Zach Kirkby, B Comm (Finance), Cfp, Rrc
About Zach Kirkby, B Comm (Finance), Cfp, Rrc
Zach Kirkby is an Associate Consultant at Trudy Butt & Associates Private Wealth Management, specializing in mortgage planning and comprehensive long-term financial planning. He holds a Bachelor of Commerce in Management Economics in Industry and Finance and has over a decade of experience in financial consulting, focusing on educating younger generations about their financial needs.
Work at IG Wealth Management
Zach Kirkby has been serving as an Associate Consultant at IG Wealth Management, specifically within Trudy Butt & Associates Private Wealth Management, since 2014. Over the course of ten years, he has built a reputation for working closely with individuals and families to address their financial needs. His role involves educating clients, particularly younger generations, on investment strategies and financial planning.
Education and Expertise
Zach Kirkby holds a Bachelor of Commerce (B.Com.) degree in Management Economics in Industry and Finance. He completed his studies at the University of Guelph from 2008 to 2013. Prior to that, he attended Clarington Central Secondary School and Bowmanville High School. His academic background provides a solid foundation for his expertise in financial planning and mortgage strategies.
Background
Zach Kirkby has a diverse professional background that includes various roles in finance and sales. He began his career as a Co-op Student at Hydro One in 2010 and later worked as a DeWalt Field Sales Rep/Event Rep at Stanley Black & Decker, Inc. for three months in 2010. He also served as a Client Renewal Manager at Sanimax in 2011 and as a Program Analyst at the Ontario Ministry of Finance in 2012.
Achievements
Zach Kirkby specializes in mortgage planning and comprehensive long-term financial planning. His focus on educating younger generations about financial literacy and investment strategies reflects his commitment to helping clients achieve their financial goals. His extensive experience in various roles within the finance sector contributes to his effectiveness in his current position.