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…
“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…
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…
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…
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…
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…
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…
