Blog Posts

A Guide to Estate Planning

A Guide to Estate Planning

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...

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Investing with your child in mind: RESPs

Investing with your child in mind: RESPs

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...

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RaeLipskie officially partners with Guardian Capital

RaeLipskie officially partners with Guardian Capital

"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...

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Setting the Right Financial Goals for Each Stage of Life

Setting the Right Financial Goals for Each Stage of Life

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...

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How to match your investments with your goals in 2022

How to match your investments with your goals in 2022

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...

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7 Strategies for Reducing Taxable Income in Canada

7 Strategies for Reducing Taxable Income in Canada

While we all have to pay taxes, there are many ways to reduce your taxable income in Canada, and they all depend on your personal situation. Taxable income is the portion of income used to calculate how much taxes an individual or company owes in a given tax year....

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Staying Savvy: 5 Ways to Protect Yourself from Financial Fraud

Staying Savvy: 5 Ways to Protect Yourself from Financial Fraud

One in three Canadians will fall victim to at least one type of fraud, according to the CPA Canada 2021 Fraud Study. The good news is that 62% of survey respondents say they are doing more to avoid becoming victims of a scam. The RaeLipskie Partnership wants to ensure...

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