SEC CRD #801-128947
Home - RaeLipskie Partnership | Guardian Capital Group Limited 1-519-578-6849 hello@raelipskie.com Newsletter Signup Building Wealth Together with Authenticity, Integrity, Stability, and Trustworthiness. As your Private Wealth Managers, we create and manage your tailor-made portfolio of stocks, bonds and alternative investments with the emphasis on achieving your investment objectives. We strongly believe in a client-first approach; we listen and put our experience to work for you. Investment Strategy Portfolio Design and Maintenance Financial Planning Socially Responsible Investing Investment Account Management Our Services Investment Strategy Portfolio Design and Maintenance Financial Planning Socially Responsible Investing Investment Account Management Our Services Why should I use an Investment Counsel/Portfolio Manager? Looking after your own assets has never been simple Z Staying on top of the big picture, macro-economic outlook can be daunting Z New opportunities and investment avenues open up Z Consistent, disciplined application of a well-defined investment philosophy and process achieves desired results when applied over the longer term Z Information overload and prioritizing is critical Z When managing your own assets, you may become emotional about particular holdings; this could cloud your judgment and result in a breakdown of discipline Z You are ready to graduate from mutual funds to a customized solution An investment counsel is a team of
/S/ JOE BANWAIT
CHIEF COMPLIANCE OFFICER
📞 (519) 578-6849
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AUM
$1.1B
Location
WATERLOO
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