Director, Wealth Management, Senior Vice President, Senior Investment Advisor
With 20 years of experience in investment management, Peter Kirby leads Kirby Private Wealth, a distinguished wealth management team in Canada that serves a select group of highly successful individuals and corporate clients. Naturally energetic and goal-focused, he has built a loyal client base by helping his corporate and private wealth clients achieve their distinct financial and life goals. A recurring member of CGWM’s Chairman’s Club, Kirby Private Wealth is recognized as a top financial advisory team in Canada. Peter is also involved in charity work which includes co-chairing a board to help raise money for a local Toronto Hospital.
Peter Beck has a long tenure on both Bay Street and Wall Street, with over 25 years of experience as an institutional sales and liability trader for CIBC, Scotiabank, Merrill Lynch and Goldman Sachs in New York. Peter’s clients benefit from his profound cross-border market knowledge and his astute trading expertise. This experience allows him to deliver an unmatched comprehensive pension-style, institutional approach to managing all aspects of his client’s financial net worth. Peter is focused on capital preservation and downside protection. As a board member for an Ontario-based nonprofit, Peter contributes his financial knowledge to help provide housing solutions for those in need.
Matt Shadbolt , CIM
Investment Advisor & Portfolio Manager
Matt Shadbolt has been working in the financial services industry for over a decade. Since his time at Canaccord Genuity Wealth Management, Matt has carved out a unique role on the team as he is actively involved in niche markets. Offering a deep knowledge and understanding of specialty sectors alongside traditional portfolio management, he provides capital markets expertise to an array of high net worth clients, pension funds and family offices.
Rachel Kirkwood, CIM
Associate Investment Advisor
With over a decade of experience in the investment industry, Rachel is dedicated to helping clients navigate the investment landscape. Known for her timely and thorough approach, Rachel works with clients to help them reach their goals and objectives. Given CGWM’s unique product offering as an independent firm, Rachel offers clients strategic wealth management solutions alongside tactical asset allocation strategies for unique opportunities in dynamic markets.
Investment Advisor Assistant
Andrea began her career in the investment industry in 2000, after graduating with a Bachelor of Commerce degree. She joined Kirby Private Wealth in 2008 and is an integral part of the team. Thanks to her extensive experience in branch administration, she efficiently resolves account issues and ensures the smooth day-to-day operations of our team. Andrea’s attention to detail, analytical skills and financial background allow her to communicate effectively and handle a wide range of client needs.