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.
519-578-6849 ext. 327