As 2023 draws to a close and we eagerly welcome everything the new year has to offer, we want to take a moment to reflect on the past year and showcase a few of our firm’s favourite highlights. Throughout the year, we have had the pleasure of working closely with our clients to offer professional investment management, sharing our monthly market commentary, and participating in group trips and other celebrations. Continue reading as we say our final goodbye to 2023 and prepare for an exciting new year. 

2023 was a rollercoaster ride for global markets, with unprecedented events impacting investments. RaeLipskie continued to demonstrate resilience in the face of this volatility, employing strategic risk management to protect and grow our client portfolios. Through proactive measures, RaeLipskie ensured its clients remained on a steady course amid unforeseen challenges. This included navigating the complexities of a shifting global economy by staying aware of international trends, allowing our clients to make informed decisions in an ever-changing economic landscape. Upon announcing RaeLipskie’s partnership with Guardian Capital in September 2022, we had the pleasure of reaching our one-year milestone after a successful and mutually rewarding first year together. In September 2022, Guardian Capital completed its acquisition of a 60% majority interest in The RaeLipskie Partnership. This acquisition increased Guardian’s assets under management in its Private Wealth segment by approximately $1 billion CAD and further extended its regional coverage in key markets. With a shared vision of enhancing client value, we look forward to a future of continued growth. Learn more about the partnership here.

Brian Lipskie, President and COO at RaeLipskie and George Mavroudis, President and CEO at Guardian Capital

The RaeLipskie team also spent some quality time away from the office together! We had the pleasure of volunteering at The Food Bank of Waterloo Region to assist with food sorting. The RaeLipskie Partnership sorted a total of 3,116 pounds of food! In the new year, we are eager to continue supporting our community through our involvement with local charitable organizations. 

Our team outings are some of our fondest memories of the year. One in particular was our trip to see the Toronto Blue Jays play! 

Left to right, top to bottom: Helen Snow, Laura Cornell, Heather Dewar, Becky Miller, Faulene McNanney, Rebecca Jackson, Laurie Orlik

As we reminisce over the past year, The RaeLipskie Partnership would also like to take this opportunity to thank our valued clients and stakeholders whose trust and partnership have been the cornerstone of our success. We look forward to having you alongside us as we enter into 2024. From everyone at RaeLipskie, we wish you a happy holiday season and an exciting new year ahead. Cheers! 

If you are interested in learning more about RaeLipskie’s services, book an appointment with one of our advisors today. Contact The RaeLipskie Partnership here.

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