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