Our Players.

Richard Kluska, BComm., TEPs

Independent Wealth Management, Investment Advisor

Richard Kluska is the founder of IP Strategies, an Independent Private Family Office at Canaccord Wealth Management, based in Ottawa, Ontario Canada.

Richard has over 30 years experience in successfully advising high net worth families, entrepreneurs, as well as corporate entities. He is widely recognized as a leader in business transitions, a key advisor in developing high net worth wealth strategies, as well as being a highly successful investor for over 20 years. Prior to joining Canaccord Wealth Management, Richard was a respected member of Leaders Council with Raymond James.

In addition to graduating with an Honors degree in Finance with a specialization in Global Economics, Richard attained an exclusive TEPs designation.  As an extensive part of his offering to clients complex estate issues he provides essential advice on the most sophisticated expressions of property holding and transmissions, such as Wills, trusts and foundations.  He regularly assists in the planning and the implementation of the passing of wealth to next generations.

Throughout his career, Richard has been active in his community through professional associations, and various boards and charitable organizations.   Richard is an active philanthropist supporting local and national organizations such as the Children’s Wish Foundation, the University of Ottawa Heart Institute, the Organ and Tissue Donation Program and the Alzheimer’s Society.  Richard is the author of The Business Man’s Guide; the 7 Mistakes Most Commonly Made in Business.  He is an in-demand national speaker on issues that affect business owners.

About our Family Office.