Richard Kluska, CIM®

Richard is the founder, CEO, and portfolio manager of IP Private Wealth. Richard has been in the financial service industry for over 35 years. He has believed in and promoted independent financial services from the company’s inception as a method to provide clients with true, unbiased advice in the area of wealth management. In the Ottawa area, he pioneered the Multi-Family Office approach to wealth management, creating a comprehensive network of professionals to assist clients in all aspect of their financial needs.

Clip: Prudent investment 10120210307173743

Clip: Prudent investment 101

Richard Kluska, CIM®March 7, 2021Finance, Investment, Lifestyle, Retirement0 comments

We’re joined today by CEO of IP Private Wealth, Richard Kluska, alongside CIO Habib Saikali. CIO Habib Saikali answers questions with CEO Richard Kluska about prudent investing 101. Listen to the full interview on the IP360° podcast on Podbean....

IP360° Podcast, Ep 6: Exit Strategies20210302174036

IP360° Podcast, Ep 6: Exit Strategies

Richard Kluska, CIM®March 2, 2021Corporate strategies, Discovery, Entrepreneurs, Tax Strategies0 comments

At some point, every business owner has to exit, and there are both financial and emotional impacts with that decision. CEO Richard Kluska talks about the first tenements of a successful exit....

Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900

Mortgage Protection Insurance vs Life Insurance: What you need to know

Richard Kluska, CIM®January 13, 2021Estate Planning, Family, Finance, Insurance0 comments

If you’re one of the many Canadians to have purchased a home recently, you’ve likely been asked about adding on Mortgage Protector Insurance when signing for your mortgage—and likely, the bank advisor suggested you just check ‘no’ in all the boxes. Mortgage Protection Insurance is sold by mortgage lenders to cover the remainder of your […]...

Checklist: 10 things a Family Office should include20210106091400

Checklist: 10 things a Family Office should include

Richard Kluska, CIM®January 6, 2021Checklist, Family office, Integrated Planning, Tax Strategies0 comments

The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...

IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700

IP360° Podcast, Ep 3 – Prudent Investment 101

Richard Kluska, CIM®January 5, 2021Corporate strategies, Family office, Investment0 comments

We’re joined today by CEO of IP Private Wealth, Richard Kluska, alongside CIO Habib Saikali. CIO Habib Saikali answers questions with CEO Richard Kluska about prudent investing 101....

Clip: How can business owners realize lifelong wealth?20201217092200

Clip: How can business owners realize lifelong wealth?

Richard Kluska, CIM®December 17, 2020Family office, Finance, Integrated Planning0 comments

We interviewed Richard Kluska, CEO of IP Private Wealth, about business owners and achieving lifelong wealth. Listen to the full interview on the IP360° podcast on Podbean....

Interview: What is a family office? With Richard Kluska, CEO20201217075600

Interview: What is a family office? With Richard Kluska, CEO

Richard Kluska, CIM®December 17, 2020Family office, Finance, Integrated Planning0 comments

The term ‘family office’ is becoming more familiar to the layman, and is even being used loosely by a variety of financial service providers. It’s generally understood that family offices are wealth management firms that cater to the affluent, managing their investments and revenue streams; but in this interview we hear what services an authentic […]...

IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?20201217062435

IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?

Richard Kluska, CIM®December 17, 2020Family office, Finance, Integrated Planning0 comments

We’re joined today by CEO of IP Private Wealth, Richard Kluska. With his decades of experience, and as the founder of the IP 360° philosophy, Richard is the perfect person to walk us through today’s topic: What is a Family Office, and Why do I Need One?...