RaeLipskie Partnership

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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.

Stability in investing is the ability to keep making sound decisions as conditions change.A well-designed plan establish...
10/15/2026

Stability in investing is the ability to keep making sound decisions as conditions change.

A well-designed plan establishes multiple parameters before markets demand a response. It also helps ensure your capital is positioned based on your goals.

This ensures decisions can remain tied to objectives and time horizons rather than the pressure of the moment.

At RaeLipskie, planning provides the foundation for how portfolios are built, monitored, and adjusted over time.

Build from a stronger framework: raelipskie.com/contact

Taking aim at team time!The RaeLipskie Partnership team recently traded their desks for a little friendly competition at...
10/14/2026

Taking aim at team time!

The RaeLipskie Partnership team recently traded their desks for a little friendly competition at Bad Axe Throwing. It was a great opportunity to catch up, test our aim and enjoy some time together outside the office.

Here’s to the people who make every workday a little brighter!

Markets change. Goals evolve. New information changes the context.That is why planning is an ongoing process.A strong in...
10/12/2026

Markets change. Goals evolve. New information changes the context.

That is why planning is an ongoing process.

A strong investment framework helps define how decisions are made, how risk is approached, and how a portfolio can adapt without losing sight of its long-term objectives.

The value of planning is in the discipline it brings when conditions change.

Explore our approach: raelipskie.com/contact

World Financial Planning Day is a reminder that strong financial outcomes rarely happen by accident.A comprehensive plan...
10/07/2026

World Financial Planning Day is a reminder that strong financial outcomes rarely happen by accident.

A comprehensive plan creates direction across investments, cash flow, taxes, retirement, estate considerations, and changing priorities. It gives each decision a role and helps keep the bigger picture intact as markets and life evolve.

At RaeLipskie, planning provides the framework for how we manage wealth, evaluate opportunities, and keep portfolios aligned with long-term objectives.

Plan with purpose: raelipskie.com/contact

A strong plan gives investment decisions a framework before conditions change.It defines priorities, risk parameters, li...
10/05/2026

A strong plan gives investment decisions a framework before conditions change.

It defines priorities, risk parameters, liquidity needs, and the role each part of a portfolio is expected to play. That structure helps investors evaluate new information without losing sight of the objectives the portfolio was built to support.

Throughout October, we’ll be exploring The Power of Planning and how disciplined preparation can support stronger investment decisions over time.

Explore our approach: raelipskie.com/contact

When markets feel uncertain, it helps to return to a personal question: What does your money need to do for you?Whether ...
10/01/2026

When markets feel uncertain, it helps to return to a personal question: What does your money need to do for you?

Whether you’re preparing for retirement, planning a major purchase or supporting the next generation, your goals help shape how your portfolio is built and managed.

In our October blog, “How We Build Resilient Portfolios,” we explore how personalized planning, diversification and ongoing reviews help keep investment decisions grounded in your needs through changing market conditions.

Build a clearer connection between your wealth and the life you’re planning. Read our latest blog to discover how a personalized plan can help keep your portfolio aligned with your goals: https://raelipskie.com/how-we-build-resilient-portfolios/

Every family reaches moments where the planning done years earlier begins to matter.A school acceptance, a move away fro...
09/30/2026

Every family reaches moments where the planning done years earlier begins to matter.

A school acceptance, a move away from home, a professional program, a first major career decision. These moments can arrive quickly, but the ability to support them is often built long before.

That is what makes family planning so important. It gives today’s resources a clear purpose and helps turn wealth into something more meaningful than financial security alone. It can become confidence, flexibility, and opportunity for the next generation.

As we close out September’s focus on Smart Planning for Families, the message is simple: the strongest plans are built before the future asks for them.
Build with the next generation in mind: raelipskie.com/contact

Alex first joined RaeLipskie Partnership as an intern in 2014 and returned to the firm after completing his BBA at Wilfr...
09/28/2026

Alex first joined RaeLipskie Partnership as an intern in 2014 and returned to the firm after completing his BBA at Wilfrid Laurier University, where he majored in finance and minored in financial mathematics.

Since then, Alex has earned both his CIM and CFA designations and has built experience across the wealth management framework, including risk management, client service, and customized portfolio construction.

As an active member of RaeLipskie’s Investment Committee, Alex contributes to security selection and asset mix decisions, bringing his market knowledge and analytical background to the portfolio management process.

His role reflects the collaborative approach RaeLipskie brings to portfolio management, where experience, analysis, and ongoing discussion help inform investment decisions.
Connect with a member of our team: raelipskie.com/contact

The Canadian dollar recently climbed to a nearly three-week high against the U.S. dollar, with investors focusing on str...
09/24/2026

The Canadian dollar recently climbed to a nearly three-week high against the U.S. dollar, with investors focusing on stronger oil prices despite ongoing trade tensions between Canada and the U.S.

For investors, currency movements can influence international holdings, purchasing power, import costs, and portfolio returns. A stronger loonie may be positive in some areas, but it can also create pressure in others depending on exposure.

At RaeLipskie, we look at currency movement as one part of the broader investment landscape, alongside interest rates, trade policy, commodities, and global market conditions.

Read more here: https://www.reuters.com/business/canadian-dollar-hits-nearly-three-week-high-investors-shake-off-trade-angst-2026-09-08/

The strongest budgets leave room for both structure and flexibility. They help families understand what the year ahead m...
09/22/2026

The strongest budgets leave room for both structure and flexibility. They help families understand what the year ahead may require, how spending patterns are changing, and where planning decisions may need to be adjusted before larger commitments arrive.

For parents, that kind of clarity can make it easier to support today’s needs while staying focused on the goals still ahead.

Use September to bring more structure to the year ahead: raelipskie.com/contact

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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