Growing your wealth is challenging, especially as a young person! From living expenses to loan payments, your spending can feel like it’s adding up, making your goals feel out of reach. But personal finance isn’t impossible with the right advice. We’ve rounded up the…
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Avoiding Common Missteps When Saving For The Future
Young professionals in their twenties and thirties can often make missteps when trying to save for the future. To help navigate some of these tricky situations, the RaeLipskie Partnership has rounded up the top five most common missteps when it comes to investments…
The Women of RaeLipskie
This month, we sat down with some of the amazing women who work at the RaeLipskie Partnership to find out more about life at RaeLipskie and their best financial advice. Get to know these hard workers — and their Uptown favorites — in this month’s blog! Name: Andréa…
Q&A with the RaeLipskie Team – The best ways to tax optimize your portfolio
The RaeLipksie Partnership team highlights the the advantages of discretionary investment management for Canadian investors. Q: What are the benefits of asset “location” versus asset allocation? A: Asset Allocation deals with the all-important decision as to an…
Start Saving for the Future Today
“Hesitation is often like procrastination. One may have vague doubts and feel a need to mull things over; meanwhile, other issues intrude on thought and no decision is taken.” — Robert J. Shiller, Economist Save. Save. Save. It’s a staple of personal advice and…
Market Fluctuations Over the Last 30 years
As we enter 2019, RaeLipskie is delighted to celebrate our 30th year of making your wealth work harder for you. Our first 30 years were filled with success, prosperity and giving back, leaving us thrilled to see what our next 30 brings. In preparation to celebrate our…
A Year in Review
2018 has been a great one at The RaeLipskie Partnership. Through our professional and personal victories, giving back to our community and having fun around the office, 2018 has been one of our most memorable 12 months. As we approach our 30th year it is time to…
Investing Doesn’t Have to be Scary
The world of investing can seem scary, but it doesn’t have to keep you up at night. Making your money work for you through investing is one of the smartest financial decisions you can make. It provides a way for you to build upon your wealth and meet both short and…
Time to Give Back
Many young people find donating to causes close to their heart difficult to fit into their budget. Embarking on a first career and faced with growing expenses, donating is often pushed to the backburner out of necessity. At this early stage in life, extra money is…
Fresh Start for Empty Nesters
With September comes back-to-school season, leaving many parents with empty nests as children explore their post secondary options outside the family home. If you are one of these newfound empty nesters, this is a great time to take the opportunity to give yourself a…
6 Top Financial Tips for Retirement Planning
No matter how far away it may seem right now, your retirement is on the horizon. It’s an opportunity that opens up new possibilities, so you need to decide what you want to do with those golden years! You might want to learn something new. Maybe the plan is to spend…
Top Post-Secondary Saving Mistakes To Avoid
After school lets out for the summer, excitement for upcoming vacation days may be the only thing on your family’s mind. It’s important not to let the promise of sunny days keep you from thinking about your child’s future. You want to make sure a world of opportunity…










