1-519-578-6849 rlic@raelipskie.com
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Rae & Lipskie Investment Counsel Inc.
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Meet Our Team

Ken Rae, CFA

Ken Rae, CFA

Chairman and CEO, Investment Counsellor/Portfolio Manager

Brian Lipskie, CFA

Brian Lipskie, CFA

President and COO, Investment Counsellor/Portfolio Manager

Rick Vandermey, CFA

Rick Vandermey, CFA

Chief Investment Officer, Investment Counsellor/Portfolio Manager

Sheila Yendt

Sheila Yendt

Deputy Chief Operations Officer

Joe Banwait, CPA, CMA

Joe Banwait, CPA, CMA

Chief Compliance Officer

Dave Brune, CFA, CFP

Dave Brune, CFA, CFP

Vice-President, and Portfolio Manager

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Vice-President, and Portfolio Manager

David Martin, CIM

David Martin, CIM

Vice-President, and Portfolio Manager

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Vice-President, and Portfolio Manager

David Paleczny

David Paleczny

Vice-President, and Portfolio Manager

Derek Rae, CIM

Derek Rae, CIM

Vice-President, and Portfolio Manager

Robin Stanton, CFA

Robin Stanton, CFA

Vice-President, and Portfolio Manager

Alex Stoody, CFA

Alex Stoody, CFA

Portfolio Manager

Jim Harper, FCA

Jim Harper, FCA

Business Advisor & Strategist

Anita Daniel

Anita Daniel

Client Service Associate

Heather J. Dewar, CIM

Heather J. Dewar, CIM

Senior Client Services, and Portfolio Management Assistant

Sarah Egan

Sarah Egan

Client Service Associate

Olivia Gwynne

Olivia Gwynne

Trade Processor/Donations Coordinator

Rebecca Jackson

Rebecca Jackson

Client Service Associate

Laura King

Laura King

Back Office Administrator/Trade Processor

Faulene McNanney

Faulene McNanney

Client Service Supervisor, and Associate

Becky Miller

Becky Miller

Executive Assistant to the President

Laurie Orlik

Laurie Orlik

Front Office Administrator

Jane Sherk

Jane Sherk

Administrative Assistant Support

Nicole Staley

Nicole Staley

Client Service Associate

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Waterloo

20 Erb St. West, Suite 201
Waterloo, Ontario N2L 1T2
T: 1-519-578-6849
F: 1-519-578-7269
Toll Free: 1-888-578-7542

Burlington

1100 Burloak Dr., Suite 300
Burlington, Ontario L7L 6B2
T: 1-905-336-8962
F: 1-519-578-7269
Toll Free: 1-888-578-7542

Non-Canadian Investors

This site should not be considered an offer to provide investment portfolio management or financial planning services to any person residing outside of Canada or in any jurisdiction in which such an offer or solicitation is unlawful.

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