IP Private Wealth

Overview

The firm’s IP 360° process coordinates a client’s advisors across financial, legal, tax, investment, estate, and philanthropic planning.² Its planning services include corporate strategies, tax strategies, investment management, estate planning, philanthropy, and integrated financial planning.²

History

IP Private Wealth reports more than 30 years of experience serving and maintaining relationships with high-net-worth clients.¹

Leadership

Richard Kluska is founder, CEO, and Director of Family Office. The firm says he has more than 35 years of experience with high-net-worth clients and focuses on business-owner exit strategies, corporate value, trusts, and estate planning.³

Habib Saikali, CFA, CPA, CMA, is Chief Investment Officer. He leads the discretionary investment solutions team and participates in the Investment and Risk Management Committee.³

David Bourada, CIM, is Senior Private Wealth Advisor serving affluent incorporated professionals, business owners, and high-net-worth Canadians. Adrian Muncaciu, CFA, CAIA, CFP, is Private Wealth Advisor, and James Gilbert, CIM, PFP, is Associate Private Wealth Advisor.³

Services

IP Private Wealth provides coordinated financial planning and investment management. Its planning work covers corporate strategies, tax strategies, investment management, estate planning, philanthropy, and integrated financial planning.²

IP Investment Counsel provides discretionary portfolio management, quarterly portfolio statements, performance results, income projections, and review reports.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves high-net-worth clients, including affluent incorporated professionals, business owners, and high-net-worth Canadians.¹³

Approach

IP Investment Counsel describes its investment approach as prudent, disciplined, and systematic. Portfolio construction spans cash, fixed income, alternative strategies, and equities.⁴

Its equity process selects 35 to 40 high-quality, dividend-paying stocks through fundamental factors and a rules-based quantitative process, alongside exchange-traded funds for international exposure.⁴

The firm describes its IP 360° process as a way to coordinate the client’s professional advisors across financial, legal, tax, investment, estate, and philanthropic matters.²

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.