Blog Posts

Q&A With RaeLipskie During Uncertain Times

With the recent coronavirus (COVID-19) outbreak, investors are facing additional levels of uncertainty surrounding the potential economic and market impacts–in addition to the obvious health concerns.  As the situation evolves, we have addressed the situation based on...

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The Evolution Of The Wealth Management Industry

In 2019, we celebrated the 30th anniversary of The RaeLipskie Partnership. As we approached this landmark, our team put together a list of milestones that we’ve reached while working at the company. While we reminisce on all our amazing accomplishments and reflect on...

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Tips For Saving In The New Year

The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. It is common to lose sight of your New Year goals and resolutions after January and get off track. Unfortunately, the RaeLipskie Partnership can’t help...

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Meet Your Partners In The Community

This month, we sat down with some of our amazing team at the RaeLipskie Partnership to find out more about life at RaeLipskie and their best financial advice. Get to know your partners in the community — and their Uptown favorites — in this month’s blog! Name: Anita...

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Giving Back at the RaeLipskie Partnership

In 2008, the Rae & Lipskie Investment Counsel rebranded as the RaeLipskie Partnership to reinforce that we are your partners, both within our organization and in our community. We have done our best to infuse our values - trust, experience and integrity - in all...

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What happens to an RESP when you die?

A Registered Education Savings Plan (RESP) allows you to save for a child's post-secondary education. You place money in the account, and it grows over time. When your child is ready to attend university, he or she can withdraw the money to help pay for costs.  Who...

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Top podcasts to listen to to brush up on financial literacy

No matter what industry in which you make your mark, you need to stay up-to-date financially. But as a busy professional, you don’t always have time to sit down and read a book. Luckily, there is now a podcast for everything - including money! The RaeLipskie...

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Maintaining Your Lifestyle Into Retirement

  Decumulation is not a word that is familiar to most people, but it is one every retiree has to live with. Decumulation is the stage in life when you stop accumulating assets and begin to unwind them. An example is when homeowners decide to downsize to a condo...

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Generations at RaeLipskie over the last 30 years

As our 30th anniversary approaches, we asked our dedicated team to share the milestones they’ve reached while working at The RaeLipskie Partnership over the years. In this month’s blog, we invite you to take a walk down memory lane with us as our team reminisces on...

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Avoiding Common Missteps When Saving For The Future

Young professionals in their twenties and thirties can often make missteps when trying to save for the future. To help navigate some of these tricky situations, the RaeLipskie Partnership has rounded up the top five most common missteps when it comes to investments...

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