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.
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.
