Blog Posts
2024: A Year in Review at RaeLipskie
As 2024 comes to an end and the first fiscal quarter of 2025 begins, we would like to take the time to acknowledge the past year and highlight RaeLipskie’s milestones and accomplishments. Being private wealth managers, RaeLipskie has the pleasure of helping wonderful...
The Five Principles of Financial Literacy
Financial literacy is more than just understanding money; it’s about making informed decisions that lead to stability and success. Gaining an education in financial literacy is nowhere near as scary as it may seem. Simply start by understanding the five principles of...
Putting Your Trust in Portfolio Managers: Why They Are the Experts
Navigating the complexities of the finance world can be daunting. With a myriad of investment options, constantly changing regulations, and your own personal finance goals, having a trusted portfolio manager by your side can make all the difference. Expertise You Can...
Finding Success in Family Succession
Statistics show that within the next year, the “great wealth transfer” will be underway. An estimated $1 trillion is expected to move from baby boomers to their beneficiaries. While this is an exciting time for economic change and development, the great wealth...
Life Happens: Protecting your financial well-being when faced with milestone purchases
At some point in our lives, we will be faced with the opportunity to make a milestone purchase. Whether it is our first car, engagement ring, new house or dream vacation, big purchases symbolize reaching a goal, fulfilling a long-held aspiration or entering a new...
The Tried and True Method of Investing: Playing the long game and why it works
As the saying goes, “slow and steady wins the race.” Profitable investing does not involve convenience. In fact, it is anything but a short game. Many individuals get lost in the idea that if they don’t see a quick return on their investment, they are playing the game...
Setting Your Budget Priorities: Retirement, Investing and Donating
In today’s world, spending temptation is everywhere. Overconsumption is becoming increasingly common, while wealth saving is left on the back burner. In reality, saving all of our money is not the goal, but with a little prioritization in budgeting, you can turn your...
Wealth Building Wisdom: Investment Techniques for Female Investors
According to RBC, within the next decade, women's personal finance assets are expected to grow more than 70 per cent. Stemming from inheritance funds, career earnings and entrepreneurship, women are set to be trailblazers in the financial future of our country. By...
Tax Reduction Strategies: Setting yourself up for the future.
As the 2023 tax season comes to a close, it is time to shift your focus to optimizing your wealth for 2024. Implementing tax reduction strategies benefits your future financial success and maximizes your net income. There are many ways to achieve financial wellness...
Financial Fraud Prevention: What you need to know
Financial fraud occurs when someone intentionally deceives or conducts criminal activities to take money or assets from others. In recent years, financial fraud has become increasingly sophisticated and prevalent, emphasizing the need for individuals to be vigilant...
What it costs to retire in Canada: Maximize your RRSP impact
In Canada, Registered Retirement Savings Plans (RRSP) play a crucial role in building a secure financial future. Understanding how to maximize the impact of your RRSP contributions is key to achieving long-term financial goals. While the cost of retirement varies for...
New Year Resolutions: Assessing and Improving your Financial Health
As we enter the new year, it’s the perfect time to reflect on financial goals and set resolutions. It’s always important to keep an eye on your financial wellbeing, but the new year can bring an enthusiastic perspective to get 2024 started on a good note. At...