Dave Brune, CFA, CFP

Vice-President & Portfolio Manager

Dave Brune joined our firm in October 2016 after spending the last nine years at CIBC Wood Gundy, primarily as an Associate Investment Advisor. In addition to being a Chartered Financial Analyst Charter holder (CFA), Dave is also a Chartered Financial Planner (CFP) having attained the designation in 2009. At The RaeLipskie Partnership, Dave contributes to the firm’s investment research, financial planning, and management of client portfolios.

Dave was born and raised in Cambridge, Ontario and lives there today. He is a graduate of the University of Waterloo and presently serves on the Board of Directors at KidsAbility and chairs its investment committee. In his spare time, he enjoys running, swimming and watching sports when he isn’t playing with his kids.

Contact:

519-578-6849 ext. 338

Andréa Miljkovic, CFA

Vice-President & Portfolio Manager

Andréa Miljkovic 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 has a long tenure with the CFA Society Toronto, currently as a member of the Private Wealth Committee, which promotes 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 the competitive team, H.E.A.D.S. (Hillsburgh, Erin and District 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.

Contact:

519-578-6849 ext. 327

Derek Rae, CIM

Vice-President & Portfolio Manager

After an early career in building restoration, Derek has been counselling clients, managing portfolios and contributing to investment research at The RaeLipskie Partnership since 2004. With his CIM designation, Derek manages in excess of $225 million for clients of all portfolio sizes.

As a semi-active Rotarian (Waterloo), he spends his free time playing a variety of musical instruments (violoncello is hard!), committing to personal fitness, as well as golf, curling and cooking (preferably vegan or vegetarian cuisine).

At the homestead in Waterloo, Derek is rounded out with 3 dogs (Winston the Yorkie, Jackie the Schnoodle and Twig the Froston), 1 frequent guest dog (Drew the Golden), 2 daughters (Mackenzie and Jessica) and a motorcycle (Triumph, of course).

Contact:

519-578-6849 ext. 340

Robin Stanton, CFA

Vice-President & Portfolio Manager

Robin joined The RaeLipskie Partnership in 2018. He has extensive experience working with institutional and individual investors to help them achieve their various investment objectives in the public and private markets.

In his prior role as Vice-President at CBRE Caledon Management, Robin worked with the firm’s clients to help them develop and implement their investment programs, while also focusing on marketing strategies to develop new business opportunities. Previously, Robin was Vice President of Investments at AGF Investments where he delivered investment solutions for existing and prospective clients and their advisors in select regions and constituencies in North America.

Robin graduated from the University of Toronto and is a CFA Charterholder. Robin is an active volunteer in our local community and either does or has served as a member of Investment Committees including those of the Waterloo Region Community Foundation, Wilfrid Laurier University, Grand River Hospital, and a local religious organization.

Robin is an avid cyclist and occasional skier and golfer and has resided in Kitchener for over 15 years.

Contact:

519-578-6849 ext. 331

Alex Stoody, CFA

Vice-President & Portfolio Manager

Alex first joined The RaeLipskie Partnership as an intern in the summer of 2014. Upon completion of his BBA degree at Wilfrid Laurier University, majoring in finance and minoring in financial mathematics, Alex rejoined the firm as a Portfolio Manager Assistant. While with RaeLipskie, Alex has earned both his CIM and CFA designation.

During his time with RaeLipskie, Alex has gained experience in all areas of the wealth management framework from prudent risk management to excellent client service. Passionate about the financial markets, Alex leverages his education and experience in the application of customized portfolio construction. Alex is an active member of the firm’s Investment Committee and participates in security selection and asset mix decisions.

Alex is a lifelong Kitchener resident and likes to spend his spare time with his friends and family, playing sports and cheering for the Montreal Canadiens. Alex enjoys playing recreational hockey, is an active member of the Galt Country Club and curling member with the Westmount Golf & Country Club.

Contact:

519-578-6849 ext. 337