Company Summary
The Benefits of Using The RaeLipskie Partnership
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. Our entire team is available to all of our clients, but every client has two portfolio managers and one administrative team member assigned specifically to oversee their portfolio.
Our investment management fees are competitive within the investment industry. We avoid the overhead of the big firms and the multiple layers of compensation. Our total focus is on managing clients’ investments and meeting their objectives. We have no other products or business distractions.
Source: Rae & Lipskie Investment Counsel Inc.
Unique Value Proposition
Stocks may rise and fall but integrity never changes.
We create and manage your tailor-made portfolio of stocks and bonds with the emphasis on achieving your objectives. We strongly believe in a customer-first approach; we listen and put our experience to work for you. When we partner with you, to realize your investment objectives, we provide:
Customized, professional portfolio management
Personalized asset allocation recommendations
Ongoing consultation, service and reviews including:
Regular meetings
Detailed quarterly reports/custodian statements
Direct communication with portfolio managers
Non-calendar year end reporting as required
Annual realized gain/loss reports
Insightful commentary from the portfolio managers and Chief Investment Officer
Quarterly newsletter
Confidentiality
Flexibility
Web site and secured online access
Source: Rae & Lipskie Investment Counsel Inc.
AUM ($Bil)
1
Year Founded
1989
Key Personnel
Ken Rae, CFA, Chairman & CEO
Brian Lipskie, CFA, President
Ted Brough, CFA, Chief Investments Officer
Address
20 Erb St. West, Suite 201
Waterloo, Ontario N2L 1T2