Closing the Gender Wealth & Investing Gap20220222220228
Closing the Gender Wealth & Investing Gap
Even as women are becoming increasingly responsible for bringing in an equal (or greater) share of the household income, there’s lagging support in familiarizing women with investment strategies. And while a large number of Canadians are not truly financially literate, men often plunge ahead with investments and other financial strategies due to their statistically greater appetite for risk....
What does the Custodian do for Me and My Wealth Management Firm?20210921154200
What does the Custodian do for Me and My Wealth Management Firm?
The difference between a custodian and an investment manager is confusing, but these two crucial entities work to grow and protect your wealth....
Financial Planning Designations: Who does what, and who do I need?20210720202155
Financial Planning Designations: Who does what, and who do I need?
As if the financial planning and wealth management industry wasn’t already full of jargon, the certifications and designations behind advisors’ names simply add more confusion to the industry. These days there are numerous designations that advisors can get, but they don’t all add up to the same use or value for the client. Here are a few of the most common designations you’ll find in financial ad...
Beyond the Ice: What’s priority for players in the NHL off-season?20210616194207
Beyond the Ice: What’s priority for players in the NHL off-season?
June 16, 2021Family, Family office, hockey family office, Hockey professionals, Lifestyle, Tax Strategies0 comments
Hockey playoffs: it’s an exciting time, but it’s also a time for many teams and players to head into the off-season. So what happens for players when their season is over? We interviewed Kent Manderville to find the answer. Kent Manderville is a former NHL player with 16 years under his belt; he’s also Director […]...
Getting what you earned: Converting business values to personal net worth & income20210422174504
Getting what you earned: Converting business values to personal net worth & income
April 22, 2021business strategies, exit strategies, Family office, Finance, financial planning0 comments
With boomers leaving the workforce and retiring in droves, recent stats show that less than 50% of business owners have a clear plan for leaving their business with money in their pocket. Richard Kluska and the team at IP Private Wealth is working to get them back on track. For the past 20+ years, Kluksa […]...
Checklist: 10 things a Family Office should include20210106091400
Checklist: 10 things a Family Office should include
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 […]...
Interview with a CIO: Discussing Alternative Investments20210105074000
Interview with a CIO: Discussing Alternative Investments
Investments: a key pillar of the family office, and an affluent family’s financial longevity. Yet, so rarely do we get to learn from an expert directly. Habib Saikali, CIO of IP Private Wealth, sat down with CEO Richard Kluska to answer our questions about alternative investments. If you’d like to hear the entire interview, head […]...
IP360° Podcast, Ep 3 – Prudent Investment 10120210105073700
IP360° Podcast, Ep 3 – Prudent Investment 101
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....
Interview: What is the Hockey Family Office? With Kent Manderville, CFP20210103080900
Interview: What is the Hockey Family Office? With Kent Manderville, CFP
Hockey professionals seem surrounded in a mystique of glamour and lore, but when the Zamboni clears the ice after the game and the players head home, unique financial complexities faced by these athletes are very real and very important. Turning ones earnings from a career as a pro athlete into a lifelong source of financial […]...
Clip: How can business owners realize lifelong wealth?20201217092200
Clip: How can business owners realize lifelong wealth?
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....