Dave Brune, CFA, CFP

Dave Brune, CFA, CFP

Dave Brune, CFA, CFP

Vice-President & Portfolio Manager

Dave joined our firm in October, 2016 after spending the last nine years at CIBC Wood Gundy, primarily as an Associate Investment Advisor. In addition to being a Chartered Financial Analyst Charter holder (CFA), Dave is also a Chartered Financial Planner (CFP), having attained the designation in 2009. At The RaeLipskie Partnership, Dave contributes to the firm’s investment research, financial planning, and management of client portfolios.

Dave was born and raised in Cambridge, Ontario and graduated from the University of Waterloo. In his spare time, he enjoys running, travelling and is a long-suffering fan of the Toronto Maple Leafs.

Contact:

519-578-6849 ext. 338

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Vice-President & Portfolio Manager

Taylor merged his private practice with The RaeLipskie Partnership effective September 1, 2014. Taylor brings a great deal of knowledge, experience and achievements to our firm. His career of over 40 years has been spent in the private wealth and pension fund management industries.

Taylor grew up in Waterloo and has maintained a residence here since 1970 while operating his business from Mississauga. His skills, expertise, and personal diligence are of great value to our firm and he is an integral part of our continued success.

Contact:

519-578-6849 ext. 341

David Martin, CIM

David Martin, CIM

David Martin, CIM

Vice-President & Portfolio Manager

David began his investment career in 1987 by joining Mu-Cana Investment Counselling. In 1996, he became a principal in the successor company, Perigee Investment Counsel, dealing with large pension funds and institutional clients. David joined The RaeLipskie Partnership in 2004 and holds the Certified Investment Management (CIM) designation. He contributes to the firm’s investment research activities and manages client portfolios.

David is a past board member of Kids Ability Foundation and was on the board of Trustees at his church. David and his family enjoy time at the cottage on Lake Huron as well as golfing, sailing and skiing.

Contact:

519-578-6849 ext. 339

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Vice-President & Portfolio Manager

Andréa joined The RaeLipskie Partnership in 2002. In her previous role as Financial Advisor with CIBC Wood Gundy, Andréa gained valuable Private Client Wealth Management experience where she focused on developing strong financial, retirement and estate planning knowledge.  In 2001, she earned her Chartered Financial Analyst (CFA) designation and maintains a leadership role with the Kitchener-Waterloo chapter of the Toronto CFA Society, which supports professional development and educational programs. 

Andréa currently manages investment portfolios for families, Charitable Organizations, The RaeLipskie Partnership’s flagship private pooled fund and the firm’s Foreign Equity Fund.  She is a member of RaeLipskie’s Investment Committee and holds a number of research responsibilities.  Andréa also oversees the company’s Burlington office location.

Andréa stays active in the Community as a (past) Director for the Optimist Club of Puslinch, a service club involved in a number of endeavors supporting local youth.  She is a longstanding Professional Advisory Committee member for the Financial Planning Program, School of Business at Conestoga College.  Andréa has been an active volunteer soccer coach and more recently Team Manager for a Competitive Team of the Puslinch Minor Soccer Club.  She is also an active WCDSB School Council member.  Andréa is dedicated to the lifelong pursuit of continuing investment education and in her spare time is a Bootcamp devotee who enjoys yoga, skiing, cycling, the spa and travelling with her family.

Contact:

519-578-6849 ext. 327

David Paleczny

David Paleczny

David Paleczny

Vice-President & Portfolio Manager

David joined The RaeLipskie Partnership in 1996 after a successful 24-year career with Mu-Cana Investment Counselling. He served as Senior Vice-President, Marketing & Administration and dealt with large pension funds and institutional clients across North America. David currently manages investment portfolios for select clients with our firm and within our investment process, focuses on research for high dividend companies.

David and his wife, Mary, live in Conestogo, while their four children reside in various places across Canada – from Nova Scotia to British Columbia. Dave and Mary love to travel to interesting places around the world. They have hiked in China, New Zealand, Africa, Korea and have walked from Switzerland to Rome. David is also Director of the Conservative Business Association, a past president of the KW Symphony, and a member of the KW Symphony Advisory Board.

Contact:

519-578-6849 ext. 334