November 7, 1988 – Kenneth E. Rae founded Kenneth Rae Investment Counsel Inc. to offer investment management, portfolio management and investment counsel services to individuals, trusts, estates, pension funds and corporations.
July 24, 1989 – Brian E. Lipskie joined Kenneth E. Rae as Vice President, portfolio manager and shareholder. This partnership brings more than 60 years of combined investment and securities experience to its private wealth clients. Both Ken & Brian held senior positions with national firms in their previous careers.
April 9, 1991 – Kenneth Rae Investment Counsel Inc. was formally changed to the Rae & Lipskie Investment Counsel Inc. to reflect the addition of Brian Lipskie as partner.
April 30, 2004 – Rae & Lipskie Investment Counsel Inc. acquired Priority Capital Management Inc. in Burlington, Ontario to deepen our resources and expand our service offering to our clients. Priority Capital Management Inc., founded in 1988 by Norm Stetnitz, shares a common client care philosophy with Rae & Lipskie Investment Counsel.
September 15, 2008 – Welcome to our new look! As part of our 20th anniversary celebrations (commencing in 2009) we have decided to evolve our brand image! Our legal name remains Rae & Lipskie Investment Counsel Inc. Our new marketing name, The RaeLipskie Partnership, reflects one of our primary philosophies: partnership. We partner with you – our clients – to realize your investment objectives. Our portfolio managers and staff in our Waterloo and Burlington offices work together as partners to make that happen. Our partnership approach provides the opportunity to finalize our commitment to our Priority Capital Management Inc. clients, formally welcoming them into The RaeLipskie Partnership ‘family’.