Alex first joined The RaeLipskie Partnership as an intern in the summer of 2014. Upon completion of his BBA degree at Wilfrid Laurier University, majoring in finance and minoring in financial mathematics, Alex rejoined the firm as a Portfolio Manager Assistant. While with RaeLipskie, Alex has earned both his CIM and CFA designation. During his time with RaeLipskie, Alex has gained experience in all areas of the wealth management framework from prudent risk management to excellent client service. Passionate about the financial markets, Alex leverages his education and experience in the application of customized portfolio construction. Alex is an active member of the firm’s Investment Commi

Alex Stoody
Vice President & Portfolio Manager
The RaeLipskie Partnership
Canada, Ontario, Kitchener
About Me
Profile Information
Vice President & Portfolio Manager
The RaeLipskie Partnership
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Kitchener
Ontario
Canada
Aug 12, 2024
More profiles to browse
AM
Andrea Miljkovic
Investment Counsellor, Vice-President & Portfolio Manager
Robin Stanton
Vice-President & Portfolio Manager/Investment Counselor
Brian Lipskie
President & CCO
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue