Brian joined Ken Rae in 1989. His investment career began in 1985 with Wood Gundy in Private Client investment management. Brian graduated from the University of Waterloo with a BA in Honours Economics in 1985 and attained his Chartered Financial Analyst (CFA) designation in 1990. In addition to actively participating in research and portfolio management at The RaeLipskie Partnership, Brian directs the operations of the Company and is Chief Operations Officer. Brian was previously on the board of directors of Junior Achievement of Waterloo Region and is past president of the Waterloo Wellington Estate Planning Council. He is currently a member of the finance and Investment Committee for t
Brian Lipskie
President & CCO
The RaeLipskie Partnership
Canada, Ontario, Waterloo
About Me
Profile Information
President & CCO
The RaeLipskie Partnership
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Waterloo
Ontario
Canada
Sep 11, 2025
Work Experience
The RaeLipskie Partnership
President & CCO Jan 1989 - Present
Email: brian@raelipskie.com
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