Blog Posts
4 Benefits of Working with a Portfolio Manager
Our team is made up of exceptional and innovative portfolio managers (PMs) and together we’ve compiled a list to highlight 4 key benefits of working with a PM. 1. Educated Decision Making Portfolio managers have the highest level of education in the investment...
Investment Fraud: Signs to look out for and how to protect yourself
March is Fraud Prevention Month in Canada! Created by the Competition Bureau Canada, the goal of this annual campaign is to help Canadians recognize, reject, and report fraud. As the COVID-19 pandemic continues to impact our finances, it is crucial now, more than...
Everything you need to know before the RRSP deadline
Mark your calendars! The deadline to contribute to your RRSP for the 2020 tax year is March 1st, 2021. As the deadline approaches, our team put together some key information to help you prepare. What is an RRSP? A registered retirement savings plan (RRSP) is a...
COVID-19 Province Shutdown: What it Means For The RaeLipskie Partnership
Last month, The Premier of Ontario announced a province-wide shutdown will be in effect from Saturday, December 26, 2020, until Saturday, January 23, 2021 for all public health unit regions in Southern Ontario. As an essential service, our portfolio services will...
A Year in Review at RaeLipskie
What a year 2020 has been for The RaeLipskie Partnership! From our professional and personal victories to experiencing a global health pandemic, 2020 has been a year like no other. As we approach 2021, our team looks back on the year’s charitable giving, employee...
Financial Literacy for Investors: Understanding Taxation of Investments
November is Financial Literacy Month in Canada! Created by the Financial Consumer Agency of Canada (FCAC), the goal of this initiative is to educate Canadians on the importance of having the skills and knowledge to make the best financial decisions for their needs. As...
Tips for Investing During Volatile Times
As we enter another month of the COVID-19 pandemic, investors continue to face uncertain market impacts. It is inevitable that the markets will rise and fall over the short term, and it is nearly impossible to predict the good days from the bad. However, as our...
Back-To-School Financial Tips for Parents and Post-Secondary Students During COVID-19
Last month, The Government of Ontario announced that elementary and secondary schools will reopen this fall with increased health and safety measures in place. Remote learning will be offered as in-person attendance will be optional for all students. Ontario’s...
Stage 3 of Reopening Ontario: What it Means for the Economy and The RaeLipskie Partnership
Last month, The Premier of Ontario announced that most regions, including Kitchener-Waterloo, will move to Stage 3 of reopening the economy, effective July 17, 2020 at 12:01 am. Stage 3 is a significant step towards fully restarting the economy. According to The...
Tips For Retirement Planning During Uncertain Times
The unforeseen market volatility caused by the COVID-19 pandemic has posed a series of financial challenges – especially for those planning for retirement. From the uncertain economic and market impacts to possible late-career job losses, it’s normal to be concerned...
Financial Tips for Young Professionals During Uncertain Times
Financial planning has never been an easy task – especially for young professionals beginning their careers. As the COVID-19 pandemic continues to impact the market, planning for a financially stable future poses even more of a challenge. For many young professionals,...
Setting Financial Goals During Uncertain Times
The COVID-19 pandemic has brought a lot of uncertainty into our lives. Last month, the RaeLipskie team conducted a Q&A regarding the uncertainty surrounding the potential economic and market impacts. In addition to market volatility, the pandemic has heightened...
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