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!