TORONTO, June 10, 2015 /CNW/ - Terry Hetherington, Executive Vice President and Head of the Private Client Group of Raymond James Ltd. is pleased to welcome Richard Kluska, Portfolio Manager and Financial Advisor, and his IP Strategies Team to a new branch in Ottawa. Also joining Richard is Financial Advisor Craig Tubman.
"We are very pleased to welcome Richard and his IP Strategies team back to Raymond James," said Hetherington. "We know that they believe in, and live our firm's values – a focus on putting the needs of their clients always first, and an unwavering drive to provide the very best wealth management solutions to individual investors and their families."
IP Strategies is a leading family office with a well-earned reputation as a top-tier team of financial advisors and portfolio managers. Richard Kluska's career spans more than three decades advising high net worth individuals and families, entrepreneurs and business owners. He is widely recognized as an expert in business transition and the development of effective wealth management strategies.
"We are excited to return to Raymond James, where our belief in independence and client first mentality is respected and celebrated," said Kluska. "Raymond James offers the best of both worlds for our clients, the ability to deliver world class solutions of a large North American firm for the benefit of Canadians at the community level. It maintains a main street culture that will benefit our clients and our team."
Raymond James is a leading North American independent full service investment dealer, offering an extensive range of professional investment services and products including: private client services, portfolio management, financial & estate planning services, insurance, equity research, investment banking and institutional sales & trading. Through its network of 6,300 Financial Advisors and Portfolio Managers across Canada and the United States, Raymond James serves more than 2.6 million individual investors and families, and oversees total client assets exceeding US $500 billion.
SOURCE Raymond James Ltd.
For further information: Peter Kahnert, SVP, Corporate Communications and Marketing: (416) 777-7052, [email protected]