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- Custodian
- Capital Group · Prudential · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
About THE Raelipskie Partnership
RaeLipskie Partnership (Guardian Capital Group) is an Ontario-based investment counsel/portfolio manager providing discretionary portfolio management and financial planning for individuals and families, as well as charities, endowments, corporations, trusts/estates and retirement funds. The team builds tailor-made portfolios across stocks, bonds and alternative investments, including socially responsible investing. They emphasize a fiduciary, client-first approach with fee-based (not transaction-driven) compensation and client assets held at an independent third-party custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jatinder Joe Banwait
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
GEORGE MAVROUDIS
Chairman, Chief Executive Officer, DIRECTOR, Manager
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,066,219,716 | $415,842 |
| Non-Discretionary | $0 | -- |
| Total | $1,066,219,716 | $415,842 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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