Blog Posts

For many, tax season is a stressful time. Despite personal apprehensions about tax season, there are a number of preparations and tools you can use to make the process smoother, less time-consuming, and error-free. We have curated some important information to...

The new year is a fantastic time to set some new goals, organizing yourself and your financial intentions for 2023. Whether this is your first year getting your finances in order, or you are very familiar with financial planning, be sure to start with realistic goals...

One of the most important financial strategies is to plan for tomorrow. Estate planning is an important financial strategy that almost everyone can benefit from. By successfully planning for the future of your assets, you can be confident that your estate will be...

Every year, as children head to school, some for the very first time, many parents and caregivers begin to think about their children's future and how saving for their education factors into their financial goals and savings strategy.  In Canada, the government...

"We’re so excited to officially partner with Guardian," said Brian Lipskie, President & COO, The RaeLipskie Partnership. “We plan to utilize their strength, stability and 60-year reputation to the benefit of both our clients and our community.” Guardian Capital...

While the road to retirement and saving for this milestone will change and evolve over time, the destination is the same – living comfortably and with financial security once you leave the workforce. In order to retire with confidence and financial freedom, it is...

Wealth Professionals Canada recently announced our partnership with Guardian Capital. Under the agreement, Guardian will acquire a 60% ownership interest in The RaeLipskie Partnership; Brian Lipskie will retain a significant ownership in the company and continue on as...

Goal setting is an important step in organizing your assets and setting yourself up for financial success and security. Financial goal setting begins with thoughtful consideration of what you want to achieve and then requires a strategic financial plan to ensure you...

As most aspects of life have seen a significant shift over the past two years, an overall change in the global landscape has presented new challenges and opportunities for those looking to manage their investments. Financial and wealth management services have also...

Does your investment strategy align with your goals? Once you’ve established the goals you wish to achieve—  whether it be a new home, regular travel or a comfortable retirement— it’s important to have the right strategy in place to help get you there. An investment...