Brian Lipskie, CFA

Brian Lipskie, CFA

Brian Lipskie, CFA

President & Chief Compliance 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 Compliance 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 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.

Email Brian – Brian@RaeLipskie.com
Or phone 519-578-6849 ext. 324