Rae & Lipskie Investment Counsel

At RaeLipskie, we take pride in being a trusted and experienced private wealth management firm, dedicated to providing exceptional investment counsel and portfolio management services to our valued clients. With a strong commitment to integrity, our team of seasoned professionals works tirelessly to create tailored investment solutions that align with your unique goals and objectives.

Our Approach

As your private wealth managers, we understand the importance of building a personalized investment strategy that addresses your specific needs and risk tolerance. Our approach is centered around a client-first philosophy, where we take the time to listen to your concerns, understand your aspirations, and develop a comprehensive plan that helps you achieve your financial objectives. We believe in the power of a disciplined investment approach, backed by a well-defined philosophy and process, to deliver consistent results over the long term.

Our Services

Our team offers a wide range of services designed to meet the diverse needs of our clients. These include:

• Investment Strategy: We work with you to develop a customized investment strategy that aligns with your goals, risk tolerance, and time horizon.
• Portfolio Design and Maintenance: Our experienced team designs and maintains a diversified portfolio of stocks, bonds, and alternative investments, tailored to your specific needs.
• Financial Planning: We provide comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
• Socially Responsible Investing: We offer socially responsible investment options that align with your values and principles.
• Investment Account Management: Our team manages your investment accounts, ensuring that your assets are working towards achieving your financial objectives.

Why Choose Us

As independent investment counsellors, we operate with the highest level of integrity, transparency, and accountability. Our fiduciary duty is to act in the best interests of our clients, and we are committed to providing unbiased, conflict-free advice. Our team is comprised of experienced professionals with extensive knowledge and expertise in the investment industry, and we are dedicated to delivering exceptional service and results to our clients.