Trade Processor/Donations Coordinator
Olivia helps our clients facilitate their donations of securities in-kind to the various charities they support, as well as coordinates the gifts of securities in-kind that are sent to the Charities that RaeLipskie manages. Olivia is also responsible for generating our client quarterly reporting and processes our trades. She has been with RaeLipskie since 2015. She is proficient on all of our portfolio management systems and has completed the Canadian Securities Course.
Olivia is originally from Cobourg, Ontario and moved to the KW area to attend the University of Waterloo. She and her husband, Rhys, who works at the University of Waterloo Isotope Lab, raise service dogs for National Service Dogs, currently training their 7th puppy. These dogs can occasionally be found in our office for the day. The couple welcomed their first child, Eloise, in April of 2020.
During Olivia’s maternity leave, Jennifer Keith can be contacted at extension 236.
519-578-6849 ext. 236