RaeLipskie Partnership

09/03/2026

Family planning is rarely about one decision.

It often brings together competing priorities: supporting children, preparing for future costs, maintaining flexibility, and making sure wealth is being used with purpose.

That is where thoughtful planning matters. It helps families see how today’s financial decisions connect, what trade-offs may exist, and how each choice can support the bigger picture.

At RaeLipskie, we help clients approach family wealth planning with clarity, structure, and long-term perspective.
Explore our approach: raelipskie.com/contact

09/01/2026

Back-to-school season brings education into focus, but for many families, the real question is how to prepare for the cost before it becomes a pressing decision.

In 2026, that conversation looks different than it did a generation ago. Tuition is one factor, but so are living arrangements, program choices, graduate studies, changing career paths, and the level of support provided.

Our latest blog looks at how families can think through RESPs, funding approaches, and future education costs with more structure.

Read the full blog here: https://raelipskie.com/education-savings-in-2026-resps-funding-models-future-costs/

Back-to-school season naturally puts education front of mind. For parents and grandparents, it can also be a useful reminder to think further ahead. For many families, education is one of several significant investments they expect to make in the next generation. The question is often less about whe...

08/31/2026

What we build today becomes part of someone else’s tomorrow.

Legacy planning brings that responsibility into focus. It asks how wealth can be used with care, how decisions can create continuity, and how the work of one generation can help support the next.

At its best, wealth is not only preserved. It is given direction.
Plan with purpose: raelipskie.com/contact

08/27/2026

The Canadian dollar is expected to remain relatively stable in the near term, according to recent analyst expectations.

Currency movements are shaped by many factors, including interest rate expectations, economic growth, commodity prices, and global demand for the U.S. dollar.

For investors, exchange rates can affect international holdings, purchasing power, and portfolio returns. That makes currency exposure an important part of the bigger picture, especially for diversified portfolios.

At RaeLipskie, we consider these factors when building and managing portfolios designed to support long-term objectives.

Read more here: https://www.reuters.com/business/canadian-dollar-seen-rangebound-domestic-economy-recovers-2026-08-06/

08/25/2026

Robin Stanton, CFA, joined RaeLipskie Partnership in 2018 and serves as Vice-President & Portfolio Manager.

With extensive experience across public and private markets, Robin has worked with institutional and individual investors to help develop and implement investment strategies aligned with their objectives. His background includes senior roles at CBRE Caledon Management and AGF Investments, where he supported clients, advisors, and investment programs across North America.

A University of Toronto graduate and CFA Charterholder, Robin also contributes his expertise locally through investment committee work with organizations including the Waterloo Region Community Foundation, Wilfrid Laurier University, and Grand River Hospital.

Robin’s experience reflects RaeLipskie’s focus on thoughtful portfolio management, disciplined strategy, and long-term client relationships.

Connect with a member of our team: raelipskie.com/contact

08/21/2026

A successful wealth transfer depends on more than the assets being passed on.

Readiness, timing, structure, liquidity, and continuity all shape how wealth moves from one generation to the next. When these pieces are considered together, families can create greater clarity around both financial outcomes and long-term intentions.

At RaeLipskie, we help clients approach wealth transfer with purpose, care, and thoughtful portfolio management.

Connect with our team today: raelipskie.com/contact

08/19/2026

Legacy planning is where intention meets ex*****on.

It is one thing to know what you want your wealth to do. It is another to make sure the right strategy, structure, liquidity, and communication are in place to support it.

A meaningful financial legacy is built by connecting those pieces before decisions become urgent. That is where planning can make the difference between wealth that is simply transferred and wealth that continues to serve a purpose.

Turn intention into strategy with our team: raelipskie.com/contact

08/17/2026

Financial awareness starts with knowing the moving parts.

Income, expenses, savings, investments, debt, risk management, and planning all play a role in shaping long-term financial decisions.

For any financial plan, it is important to understand how they interact, where there may be gaps, and what needs more attention as your goals evolve.

At RaeLipskie, we help clients turn financial awareness into thoughtful investment planning and customized portfolio management.

Explore our approach: raelipskie.com/contact

08/14/2026

Financial awareness is about more than knowing what you have saved.

It means understanding how your wealth is positioned, what your portfolio is designed to support, and how today’s decisions may affect your future goals.

For investors, that awareness can include everything from asset allocation and income needs to tax exposure, estate planning, and long-term family priorities.

The more clearly you understand your financial picture, the more confidently you can make decisions that support what matters most.

Learn more about our approach to private wealth management: raelipskie.com/contact

08/12/2026

The Bank of Canada has held its policy interest rate steady, reflecting the continued balancing act between inflation, economic growth, and financial stability.

For investors, interest rate decisions can influence everything from borrowing costs and bond yields to business investment and market sentiment.
While one rate announcement does not define a long-term strategy, it does provide useful context for understanding the broader economic environment.

At RaeLipskie, we monitor developments like these as part of our ongoing approach to portfolio management.

Read more here: https://financialpost.com/news/economy/bank-of-canada-holds-interest-rate-june-15