This month, we sat down with some of the amazing women who work at the RaeLipskie Partnership to find out more about life at RaeLipskie and their best financial advice. Get to know these hard workers — and their Uptown favorites — in this month’s blog!
Name: Andréa Miljkovic
Job title: Vice President & Portfolio Manager
How long have you worked at RaeLipskie: 16 years
Favourite thing about working at RaeLipskie: The dedication of our staff who work so diligently ‘behind the scenes’ to provide our clients with the high level of service they have become accustomed to.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Naturopath Health Source – Mike keeps me balanced and supports health naturally.
Best personal finance advice you’ve ever received: Pay yourself first.
Name: Becky Miller
Job title: Executive Assistant to the President
How long have you worked at RaeLipskie: 1 year, 8 months
Favourite thing about working at RaeLipskie: Our team commitment – Ken and Brian have nurtured an incredible atmosphere where everyone feels valued and heard. This type of workplace sparks positive results and I see this extended to our clients’ experience every day.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Cafe 22
Best personal finance advice you’ve ever received: Make automated weekly transfers to savings accounts – it makes Christmas, vacations, etc. SO much less stressful!
Name: Leslie Stallard
Job title: Client Service Associate
How long have you worked at RaeLipskie: 11 years
Favourite thing about working at RaeLipskie: Great work environment & people from the top down.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Café 22 – always a warm greeting & delicious eats.
Best personal finance advice you’ve ever received: Start. Just start now.
Name: Sheila Yendt
Job title: Deputy Chief Operations Officer
How long have you worked at RaeLipskie: 25 wonderful years
Favourite thing about working at RaeLipskie: The people – both clients and staff. We all really care about the work we do.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Running Room – having a place to meet up with others to run, get fresh air and socialize. It’s a great place to connect and get healthy.
Best personal finance advice you’ve ever received: The best way to save money is to NOT spend money. Have a plan and work the plan. Get solid advice from the experts.
Name: Laura King
Job title: Back Office Administration
How long have you worked at RaeLipskie: 4 years 1 month
Favourite thing about working at RaeLipskie: The great environment with passionate people who love what they do!
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: The Craft Chippery
Best personal finance advice you’ve ever received: Invest in yourself.
Name: Heather J. Dewar
Job title: Senior Client Services & Portfolio Management Assistant
How long have you worked at RaeLipskie: 23 years
Favourite thing about working at RaeLipskie: Our clients and staff. Like they say, it’s not where you work, it’s who you work with.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Waterloo Running Room
Best personal finance advice you’ve ever received: #1. Pay yourself first.
#2. Invest in the Rae Lipskie Partners Equity Pooled Fund.
Name: Sarah Egan
Job title: Client Service Associate
How long have you worked at RaeLipskie: 4 years
Favourite thing about working at RaeLipskie: The people of course!
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Famoso
Best personal finance advice you’ve ever received: Always live within your means.
Name: Olivia Frederick (soon to be Olivia Gwynne! Not that I’m excited or anything… 74 days)
Job title: Donations Coordinator & Trade Processor
How long have you worked at RaeLipskie: 4 years as of April 2019
Favourite thing about working at RaeLipskie: The people and the family atmosphere. We get work done but we aren’t afraid to have fun.
Favourite Uptown Waterloo restaurant, store, coffee shop, gym, etc.: Coffee Culture (specifically the cheese croissants).
Best personal finance advice you’ve ever received: Open an RRSP now and start saving. A little every month goes a long way.
The RaeLipskie Partnership is so lucky to have such incredible women working on our team every day. Not only are they an integral part of our success, we also love that they continue to support everything Uptown has to offer.
