Estate planning is the process of accounting for all your assets and ensuring that in the event of your death, they’re passed on to your beneficiaries in accordance with your wishes. We understand that planning for the future can be a daunting task. But having a…
A Registered Education Savings Plan (RESP) is a savings account to help parents save for their child’s post-secondary education. As the cost of college and university continues to rise, an RESP is a great opportunity to save now and plan for the future. Here’s…
Last month we looked at stock essentials in our blog, Stocks 101: The Basics. Now it’s time to build on your foundation of knowledge with this month’s blog, Investing 101: A Beginner’s Guide to Investing in Stocks. What exactly is investing? In short, investing is…
The team at The RaeLipskie Partnership serves our clients with a customer-first and community-based approach. We are dedicated to your success and want to help you meet your investment goals whether you’re just starting out or a long-serving investor. We’re going back…
At The RaeLipksie Partnership, we have seasoned investment professionals who are always ready to help our clients. This month our team will be sharing their top investment tips with you. Perhaps you’ve found yourself wondering more about how to get involved in…
Have you taken a good look at your financial goals recently? Being over one year into an unprecedented pandemic has most likely changed the course of your finances. Coming off the 2020 tax season is a great time to reevaluate your goals and check in on how your…
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…
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…
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…
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…
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…
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…
