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For our close-knit team at Rae Family Wealth, client service is always the top priority. We pride ourselves on offering personalized attention and customized financial strategies, ensuring our clients feel valued and supported every step of the way.
Senior Portfolio Manager
Associate Wealth Advisor
Associate
Associate Advisor
Patrick joined RBC Dominion Securities in 1997, led by a strong desire to improve the well-being of those around him – a sentiment he still puts into practice today as senior portfolio manager at Rae Family Wealth. As the founder of our team, he oversees all day-to-day operations of our business, in addition to managing client relationships and developing our short- and long-term strategies. Patrick is proud to have cultivated long-lasting, generational relationships with many of our clients, and enjoys taking the time to get to know them and their families – whether that’s in our office or at their house, farm, or business.
A natural-born educator, Patrick is passionate about financial literacy and leverages his Bachelor of Education and Bachelor of Arts degrees to help our clients plan for today, tomorrow, and beyond. He has also completed several courses through the Canadian Securities Institute and enjoys staying informed about current market events.
Patrick and his wife are the proud parents of two daughters, who keep them busy with their various extracurriculars. If he’s not driving his kids to the hockey rink, Patrick can be found out on a run or playing sports.
Passionate about finance from a young age, Jennifer began her career with Rae Family Wealth in 2011, working her way up to her current role as Associate Wealth Advisor. On a day-to-day basis, she is responsible for managing all Will and estate inquiries, in addition to completing financial projections and helping with Registered Education Savings Plans (RESPs). For Jennifer, the best part of her job is the clients she gets to work with, and she enjoys taking the time to get to know them and watch them achieve their goals.
Jennifer holds a Bachelor of Journalism from the University of Regina and an Advanced Bachelor of Arts from the University of Manitoba.
Born and raised in Winnipeg, Jennifer is proud to still call the city home. Her free time is spent with her husband and son, as well as their animals – two black labs and a cat.
Yubo has been a valuable member of the Rae Family Wealth team since 2022. In his role as associate, he assists with a wide variety of client requests, such as day-to-day cash management and account administration. Yubo is a problem-solver and enjoys getting to support many different people as they work towards building their wealth.
In 2021, Yubo graduated with an Honours Bachelor of Commerce degree from the University of Manitoba. He has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute.
Yubo grew up in a small city in China. A self-described foodie, he enjoys cooking and exploring new places to eat with friends. He also makes sure to get out camping every summer.
Manny has played a pivotal role on the Rae Family Wealth team since 2022. As an associate advisor, his primary responsibilities include conducting trades and assisting with portfolio management and investment strategies. Manny enjoys leveraging his knowledge and passion for capital markets as he works closely with clients to help them grow their wealth in the most efficient way possible.
Manny holds a Bachelor of Commerce degree from the University of Manitoba and, in 2024, obtained his Chartered Financial Analyst (CFA) designation. Following a lifelong passion for investments, Manny joined the financial services industry in 2022.
Outside of work, Manny enjoys staying active, playing tennis or golf whenever he gets the chance.
Joel joined the Rae Family Wealth team as an associate in 2022. In his role, he provides valuable support to our team, handling client requests and scheduling client meetings. Joel is in constant communication with our clients, and enjoys learning more about them and their unique stories.
Graduating in 2022 with an Honours Bachelor of Commerce degree in Finance from the University of Manitoba, Joel brings a fresh approach and specialized knowledge to the team.
Joel grew up in Winnipeg. In his free time, he enjoys playing piano and crafting custom knives.
Galina is the newest addition to the team, having joined Rae Family Wealth in 2024. As an associate, her role consists of answering client inquiries and supporting a variety of requests. Galina finds satisfaction in ensuring that all our clients’ needs are taken care of, and aims to ultimately bring them one step closer to achieving their goals.
Galina graduated with an Honours Bachelor of Commerce degree from the University of Manitoba in 2017 and joined the financial services industry soon after. She has completed the Wealth Management Essentials (WME) Course from the Canadian Securities Institute.
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