2022: A Year in Review at RaeLipskie
Another year has flown by. 2022 was an exciting year for The RaeLipskie Partnership, seeing 12 months of market commentary, tailor-made investment portfolios, office wide events and activities, and a brand new partnership with Guardian Capital. This year we were also honoured to have been recognized for our services by The Globe and Mail and The Waterloo Chronicle.
As 2022 comes to an end and we begin preparations for the new year, The RaeLipskie Partnership takes a look back at RaeLipskie’s 2022 Year in Review in this month’s blog!
As this year saw a shifting global landscape, the financial professionals at The RaeLipskie Partnership shared their insight on the market and projections for what was to come in 2022. Drawing from historical economic data, international relations, inflation, and key attention to the ever growing green industry and pandemic recovery, we shared our perspective over the year on what Canadians might expect, providing our expertise in maintaining and building investments during turbulent and changing times.
In September, students went back to school and The RaeLipskie Partnership shared exciting news about our partnership with Guardian Capital. In a fall newsletter we detailed Guardian Capital’s acquisition of a 60% majority interest in The RaeLipskie Partnership. “We’re so excited to officially partner with Guardian,” said Brian Lipskie, President & COO of The RaeLipskie Partnership. “We plan to utilize their strength, stability and 60-year reputation to the benefit of both our clients and our community.” You can learn more about our partnership here!
In 2022, The RaeLipskie Partnership and Brian Lipskie were also ranked in the top 20 amongst Canada’s Top 150 Wealth Advisors. In October, The Globe and Mail presented their rankings of Canada’s most effective financial advisors and The RaeLipskie Partnership was recognized among the top advisors in the country. Our team was thrilled to be acknowledged for the second year in a row, as we dedicate ourselves to serving our clients through a customer-forward and community driven approach. Thank you! You can view the rankings by following this link.
The RaeLipskie team was proud to have earned a Platinum for Investment Company of the Year in the 2022 Waterloo Chronicle Readers’ Choice Awards! It is an honour to be recognized by our community for our continued effort to serve the needs and goals of our clients in designing tailored and unique portfolios to achieve their investment objectives. Thank you all for your continued support, we look forward to helping you achieve your financial goals in 2023!
After years of anticipation, our team finally got to come together this summer and celebrate our annual RaeLipskie Summer Social! We took the day to spend quality time together outside, away from the office. It was a day to remember, with our team already looking forward to what our Summer Social might have in store for us in 2023!
This year, we made a point of highlighting some amazing organizations operating in the community! The RaeLipskie Partnership believes in the importance of supporting causes close to home and for this reason we committed to donating to local organizations, sharing the incredible work they do with our clients! Over 2022 The RaeLipskie Partnership learned more about the wonderful efforts of The Food Bank of Waterloo Region, The Kitchener-Waterloo Symphony, Birds Canada, KW Habilitation and many more incredible causes.
We look forward to continuing to support the amazing work of these foundations and learning about other local organizations in the new year!
As we wrap 2022, The RaeLipskie Partnership would like to extend a special thank you to each and every one of our clients who continue to support us and the work we do! Your contribution made this year a great success. Here’s to a wonderful holiday season and an exciting new year!
If you are interested in learning more about RaeLipskie’s services, book an appointment with one of our advisors today! Contact The RaeLipskie Partnership here.
