Built by an advisor, for advisors.
Mozaiik exists because the tools available to Canadian wealth advisors were never designed for how this industry actually works.
The Problem
The industry doesn't need another dashboard. It needs an operating system that understands how Canadian private wealth actually works.
Canadian advisory firms and multi-family offices manage some of the most complex wealth structures in the world — trusts nested inside holding companies, cross-border beneficiaries, multiple custodians, regulatory requirements that shift by province and entity type.
And the tools they use? Spreadsheets. PDFs. Manual data pulls from six different portals before a single client meeting.
The family office software that does exist was built for family offices themselves — not for the advisory firms that serve them. It's designed for different workflows, different compliance regimes, and a different market entirely. None of it addresses Canadian regulatory requirements from CSA, OSC, and CIRO.
That's why we're building Mozaiik. Not from the outside looking in — but from 30+ years of living inside the problem.
Read our manifesto →
Adrian spent nearly two decades as a wealth management practitioner, advising high-net-worth families and managing complex multi-entity portfolios across trusts, holding companies, and corporate structures.
Over those years, he watched the same pattern repeat: talented advisors spending more time wrestling with fragmented systems than actually advising clients. The data was there — scattered across custodian portals, spreadsheets, and filing cabinets. The relationships between entities were understood — but only in the advisor's head, never in the software.
Mozaiik is the platform Adrian wished existed every day of his career. Purpose-built for the Canadian regulatory landscape, designed around entity relationships rather than account numbers, and engineered to give advisory firms a single source of truth across every family they serve.
Richard is the founder of IP Private Wealth and brings over 35 years of experience working with high-net-worth clients. From the very beginning, he has championed independent financial services as the path to delivering truly unbiased wealth management advice — a philosophy that shaped everything IPPW has become.
An early adopter of the multi-family office approach in Ottawa, Richard built a comprehensive network of professionals to assist clients across every aspect of their financial lives. He specializes in advising business owners on exit strategies, monetizing corporate value, implementing optimal after-tax wealth management structures, trusts, and estate planning.
After decades of navigating this complexity with fragmented tools and manual processes, Richard recognized what Mozaiik could become — the unified operating system the industry has been missing. IP Private Wealth serves as Mozaiik's pilot firm, ensuring the platform is built and stress-tested in real-world advisory conditions. His investment in Mozaiik reflects a conviction earned over a career spent living inside the problem.
Richard Kluska
Strategic Advisor & Investor
What we believe
Entities first, accounts second
Wealth doesn't live in accounts. It lives in families, trusts, corporations, and the relationships between them. Our data model starts there.
Built for fiduciaries
Every feature is designed for professionals who bear legal responsibility for their clients' wealth. Compliance isn't a module — it's the foundation.
Canadian by design
Not a U.S. platform with a maple leaf. Built from day one around CSA, OSC, and CIRO requirements, Canadian custodians, and the entity structures unique to this market.
Open, not locked
Your data shouldn't be trapped. Mozaiik connects to the custodians and providers you already use through secure APIs — we consolidate, not replace.
Built with advisors, not for them
Our anchor partners shape the product from day one. We don't guess what advisors need — we build alongside the firms who live this every day.
Clarity over features
The goal isn't more dashboards. It's fewer places to look. Every screen should make a complex family's wealth picture simpler to understand and act on.
We're building this for you.
Early partners shape the roadmap. If you manage complex family wealth in Canada, we'd like to hear from you.
Join the Pilot