Trust. Experience. Integrity.

Investment Strategy

Portfolio Design and Maintenance

Financial Planning

Socially Responsible Investing

Investment Account 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.

We strongly believe in a client-first approach; we listen and put our experience to work for you.

Why should I use an Investment Counsel/Portfolio Manager?

Looking after your own assets has never been simple:
  • Staying on top of the big picture, macro-economic outlook can be daunting
  • New opportunities and investment avenues open up
  • Consistent, disciplined application of a well-defined investment philosophy and process achieves desired results when applied over the longer term
  • Information overload and prioritizing is critical
  • When managing your own assets you may become emotional about particular holdings; this could cloud your judgment and result in a breakdown of discipline
  • You are ready to graduate from mutual funds to a customized solution

An investment counsel is a team of professionals whose only business is to manage portfolios and advise clients.  As a member of the Portfolio Management Association of Canada (PMAC), every Investment Counsellor/Portfolio Manager must abide by the “Functions and Principles of the Profession of Investment Counsel” as adopted by PMAC.

We have a fiduciary duty to act with care, honesty and good faith, to put our clients’ interests first. This is a higher hurdle than simply recommending products that are appropriate. To avoid conflict of interest, we are an independent business with no outside affiliations that could influence us.

As investment counsellors registered with the provincial securities regulators, we must obtain the highest level of education and experience in the investment industry.  We are monitored to ensure any outside activities with which we may be involved, such as charities or community groups, do not conflict with our clients’ interests.

After preparing an Investment Policy Statement that is unique to you, your Investment Counsellor makes investment decisions on your behalf, so you don’t have to worry about the day-to-day management of your funds. Clients’ assets are held in their own names at an independent third-party custodian to provide another layer of security.

Our interests are aligned with our clients – when they succeed, we succeed.  Our compensation is not based on transactions in the portfolio; it comes only from investment management fees. 

Who We Serve

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Individuals & Families

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Charities

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Endowments

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Corporations

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Estates & Trusts

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Retirement Funds

For more information Contact us:

What Our Clients Say

“On behalf of the Sandra Schmirler Foundation, I want to personally thank you for your role in contributing to the success of the Foundation that we all hold near and dear to our hearts.”
www.sandraschmirler.org

Brenda

Sandra Schmirler Foundation

“The Rae Lipskie team have been like family to us. They have consistently offered support and advice when my family really needed it and have been invaluable to me as I have become more involved in my parents’ investment decisions. From the most senior level on down, they are professional, wise and caring.”

Susan

Cambridge, ON

“I wanted to write and indicate how much I appreciate being associated with your Wealth Management Partnership. I like your careful consideration of each client’s specific needs when building investment accounts and developing growth. This coupled with the excellent reporting mechanisms you employ create a feeling of trust and confidence with my clients. Thank you for your friendship, counsel and expertise. I look forward to many additional years of working with you.” Dennis E. Huss, MaSc, FLMI, CFP, CLU, CHFC

Financial Advisor