Our Partners

From nationwide firms or the office down the road, we can work with your chosen professional service providers to achieve your financial goals.

The RaeLipskie Partnership is proud to work with our outstanding partners including:

National Bank

National Bank is the sixth largest bank in Canada and one of the primary custodians of funds held by the RaeLipskie Partnership.

Credential

Credential Financial is a leading financial institution for credit unions, associations and independent firms. Credential Financial is another primary custodian for the RaeLipskie Partnership for clients registered with credit unions.

We are proud members of

Portfolio Management Association of Canada (PMAC)

Portfolio Management Association of Canada (PMAC)

Centre for family Business

Portfolio Management Association of Canada (PMAC)

Chamber of Commerce Greater Kitchener-Waterloo

Chamber of Commerce Greater Kitchener-Waterloo

CFA Institute

CFA Institute

Better Business Bureau

Better Business Bureau
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