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 Daniel

Job title: Client Service Associate

How long have you worked at RaeLipskie: 2 years, 2 months

Favourite thing about working at RaeLipskie: Getting together and enjoying food, laughter and stories.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Anchor Bar 

Favourite charity: K-W Habilitation Services

Best personal finance advice you’ve ever received: Pay yourself first.

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Name:  Heather J. Dewar

Job title: Senior Client Services & Portfolio Management Assistant

How long have you worked at RaeLipskie: 23 years

Favourite thing about working at RaeLipskie: Our clients and staff. Like they say – it’s not where you work, it’s who you work with.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.:  Waterloo Running Room

Best personal finance advice you’ve ever received:  #1. Pay yourself first.  #2. Invest in the Rae Lipskie Partners Equity Pooled Fund.

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Name:  Taylor Echlin

Job title: Portfolio Manager (we’re all Vice-Presidents!)

How long have you worked at RaeLipskie: 5 years, 4 months

Favourite thing about working at RaeLipskie: Coming to the office each morning to work.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.:  

Princess Cafe / Canadian Tire and Home Depot / Tim Hortons / loading and unloading wood at the Cottage for our wood burning stove 

Favourite charity: Sick Kids Hospital

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Name: Sarah Egan 

Job title: Client Service Associate

How long have you worked at RaeLipskie: 4 years

Favourite thing about working at RaeLipskie: The people of course! 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Famoso  

Best personal finance advice you’ve ever received: Always live within your means.

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Name: Olivia Gwynne 

Job title: Donations Coordinator & Trade Processor 

How long have you worked at RaeLipskie: 4 years

Favourite thing about working at RaeLipskie: The people and the family atmosphere. We get work done but we aren’t afraid to have fun.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Freshii

Best personal finance advice you’ve ever received: Open an RRSP now and start saving. A little every month goes a long way.  

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Name:   Rebecca Jackson             

Job title:  Client Service Associate          

How long have you worked at RaeLipskie:  5 years

Favourite thing about working at RaeLipskie:  I love learning something new every day!

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.:  Seven Shores (They make amazing fresh rolls)

Favourite charity:  SickKids Foundation

Best personal finance advice you’ve ever received:  The quickest way to double your money is to fold it in half and put it in your back pocket. In other words, the best way to make money is to not spend it.

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Name: Laura King 

Job title: Back Office Administration 

How long have you worked at RaeLipskie: 4 years, 1 month 

Favourite thing about working at RaeLipskie: The great environment with passionate people who love what they do! 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: The Craft Chippery  

Best personal finance advice you’ve ever received: Invest in yourself. 

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Name:  Faulene McNanney       

Job title: Supervisor Client Services/Associates

How long have you worked at RaeLipskie: 20.5 years 

Favourite thing about working at RaeLipskie: Family atmosphere

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.:  Ennios, SuperCentre

Favourite charity: OSPCA or Waterloo Humane Society

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Name: Becky Miller

Job title: Executive Assistant to the President

How long have you worked at RaeLipskie: 2.5 years 

Favourite thing about working at RaeLipskie: Our team commitment – Ken and Brian have nurtured an incredible atmosphere where everyone feels valued and heard. This type of workplace sparks positive results and I see this extended to our clients’ experience every day. 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Cafe 22

Favourite charity: Family & Children’s Services

Best personal finance advice you’ve ever received: Make automated weekly transfers to savings accounts – it makes Christmas, vacations, etc. SO much less stressful!

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Name: Andréa Miljkovic

Job title: Vice President & Portfolio Manager  

How long have you worked at RaeLipskie: 16 years

Favourite thing about working at RaeLipskie: The dedication of our staff who work so diligently ‘behind the scenes’ to provide our clients with the high level of service they have become accustomed to.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Naturopath Health Source – Mike keeps me balanced and supports health naturally.

Best personal finance advice you’ve ever received: Pay yourself first.

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Name: Laurie Orlik  

Job title: Front Office Administrator

How long have you worked at RaeLipskie: 6 months

Favourite thing about working at RaeLipskie: I feel I’m part of a family and not a corporation.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: David’s Tea

Favourite charity: JDF 

Best personal finance advice you’ve ever received: pay yourself first, e.g.; Invest first, then do the day to day.

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Name: David Paleczny

Job title: Vice President 

How long have you worked at RaeLipskie: 23 years

Favourite thing about working at RaeLipskie: Freedom to get the job done

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Harmony Lunch and Just Love Pie

Favourite charity: St Mary’s Hospital Foundation and Mennonite Economic Development Agency

Best personal finance advice you’ve ever received: Think contrarian.

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Name: Jane Sherk

Job title: Administrative Assistant Support

How long have you worked at RaeLipskie: 2 years 

Favourite thing about working at RaeLipskie: My co-workers and the family atmosphere 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Wordsworth Books 

Favourite charity: Humane Society

Best personal finance advice you’ve ever received: Pay yourself first

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Name: Leslie Stallard 

Job title: Client Service Associate

How long have you worked at RaeLipskie: 11 years 

Favourite thing about working at RaeLipskie: Great work environment & people from the top down.

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Café 22 – always a warm greeting & delicious eats.  

Best personal finance advice you’ve ever received: Start. Just start now.

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Name: Alex Stoody

Job title: Portfolio Manager

How long have you worked at RaeLipskie: 4 years + internship 

Favourite thing about working at RaeLipskie: The experienced & passionate team 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Canadian Clay and Glass Gallery (go visit my mother) 

Favourite charity: Food Bank 

Best personal finance advice you’ve ever received: Pay off credit card debt

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Name:  Derek Rae

Job title: Portfolio Manager and Vice President

How long have you worked at RaeLipskie: 15 years

Favourite thing about working at RaeLipskie: The absence of micromanagement 

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Ethel’s Lounge

Favourite charity: Rotary Club of Waterloo 

Best personal finance advice you’ve ever received: Slow and steady wins the race.

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Name: Sheila Yendt    

Job title: Deputy Chief Operations Officer  

How long have you worked at RaeLipskie: 25 wonderful years 

Favourite thing about working at RaeLipskie: The people – both clients and staff.  We all really care about the work we do.  

Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Running Room – having a place to meet up with others to run, get fresh air and socialize. It’s a great place to connect and get healthy. 

Best personal finance advice you’ve ever received: The best way to save money is to NOT spend money. Have a plan and work the plan. Get solid advice from the experts.

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The RaeLipskie Partnership is so lucky to have such an incredible team working together every day. Not only is each member an integral part of our success, we also love that they continue to support everything Uptown has to offer – we are your partners, both within our organization and in our community!