The RaeLipskie Partnership Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 21

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

The RaeLipskie Partnership General Information

Description

Provider of asset management services intended to serve individual families, charities, endowments, corporations, estates and trusts. The company offers investment strategy, portfolio design and maintenance, financial planning and account management, enabling its clients to avail the solutions for managing stocks and bonds.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 20 Erb Street West
  • Suite 201
  • Waterloo, Ontario N2L 1T2
  • Canada
+1 (519)
Primary Industry
Asset Management
Corporate Office
  • 20 Erb Street West
  • Suite 201
  • Waterloo, Ontario N2L 1T2
  • Canada
+1 (519)

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The RaeLipskie Partnership Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The RaeLipskie Partnership Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of asset management services intended to serve individual families, charities, endowments, corporations, estate
Asset Management
Waterloo, Canada
21 As of 2025

Toronto, Canada

Toronto, Canada
 
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The RaeLipskie Partnership Competitors (5)

One of The RaeLipskie Partnership’s 5 competitors is Sun Life Global Investments (Canada), a Corporation company based in Toronto, Canada.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sun Life Global Investments (Canada) Corporation Toronto, Canada
BMO Global Asset Management Corporate Backed or Acquired Toronto, Canada
Ivari Holdings Private Equity-Backed Toronto, Canada
Industrial Alliance Insurance and Financial Services Corporation Quebec City, Canada
Manulife Financial Corporation Toronto, Canada
You’re viewing 5 of 5 competitors. Get the full list »

The RaeLipskie Partnership Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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The RaeLipskie Partnership FAQs

  • When was The RaeLipskie Partnership founded?

    The RaeLipskie Partnership was founded in 1989.

  • Where is The RaeLipskie Partnership headquartered?

    The RaeLipskie Partnership is headquartered in Waterloo, Canada.

  • What is the size of The RaeLipskie Partnership?

    The RaeLipskie Partnership has 21 total employees.

  • What industry is The RaeLipskie Partnership in?

    The RaeLipskie Partnership’s primary industry is Asset Management.

  • Is The RaeLipskie Partnership a private or public company?

    The RaeLipskie Partnership is a Private company.

  • What is The RaeLipskie Partnership’s current revenue?

    The current revenue for The RaeLipskie Partnership is .

  • Who are The RaeLipskie Partnership’s competitors?

    Sun Life Global Investments (Canada), BMO Global Asset Management, Ivari Holdings, Industrial Alliance Insurance and Financial Services, and Manulife Financial are competitors of The RaeLipskie Partnership.

  • When was The RaeLipskie Partnership acquired?

    The RaeLipskie Partnership was acquired on 02-Sep-2022.

  • Who acquired The RaeLipskie Partnership?

    The RaeLipskie Partnership was acquired by Guardian Capital Group (Asset Management).

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