Anita Daniel

Anita Daniel

Anita Daniel

Client Service Associate

Anita joined The RaeLipskie Partnership in 2017. She has completed the Canadian Securities Course (CSC), has a Bachelor of Technology in Architecture and two graduate certificates in Construction Project Management and Financial Planning Services from Conestoga College. At The RaeLipskie Partnership, Anita works with Portfolio Managers to provide support needed to service client requirements and to provide an exceptional client experience.

Prior to joining The RaeLipskie Partnership, she worked at Manulife as a Policy Administrator. Anita immigrated to Canada from Nigeria in 2014 and lives in Waterloo. She enjoys spending time with her family, painting, taking long walks, volunteering and indulging in DIY projects in her spare time.

Contact:

519-578-6849 ext. 245

Sarah Egan

Sarah Egan

Sarah Egan

Client Service Associate

Sarah has been with The RaeLipskie Partnership since 2015. She has completed the Canadian Securities Course (CSC) and is currently working towards her Chartered Investment Management (CIM) and Personal Financial Planner (PFP) designations.

Sarah is experienced in all administrative aspects of our firm with regard to client accounts. She is proficient on our portfolio management system which records all transactions and produces our detailed reports.

Sarah is originally from Goderich and spent many years outside of Canada living and travelling through Europe, Asia and the U.S.A. She now resides with her husband and two cats in Kitchener. She keeps busy by studying French, crafting and practicing yoga in her spare time. 

Contact:

519-578-6849 ext. 232

Rebecca Jackson

Rebecca Jackson

Rebecca Jackson

Client Service Associate

Rebecca has been with RaeLipskie since 2015. She previously worked at the Royal Bank of Canada for 5 years as a Client Service Representative. Overall, Rebecca has 13 years of customer service experience and a plethora of banking knowledge.

Rebecca has completed the Canadian Securities Course and is experienced in all administrative aspects of our firm with regard to client accounts. Rebecca is proficient on our portfolio management system which records all transactions and produces our detailed reports.

Rebecca is a local native and currently lives in Kitchener with her husband and two-year-old son. Her current hobby is keeping up with her toddler and the daily puzzle of “what’s for dinner?”. She thinks her best quality is her sense of humour.

Contact:

519-578-6849 ext. 244

Lauren Lytle

Lauren Lytle

Lauren Lytle

Client Service Associate

Lauren has been in the personal finance industry since 2017 and has been with The RaeLipskie Partnership since 2019. She studied Business at Georgian College in Barrie and is currently working towards completing the Canadian Securities Course (CSC).

Lauren is experienced in all administrative aspects of our firm with regard to client accounts. She is proficient on our portfolio management system which records all transactions and produces our detailed reports.

Lauren grew up in Orillia and now resides in Kitchener with her husband, son and cat. While her work and family keep her pretty busy, Lauren enjoys crafting with various mediums in her spare time.

Contact:

519-578-6849 ext. 253

Nicole Staley

Nicole Staley

Nicole Staley

Client Service Associate

After completing her 2-year diploma in business and finance, Nicole pursued her business career at various financial institutions and has been in the financial industry since 2016. She has been with RaeLipskie since September, 2019.

Nicole is originally from St. Catharines and now resides in Kitchener with her husband and three cats. She keeps busy playing drums and studying music.

Contact:

519-578-6849 ext. 250