Midway through the year is an ideal point to evaluate your financial situation. Much like a medical checkup, a financial checkup helps you assess your current condition and make any necessary adjustments to stay on track for long-term financial well-being. While…
Our financial portfolios are just as unique as we are. That’s the true beauty of wealth and wealth building; financial capital is not just a collection of numbers, but a reflection of values, experiences, and goals. In many ways, our wealth is a mirror, offering…
In the world of investment and wealth management, strategy often comes before intention. We’re taught to start early, stay the course, and diversify; principles that serve many investors well, especially in the early stages of building wealth. But as life evolves, the…
After a long winter of hibernating and sticking to our financial plans through some of the year’s heaviest spending seasons, spring is the perfect time to throw open the windows, metaphorically and financially. Just as we deep clean our homes, our finances deserve a…
In 2020, our world was cascaded into a global pandemic that upended life as we knew it. While COVID-19 may no longer dominate the headlines, its lingering side effects continue to impact us, particularly the stress of perpetual uncertainty. Whether it’s climate…
Around the world, March 8th marks International Women’s Day, an occasion to celebrate the incredible achievements of women, honour their lasting impact across all fields, and renew our commitment to advancing gender equality. We are proud to share the inspiring…
With family day upon us, it is important that we savour all of the wonderful moments with our loved ones. Whether catching up on lost time, sharing a nice meal, or enjoying an outdoor activity, this time with family and relatives can also serve as an opportunity to…
As the New Year approaches, many set resolutions to adopt good lifestyle habits or learn a new skill. However, for those in the financial world, the end of the calendar year means it’s time to predict the economic landscape for the year ahead. Like all…
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…
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…
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…
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…
