Kelly Klatik
Founder at Cypress Hills Partners
Profile
Kelly Klatik was the founder of Falco Resources Ltd., where they served as President, Chief Executive Officer & Director from 2010 to 2014.
They also founded Luxxfolio Holdings, Inc. in 2018 and held the title of Executive Chairman for a brief period in 2022.
Mr. Klatik is also the founder of Cypress Hills Partners.
Currently, Mr. Klatik is a Director at Merchant Growth Ltd.
In the past, they have worked as a Director at Moneywatch Advisors, Inc. and Luxxfolio Network, Inc. They also held the position of Staff Accountant at KPMG LLP and served as Vice President-Capital Markets at IPC Securities Corp.
from 2002 to 2008.
Additionally, they worked as an Advisor at M Partners, Inc. Mr. Klatik completed their undergraduate degree at the University of Saskatchewan in 1992 and obtained an MBA from Royal Roads University in 2005.
Kelly Klatik active positions
Companies | Position | Start |
---|---|---|
Cypress Hills Partners
Cypress Hills Partners Investment ManagersFinance Cypress Hills Partners(Cypress Hills Partners) is a private equity firm founded in 2015 by Kelly Klatik and Dean Linden. The firm is headquartered in Vancouver, Canada. | Founder | - |
Merchant Growth Ltd.
Merchant Growth Ltd. Finance/Rental/LeasingFinance Merchant Growth Ltd. engages in the provision of small business loans and credits. It offers business financing and lease to own services. It serves restaurants, bars and bistro, automotive services, salons and spa, and retail businesses. The company was founded by David Gens in 2010 and is headquartered in Vancouver, CA. | Director/Board Member | - |
Former positions of Kelly Klatik
Companies | Position | End |
---|---|---|
LUXXFOLIO HOLDINGS INC. | Founder | 2022-11-01 |
FALCO RESOURCES LTD. | Founder | 2014-04-22 |
M Partners, Inc.
M Partners, Inc. Investment Banks/BrokersFinance M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF). | Corporate Officer/Principal | 2012-11-29 |
IPC Securities Corp.
IPC Securities Corp. Investment Banks/BrokersFinance IPC Securities Corp. is an independent broker/dealer headquartered in Mississauga, Ontario, Canada. They are a subsidiary of Investment Planning Counsel, Inc. and their ultimate parent is Power Corp. of Canada (TSE: POW). The firm was founded in 1977 and provides a full array of trading and execution services for Canadians across the country. IPC Securities does not provide any internal research and TD Waterhouse Canada Inc. is their carrying broker. | Corporate Officer/Principal | 2008-06-30 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Kelly Klatik
University of Saskatchewan | Undergraduate Degree |
Royal Roads University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
FALCO RESOURCES LTD. | Non-Energy Minerals |
LUXXFOLIO HOLDINGS INC. | Finance |
Private companies | 7 |
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KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
IPC Securities Corp.
IPC Securities Corp. Investment Banks/BrokersFinance IPC Securities Corp. is an independent broker/dealer headquartered in Mississauga, Ontario, Canada. They are a subsidiary of Investment Planning Counsel, Inc. and their ultimate parent is Power Corp. of Canada (TSE: POW). The firm was founded in 1977 and provides a full array of trading and execution services for Canadians across the country. IPC Securities does not provide any internal research and TD Waterhouse Canada Inc. is their carrying broker. | Finance |
M Partners, Inc.
M Partners, Inc. Investment Banks/BrokersFinance M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF). | Finance |
Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc. Investment ManagersFinance Moneywatch Advisors, Inc. provides financial planning, retirement planning, and investment strategies. The private company is based in Lexington, KY. The company also has a Code of Ethics. | Finance |
Cypress Hills Partners
Cypress Hills Partners Investment ManagersFinance Cypress Hills Partners(Cypress Hills Partners) is a private equity firm founded in 2015 by Kelly Klatik and Dean Linden. The firm is headquartered in Vancouver, Canada. | Finance |
Merchant Growth Ltd.
Merchant Growth Ltd. Finance/Rental/LeasingFinance Merchant Growth Ltd. engages in the provision of small business loans and credits. It offers business financing and lease to own services. It serves restaurants, bars and bistro, automotive services, salons and spa, and retail businesses. The company was founded by David Gens in 2010 and is headquartered in Vancouver, CA. | Finance |
Luxxfolio Network, Inc.
Luxxfolio Network, Inc. Packaged SoftwareTechnology Services Luxxfolio Network, Inc. engages as a financial technology company. Its app enables to easily record and register all valuable assets in one place. The company was founded in 2017 and is headquartered in Vancouver, Canada. | Technology Services |
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