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Andrea Miljkovic

Investment Counsellor, Vice-President & Portfolio Manager

The RaeLipskie Partnership

Canada, Ontario, Waterloo

About Me

Andréa joined The RaeLipskie Partnership in 2002. In her previous role as Financial Advisor with CIBC Wood Gundy, Andréa gained valuable Private Client Wealth Management experience where she focused on developing strong financial, retirement and estate planning knowledge. In 2001, she earned her Chartered Financial Analyst (CFA) designation and maintains a leadership role with the Kitchener-Waterloo chapter of the Toronto CFA Society, which supports professional development and educational programs. Andréa currently manages investment portfolios for families, Charitable Organizations, The RaeLipskie Partnership’s flagship private pooled fund and the firm’s Foreign Equity Fund. S

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Profile Information

Investment Counsellor, Vice-President & Portfolio Manager

The RaeLipskie Partnership

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waterloo

Ontario

Canada

Sep 5, 2024

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