As your Private Wealth Managers, we create and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. Consistent, disciplined application of a well-defined investment philosophy and process achieves desired results when applied over the longer term.
When managing your own assets you may become emotional about particular holdings; this could cloud your judgment and result in a breakdown of discipline. An investment counsel is a team of professionals whose only business is to manage portfolios and advise clients.
When managing your own assets you may become emotional about particular holdings; this could cloud your judgment and result in a breakdown of discipline. An investment counsel is a team of professionals whose only business is to manage portfolios and advise clients.
Services
Since 1989, The RaeLipskie Partnership has served clients with a customer-first and community-based approach to everything we do. We pride ourselves in our ability to listen to the needs and goals of our clients and design flexible, custom portfolios to suit their investment objectives. When you invest with the RaeLipskie Partnership, you're not investing with just a private wealth manager.
The RaeLipskie Partnership takes the time to do a thorough needs analysis and then designs individual portfolios to reflect the varying needs and objectives of each client. These portfolios are flexible to the ever changing environment yet they reflect a clear, long-term philosophy toward the accumulation of capital.
From nationwide firms or the office down the road, we can work with your chosen professional service providers to achieve your financial goals. National Bank is the sixth largest bank in Canada and one of the primary custodians of funds held by the RaeLipskie Partnership. Credential Financial is a leading financial institution for credit unions, associations and independent firms.
At The RaeLipskie Partnership we make a difference in people's lives; both in our clients and our team. In order to have happy and satisfied clients we believe we must have happy and satisfied people working here. Our people have a passion for the work they do and a desire and skills for client care.
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Cathy MacPhie
May 07, 2020
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