Raelipskie Partnership
The RaeLipskie Partnership, operating as Rae & Lipskie Investment Counsel Inc., is a private wealth management firm headquartered in Waterloo, Ontario, Canada. Founded in 1989, the firm provides discretionary investment management services primarily to individual investors, endowment funds, charitable foundations, corporations, estates and trusts, and retirement funds. RaeLipskie is majority-owned by Guardian Capital Group Limited since 2022 and remains independently managed for its client base. The firm employs a team of portfolio managers and support professionals focused on client-centered solutions, serving both Canadian and, more recently, U.S. clients as a cross-border adviser.
Investment Strategy
The RaeLipskie Partnership manages investment portfolios on a discretionary basis, beginning with a comprehensive analysis of each client’s goals, objectives, and risk tolerance, memorialized in a personalized investment policy statement. The firm constructs portfolios consisting of stocks, ETFs, bonds, short-term investments, and alternative assets as appropriate to address unique client needs. Portfolios are continuously monitored and reviewed to ensure alignment with client objectives. While portfolios may employ similar strategies, each is customized to individual circumstances, and the firm is committed to protecting, enhancing, and overseeing client capital using prudent, long-term-oriented investment techniques.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | ETF - SPY US S&P500 (USA) | 11.24% | $24.5M | 39,734 | $478.24 | $617.85 | +$2.3M |
V VEA | ETF - VEA DEV MKT (USA) | 8.54% | $18.7M | 327,158 | $47.93 | $57.01 | +$2.0M |
R RSP | ETF-RSP INVESCO SP500 EQ WGT ETF (USA) | 8.13% | $17.8M | 97,770 | $167.46 | $181.74 | +$2.4M |
Q QQQ | ETF - QQQ INVESCO TRUST (USA) | 7.82% | $17.1M | 30,984 | $416.42 | $551.64 | +$3.2M |
V VWO | ETF - VWO EMERGING MKTS (USA) | 6.05% | $13.2M | 267,408 | $41.52 | $49.46 | +$1.3M |