THE RAELIPSKIE PARTNERSHIP

RAE & LIPSKIE INVESTMENT COUNSEL INC.

CRD 327652 · SEC 801-128947

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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20 ERB STREET WEST, SUITE 201, WATERLOO, N2L 1T2, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.07B

Discretionary AUM

$1.07B

Team

25 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	504	$98.9M
High net worth individuals	467	$778.0M
Pension/profit sharing plans	7	$81.5M
Charitable organizations	30	$107.8M

All web addresses on file

Official SEC filing: View on IAPD