring accurate reporting and reliable account oversight.

To learn more about our approach to client service and portfolio management, connect with our team.
https://raelipskie.com/contact/

Strong financial outcomes are shaped over time through consistent, intentional actions.The way you save, invest, and rev...
05/20/2026

Strong financial outcomes are shaped over time through consistent, intentional actions.
The way you save, invest, and revisit your plan builds a pattern that drives long-term results.
With the right structure in place, consistency becomes momentum and progress becomes measurable.
It’s about staying aligned and committed, year after year.

Learn more or book a conversation at RaeLipskie.com.

Take time this month to review how your portfolio is positioned.Market movement alone can shift your exposure over time,...
05/18/2026

Take time this month to review how your portfolio is positioned.
Market movement alone can shift your exposure over time, changing the balance that was originally put in place. A quick review helps confirm that your current allocation still reflects your goals, your timeline, and your comfort with risk.

Even small adjustments can help keep everything aligned as the year progresses.
Learn how we support ongoing portfolio alignment:
https://raelipskie.com/contact/

Strong portfolios are built with intention, and are maintained with care.Over time, markets move, opportunities shift, a...
05/15/2026

Strong portfolios are built with intention, and are maintained with care.

Over time, markets move, opportunities shift, and priorities evolve. Consistent review and thoughtful adjustments help ensure a portfolio continues to reflect the goals it was designed to support.
Clarity comes from understanding how each part of a portfolio works together and how it contributes to long-term outcomes.

At RaeLipskie, our focus is on providing that structure, insight, and ongoing guidance so clients can move forward with confidence.

Learn more about our approach:
https://raelipskie.com/contact/

May is a natural point to revisit your portfolio.The first part of the year often moves quickly. By now, your portfolio ...
05/13/2026

May is a natural point to revisit your portfolio.
The first part of the year often moves quickly. By now, your portfolio reflects a few months of real market activity, performance, and momentum.

Taking a moment to review where things stand today can bring clarity. How your portfolio is allocated, how each part is contributing, and how it aligns with your current goals all come into focus with a simple check-in.

This kind of review supports steady progress and keeps your strategy intentional as the year continues.
Explore how we approach mid-year portfolio reviews:
https://raelipskie.com/contact/

Nothing brings people together quite like good food and a well-earned afternoon break.Last week, the RaeLipskie team gat...
05/11/2026

Nothing brings people together quite like good food and a well-earned afternoon break.

Last week, the RaeLipskie team gathered for our quarterly staff lunch. A tradition we look forward to after each quarter as a way to thank our team for their hard work, dedication, and commitment to our clients and each other.

This quarter’s lunch featured local favourite Berlin 95, plenty of laughs, and a chance to step away from the day-to-day to recharge together.

We’re grateful for the people behind RaeLipskie who make the work we do possible every day.

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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