Brian Lipskie, CFA

Brian Lipskie, CFA

Jun 20, 2017

Brian Lipskie, CFA

President & Chief Operating Officer
Investment Counsellor/Portfolio Manager

Brian Lipskie joined Ken Rae in 1989. His investment career began in 1985 with Wood Gundy in Private Client investment management. Brian graduated from the University of Waterloo with a BA in Honours Economics in 1985 and attained his Chartered Financial Analyst (CFA) designation in 1990. In addition to actively participating in research and portfolio management at The RaeLipskie Partnership, Brian directs the operations of the Company and is Chief Operations Officer.

Brian was previously on the board of directors of Junior Achievement of Waterloo Region and is past president of the Waterloo Wellington Estate Planning Council. He is currently a member of the finance and Investment Committee for the University of Waterloo as well as past chair of the Investment Committee for the Sisters of St. Joseph of Canada as well as the Congregation of the Resurrection of Ontario.

He and his wife, Shelley, enjoy golf and curling and reside with their three children in Waterloo.

Contact:

519-578-6849 ext. 324

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Ken Rae, CFA

Ken Rae, CFA

Jun 20, 2017

Ken Rae, CFA

Vice-Chairman
Investment Counsellor/Portfolio Manager

Ken began his investment career with Canada Permanent Trust in Toronto. In 1968, he moved to Waterloo and worked for Mutual Life and Dominion Life managing large multi-million-dollar portfolios. In 1985, Ken founded and subsequently sold Advantage Investment Counsel, commonly known as AIC. In 1988, he founded Kenneth Rae Investment Counsel Inc, which later was renamed Rae and Lipskie Investment Counsel Inc. Ken’s investment acumen via this 25-year period allowed him to hone his skills and fine tune his insights on the broad universe of the investment industry and the investment process.  In his current role as Vice-Chairman of The RaeLipskie Partnership, Ken counsels on the firm’s big picture, strategies and provides the calm and sage advice so critically sought in today’s noisy landscape. 

With Norah, his loving spouse of over 50 years, Ken chooses to spend his leisure time travelling, skiing, biking, curling and most of all semi-obsessing over tennis.  No sudoku puzzle is safe in his presence either.  He spends the majority of his philanthropic and charitable time at The KW Art Gallery, KW Symphony, CBA and Gyro.  His prowess at choosing great red wines and making gazpacho is apparently indomitable.

Contact:

519-578-6849 ext. 325

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