2021 has been another year of transition as we slowly move out of the pandemic and discover the next normal. Through it all, The RaeLipskie partnership has embraced many changes, and we’re eager to start building things back up as we move into 2022. As this year comes to a close, The RaeLipskie Partnership shares some of our milestones and things we’re looking forward to in 2022. 

Charitable Giving

The RaeLipskie Partnership continues to recognize the value in giving back to the community through charitable giving. The team participates throughout the year; however, a few events always stand out for us.

 

​​The JA “Putting for Potential” is an annual golf tournament presented by Libro Credit Union in support of financial literacy. In September, our team sponsored the event, and as a result of the golf tournament and silent auction, 800 students in Waterloo Region will benefit from a JA program this school year!

That’s 800 youth who will learn about:

  • earning, saving and investing money
  • creating and living within a budget
  • creating a small business
  • teamwork, communication and problem-solving skills

The Food Bank of Waterloo Region is a charitable organization we have continued to support over the years. In September, we supported the 8th annual Waffles in the Warehouse as a Main Stage sponsor. Waffles in the Warehouse @ Home brings together business owners, influencers and community champions for a morning of connection, learning and impact. 

On October 27, our team participated in Dress Purple Day through the Family & Children’s Services of the Waterloo Region. On this day Ontario Children’s Aid Societies raise awareness about the role that individuals and communities play in supporting vulnerable children, youth, and families. 

Achievements

Canada’s Top Wealth Advisors 2021

A huge congratulations went out to Brian Lipskie who has made Canada’s Top Wealth Advisors list for 2021 by The Globe and Mail! Brian placed #1 for independent wealth advisors and #13 overall out of the top 150 financial advisors in the country. In partnership with SHOOK Research, The Globe and Mail presents its inaugural ranking of the country’s most effective financial advisors. We are thrilled to celebrate Brian’s national recognition with him!

2021 L. F. Gower Award

Lloyd Gower was a man of distinction. His presence was always known and his dedication to the clients and affiliates of Rae & Lipskie Investment Counsel was remarkable. Lloyd played an integral part in the early development of Rae & Lipskie and its continued growth. He led with strength and by example and we are proud of the legacy that he has left behind. He was certainly viewed as the “gold standard”, and for this reason, The RaeLipskie L. F. Gower Award was established.

Annually, we present The RaeLipskie L. F. Gower Award to one of our staff in recognition of the high standards represented by Lloyd Gower. Lloyd’s endless client service, depth of knowledge in the investment industry, strong ethics, his dedication to family and the volunteer involvement of community support in Waterloo Region continue to be core values for RaeLipskie.

The recipient of the 6th annual Lloyd F. Gower Award has been presented to our exceptional team member, Andréa Miljkovic, CFA, Vice-President & Portfolio Manager. Andréa began her career at RaeLipskie in 2002 and meticulously manages investment portfolios for many families and charitable organizations. Andréa is a member of RaeLipskie’s Investment Committee and holds a number of research responsibilities.

In recognition of this achievement, RaeLipskie has made a donation in Andréa’s name to The Linda and Lloyd Gower Fund at Cambridge and North Dumfries Community Foundation. 

We are very proud and grateful of the important and caring work Andréa does both at the office and in the community.

Our Biggest Takeaways

Taking time to reflect over the past year has allowed us to celebrate our achievements and recognize how to better serve our clients moving forward. The success of our clients is our main priority, as we are committed to ensuring their needs are met even in times of change. If there’s one thing we learned from 2021, it’s that change happens quickly and the only way to succeed is to adapt. 

Thank you to all of our amazing clients for the great year! We look forward to connecting with you in 2022!