Private wealth management in Kitchener-Waterloo, Burlington and surrounding areas
- Portfolio Design – a conservative, disciplined long-term management approach driven by client needs
- Diversification – to reduce risk
- Investment Approach – preference for corporations that continually demonstrate the ability to increase their earnings and distribute dividends
- Stock Selection – a “common sense”, fundamental, bottom up approach
- Communication – to make the process understandable and transparent for our clients
- Flexibility – to reflect changes in your investment objectives/risk tolerance or to adapt to a changing economic environment
© 2017 Rae & Lipskie Investment Counsel Inc.