Rae & Lipskie Investment Counsel Inc.
● SEC registered since 2023CRD 327652SEC# 801-128947Waterloo
Reg. AUM
$1.07B
Employees
25
Accounts
2,564
Location
Waterloo
About Rae & Lipskie Investment Counsel
Rae & Lipskie Investment Counsel is associated with the RaeLipskie Partnership, private wealth managers creating and managing tailored portfolios. It emphasizes authenticity, integrity, stability, and trustworthiness in building wealth together.
Summary based on the firm’s website.
Rae & Lipskie Investment Counsel Inc. assets under management
Rae & Lipskie Investment Counsel Inc. is an SEC-registered investment adviser based in Waterloo. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 25 people.
Rae & Lipskie Investment Counsel Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Elmer Lipskie Control | President And Chief Operating Officer | Under 5% | 1989 |
| Elraine Investments Inc. | Shareholder | 25-50% | 2022 |
| Francis Henry Mercuri Control | Chief Financial Officer | Under 5% | 2023 |
| George Mavroudis Control | Chairman | Under 5% | 2022 |
| Guardian Capital Group Limited Control | Shareholder | 50-75% | 2022 |
| Jatinder Joe Banwait Control | Chief Compliance Officer | Under 5% | 2020 |
| Matthew Dean Turner Control | Secretary | Under 5% | 2022 |
| Desjardins Financial Corporation Inc. Control | Shareholder | Over 75% | 2026 |
| Desjardins Financial Holding Inc. Control | Shareholder | Over 75% | 2026 |
| Desjardins Global Asset Management Inc. Control | Shareholder | Over 75% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rae & Lipskie Investment Counsel Inc. manage?
Rae & Lipskie Investment Counsel Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Rae & Lipskie Investment Counsel Inc. have?
Rae & Lipskie Investment Counsel Inc. reports 25 employees.
Where is Rae & Lipskie Investment Counsel Inc. located?
Rae & Lipskie Investment Counsel Inc. is based in Waterloo and has been SEC-registered since 2023.
Does Rae & Lipskie Investment Counsel Inc. disclose fund performance?
Rae & Lipskie Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Erb Street West, Suite 201, Waterloo N2L 1T2 |
| Phone | 519 578 6849 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 2023896 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.07B▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,389 advisers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B