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