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Managing Inflation in Uncertain Times

Managing Inflation in Uncertain Times

Inflation seems to be all we hear about in the news, often including a doom and gloom narrative about rising grocery prices, the cost of fuel, your drink at Starbucks, rising interest rates, etc. What we don’t often hear is what we can do about it – how we can wisely…

Fraud Prevention Month: How to Protect Yourself

Fraud Prevention Month: How to Protect Yourself

Did you know that over $530,000,000 of Canadian dollars were lost to fraud in 2022 alone? Fraud occurs every day in Canada, with many occurrences going undetected or unreported – in fact, only 5 to 10 per cent of cases are reported. This means that the number of…

What You Need to Know: Filing Your Taxes

What You Need to Know: Filing Your Taxes

For many, tax season is a stressful time. Despite personal apprehensions about tax season, there are a number of preparations and tools you can use to make the process smoother, less time-consuming, and error-free. We have curated some important information to…

New Beginnings: Financial Goal Setting in the New Year

New Beginnings: Financial Goal Setting in the New Year

The new year is a fantastic time to set some new goals, organizing yourself and your financial intentions for 2023. Whether this is your first year getting your finances in order, or you are very familiar with financial planning, be sure to start with realistic goals…

2022: A Year in Review at RaeLipskie

2022: A Year in Review at RaeLipskie

As 2022 comes to an end and we begin preparations for the new year, The RaeLipskie Partnership takes a look back at RaeLipskie’s 2022 Year in Review in this month’s blog!

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…

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…

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.”…

Preparing for a frictionless retirement: Strategies and Planning Tips

Preparing for a frictionless retirement: Strategies and Planning Tips

While the road to retirement and saving for this milestone will change and evolve over time, the destination is the same – living comfortably and with financial security once you leave the workforce. In order to retire with confidence and financial freedom, it is…

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…