Dave Brune, CFA, CFP

Dave Brune, CFA, CFP

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 CFA Charter holder, Dave is also a Certified 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 graduated from the University of Waterloo. In his spare time, he enjoys running, travelling, and is a long-suffering fan of the Toronto Maple Leafs.

Email Dave – DaveB@RaeLipskie.com
Or phone  519-578-6849 ext. 338

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Vice-President & Portfolio Manager

Taylor Echlin merged his private practice with The RaeLipskie Partnership effective September 1, 2014. Taylor brings a great deal of knowledge, experience, and achievements to our firm. His career of over 40 years has been spent in the private wealth and pension fund management industries.

Taylor grew up in Waterloo and has maintained a residence here since 1970 while operating his business from Mississauga.  His skills, expertise, and personal diligence are of great value to our firm, and that he is an integral part of our continued success.

Email Taylor – Taylor@RaeLipskie.com
Or phone 519-578-6849 ext. 341

David Martin, CIM

David Martin, CIM

David Martin, CIM

Vice-President & Portfolio Manager

David Martin began his investment career in 1987 on joining Mu-Cana Investment Counselling. In 1996, he became a principal in the successor company, Perigee Investment Counsel, dealing with large pension funds and institutional clients. David joined The RaeLipskie Partnership in 2004 and holds the Chartered Investment Management (CIM) designation. He contributes to the firm’s investment research activities and manages client portfolios.

Dave is a past board member of Kids Ability Foundation and was on the board of Trustees at his church. David and his family enjoy time at the cottage on Lake Huron as well as golfing, sailing and skiing.

Email Dave – David@RaeLipskie.com
Or phone 519-578-6849 ext. 339

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Vice-President & Portfolio Manager

Andréa Miljkovic joined The RaeLipskie Partnership in 2002. In her previous role as a Financial Consultant with CIBC Wood Gundy, she gained valuable experience in Private Client investment management, financial and estate planning, and earned her CFA designation. Andréa currently manages investment portfolios for a select group of families, a number of Charitable Organizations, The RaeLipskie Partnership’s flagship private pooled fund and the Foreign Equity Fund. She is a member of the firm’s Investment Committee and is responsible for contributing to the firm’s investment research activities.

Andréa stays active in the Community as a Director for the Optimist Club of Puslinch which is involved in a number of endeavors supporting local youth.  She serves as a Professional Advisory Committee member of the Financial Planning program at Conestoga College and volunteers for a number of local charities. She is a long-established volunteer coach with the Puslinch Minor Soccer League, currently managing one of the League’s Rep Teams, and is an active member of School Council. Andréa is dedicated to the lifelong pursuit of investment knowledge through continuing education, and in her spare time is a Bootcamp devotee who enjoys biking, skiing, yoga and travelling with her family.

Email Andrea – Andrea@RaeLipskie.com
Or phone 519-578-6849 ext 327

David Paleczny

David Paleczny

David Paleczny

Vice-President & Portfolio Manager

David Paleczny joined The RaeLipskie Partnership in 1996 after a successful 24-year career with Mu-Cana Investment Counselling. He served as Senior Vice-President, Marketing & Administration and dealt with large pension funds and institutional clients across North America. David currently manages investment portfolios for select clients with our firm, and within our investment process, focuses on research for high dividend companies.

David and his wife, Mary, live in Conestogo, while their four children reside in various places across Canada – from Nova Scotia to British Columbia. Dave and Mary love to travel to interesting places around the world. They have hiked in China, New Zealand, Africa, Korea and have walked from Switzerland to Rome. David is also Director of the Conservative Business Association, a past president of the KW Symphony, and a member of the KW Symphony Advisory Board.

Email Dave – Dave@RaeLipskie.com
Or phone – 519-578-6849 ext. 334