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…
2021 has been another year of transition as we slowly move out of the pandemic and discover the next normal. Through it all, The RaeLipskie partnership has embraced many changes, and we’re eager to start building things back up as we move into 2022. As this year comes…
Every year, Canadians donate to support causes they are passionate about. Whether it be donating your time or money, there are so many ways to make a difference in your community. With financial giving, there’s an added incentive of a tax receipt to help reduce your…
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…
