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Zach Kirkby, B Comm (Finance), Cfp Email & Phone Number
Certified Financial Planner
at
iA Private Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
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Who is Zach Kirkby, B Comm (Finance), Cfp? Overview
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Quick answer
Zach Kirkby, B Comm (Finance), Cfp is listed as Certified Financial Planner at iA Private Wealth, based in Oshawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Zach Kirkby, B Comm (Finance), Cfp.
Zach Kirkby, B Comm (Finance), Cfp previously worked as Certified Financial Planner, Trudy Butt & Associates Private Wealth Management at Ig Wealth Management and Child and Youth Worker at New Heights Youth Center. Zach Kirkby, B Comm (Finance), Cfp holds Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance from University Of Guelph.
Company email context
Email format at iA Private Wealth
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iA Private Wealth
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Profile bio
About Zach Kirkby, B Comm (Finance), Cfp
Zach Kirkby, B Comm (Finance), Cfp is a Certified Financial Planner at iA Private Wealth. They possess expertise in time management, teamwork, excel, microsoft office, economics and 14 more skills. They is proficient in French.
Listed skills include Time Management, Teamwork, Excel, Microsoft Office, and 15 others.
Current workplace
Zach Kirkby, B Comm (Finance), Cfp's current company
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Ia Private Wealth
Website
AeroLeads page
10 roles
Zach Kirkby, B Comm (Finance), Cfp work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
🔹 Helping individuals and families achieve financial well-being through comprehensive planning and personalized strategies.🔹 Specializing in holistic financial planning, I integrate various facets of your financial life to create a roadmap for your future success.🔹 With a focus on understanding your unique goals, values, and aspirations, I craft customized solutions that align with your vision for the future.🔹 From investment management and retirement planning to risk management and estate planning, I provide guidance every step of the way.🔹 Committed to empowering my clients with the knowledge and tools they need to make informed financial decisions and achieve lasting financial freedom.Let's connect to explore how I can help you build a solid foundation for your financial future!
Certified Financial Planner, Trudy Butt & Associates Private Wealth Management
Investors Group Financial Services Inc.Working with the Trudy Butt & Associates Private Wealth Management team to deliver a unique support experience to our network of families. I am especially passionate about educating and assisting our client’s and younger generations to fully achieve their investment and financial needs.
Feb 2014 - May 2024
Child And Youth Worker
New Heights Youth Center
May 2013 - Dec 2013
Student
University Of Guelph
Sep 2008 - Apr 2013
Summer Student
Durham Regional Police Service
Aided in the review and creation of the 2013 budget.Provided training materials and workshops primarily in Microsoft Excel, but also in other Microsoft Office tools.
May 2012 - Aug 2012
Program Analyst
Currently provide administrative support to different divisions during their input phase of the budgeting process.Creating training documents for Microsoft Office products
Jan 2012 - Apr 2012
Client Renewal Manager
May 2011 - Aug 2011
Co-Op Student
Sep 2010 - Dec 2010
May 2010 - Aug 2010
3 education records
Zach Kirkby, B Comm (Finance), Cfp education
Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance
Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance
Clarington Central Secondary School
Education record
Bowmanville Highschool
FAQ
Frequently asked questions about Zach Kirkby, B Comm (Finance), Cfp
Quick answers generated from the profile data available on this page.
What company does Zach Kirkby, B Comm (Finance), Cfp work for?
Zach Kirkby, B Comm (Finance), Cfp works for iA Private Wealth.
What is Zach Kirkby, B Comm (Finance), Cfp's role at iA Private Wealth?
Zach Kirkby, B Comm (Finance), Cfp is listed as Certified Financial Planner at iA Private Wealth.
Where is Zach Kirkby, B Comm (Finance), Cfp based?
Zach Kirkby, B Comm (Finance), Cfp is based in Oshawa, Ontario, Canada while working with iA Private Wealth.
What companies has Zach Kirkby, B Comm (Finance), Cfp worked for?
Zach Kirkby, B Comm (Finance), Cfp has worked for Ia Private Wealth, Ig Wealth Management, New Heights Youth Center, University Of Guelph, and Durham Regional Police Service.
How can I contact Zach Kirkby, B Comm (Finance), Cfp?
You can use AeroLeads to view verified contact signals for Zach Kirkby, B Comm (Finance), Cfp at iA Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Zach Kirkby, B Comm (Finance), Cfp attend?
Zach Kirkby, B Comm (Finance), Cfp holds Bachelor Of Commerce (B.Com.), Management Economics In Industry And Finance from University Of Guelph.
What skills is Zach Kirkby, B Comm (Finance), Cfp known for?
Zach Kirkby, B Comm (Finance), Cfp is listed with skills including Time Management, Teamwork, Excel, Microsoft Office, Economics, Customer Service, Business Analysis, and Data Analysis.
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