The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. It is common to lose sight of your New Year goals and resolutions after January and get off track. Unfortunately, the RaeLipskie Partnership can’t help…
This month, we sat down with some of our amazing team at the RaeLipskie Partnership to find out more about life at RaeLipskie and their best financial advice. Get to know your partners in the community — and their Uptown favorites — in this month’s blog! Name: Anita…
In 2008, the Rae & Lipskie Investment Counsel rebranded as the RaeLipskie Partnership to reinforce that we are your partners, both within our organization and in our community. We have done our best to infuse our values – trust, experience and integrity…
A Registered Education Savings Plan (RESP) allows you to save for a child’s post-secondary education. You place money in the account, and it grows over time. When your child is ready to attend university, he or she can withdraw the money to help pay for costs. …
No matter what industry in which you make your mark, you need to stay up-to-date financially. But as a busy professional, you don’t always have time to sit down and read a book. Luckily, there is now a podcast for everything – including money! The RaeLipskie…
Financial responsibility is often a new concept to children and grandchildren going to college and university and living on their own for the first time. Without parents and grandparents supporting you, learning to live within your means can be a challenge. The…
Decumulation is not a word that is familiar to most people, but it is one every retiree has to live with. Decumulation is the stage in life when you stop accumulating assets and begin to unwind them. An example is when homeowners decide to downsize to a condo…
As our 30th anniversary approaches, we asked our dedicated team to share the milestones they’ve reached while working at The RaeLipskie Partnership over the years. In this month’s blog, we invite you to take a walk down memory lane with us as our team reminisces on…
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…
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…
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…
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…
