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 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

Andréa Miljkovic, CFA

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 maintains a leadership role with the Kitchener-Waterloo chapter of the Toronto CFA Society, which supports 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

David Paleczny

David Paleczny

David Paleczny

Vice-President & Portfolio Manager

David 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.

Contact:

519-578-6849 ext. 334

Derek Rae, CIM

Derek Rae, CIM

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

Robin Stanton, CFA

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