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Passing Down Generational Wealth With Intention

Passing Down Generational Wealth With Intention

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…

Your Financial Radar: Trends To Look Out For in 2025

Your Financial Radar: Trends To Look Out For in 2025

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…

2024: A Year in Review at RaeLipskie

2024: A Year in Review at RaeLipskie

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…

The Five Principles of Financial Literacy

The Five Principles of Financial Literacy

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…

Putting Your Trust in Portfolio Managers: Why They Are the Experts

Putting Your Trust in Portfolio Managers: Why They Are the Experts

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…

Finding Success in Family Succession

Finding Success in Family Succession

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…

Setting Your Budget Priorities: Retirement, Investing and Donating

Setting Your Budget Priorities: Retirement, Investing and Donating

In today’s world, spending temptation is everywhere. Overconsumption is becoming increasingly common, while wealth saving is left on the back burner. In reality, saving all of our money is not the goal, but with a little prioritization in budgeting, you can turn your…

Wealth Building Wisdom: Investment Techniques for Female Investors

Wealth Building Wisdom: Investment Techniques for Female Investors

According to RBC, within the next decade, women’s personal finance assets are expected to grow more than 70 per cent. Stemming from inheritance funds, career earnings and entrepreneurship, women are set to be trailblazers in the financial future of our country….