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…
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…
“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.”…
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…
Wealth Professionals Canada recently announced our partnership with Guardian Capital. Under the agreement, Guardian will acquire a 60% ownership interest in The RaeLipskie Partnership; Brian Lipskie will retain a significant ownership in the company and continue on as…
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…
As most aspects of life have seen a significant shift over the past two years, an overall change in the global landscape has presented new challenges and opportunities for those looking to manage their investments. Financial and wealth management services have also…
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…
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….
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…
If you’re looking for tax-free and tax deferred ways to save for the future, you have probably considered a Tax-Free Savings Account (TFSA) or Registered Retirement Savings Plan (RRSP). It can be challenging to navigate which of these is right for you and the…
As the new year begins, start it off with the right partnerships for long-lasting, positive financial outcomes. If your goal is to make better financial decisions and see a higher return on your investments, working with a portfolio manager might be right for you. Our…
