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Fred McCutcheon
Fred has 20 years of experience in the full-service investment industry, providing investment advice and wealth management services to a wide range of corporate, charitable and individual clients. Prior to joining the investment industry, Fred spent almost 5 years practicing corporate/commercial and securities law at a major Canadian firm.
Bureau: Toronto
Mark O'Reilly
Mark is a seasoned wealth advisor with the wisdom and clarity that comes from decades of demonstrated success at helping families navigate the complexities of growing serious wealth. His busy clients appreciate that he is doing everything possible to ensure their wealth is being managed in the most effective way possible. They also like to enjoy a little fun and dry humour along the way. Several are still practicing their professions and most have been with him for many years.
Bureau: Toronto
Stephen Polonoski
Stephen is the senior investment advisor on The Polonoski Team. Stephen initially began his career on Bay Street in Toronto before moving with his family to the Region of Waterloo. Stephen has earned two degrees from Lakehead University and several designations from the Canadian Securities Institute. The Polonoski Team is happy to serve its’ global clientele fluently in English, French, and Spanish. The Polonoski team would like to speak to you regarding customized wealth management solutions to meet your objectives
Bureau: Waterloo
Michael Schachter
Michael leverages over two decades of experience in the legal and financial services industries to plan wealth management strategies that help minimize risk and tax impacts. Michael also assists affluent investors in developing their philanthropic legacy. He holds a bachelor of Law degree from the University of Alberta; a Master’s of Business Administration (MBA) degree from Wilfred Laurier University and the Canadian Investment Manager (CIM) designation.
Bureau: Toronto
Chris Schaefer
Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.
Bureau: Waterloo
Jeff Scruton
Jeff draws on over 13 years of Wealth Management experience, helping business owners, professionals and families to fully coordinate their financial lives. Jeff puts a unique process in place that brings all of the pieces together to simplify your life and truly maximize the potential of your wealth.
Bureau: Toronto
Matt Shadbolt
Matt has been working in the financial services industry for close to a decade. Prior to joining Kirby Private Wealth, Matt served as a management consultant in the investment industry, specializing in revenue optimization and analytics. His responsibilities include portfolio strategy, investment research, due diligence and trading. Matt holds an Honours degree in Commerce and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
Bureau: Toronto
Shane Silverberg
Blending over 17 years of capital markets experience, superior research and relationships, Shane selects the best investment instruments for his clients. Based on clients’ risk tolerance and time horizon, he designs tailored solutions that are customized to their unique set of circumstances. Shane works with clients to create personalized financial plans. He manages client capital on both a discretionary basis as well as an advisory basis. As a discretionary portfolio manager, Shane acts as a true fiduciary for the client. Known for his integrity, expertise, and professionalism, Shane seeks to make a positive contribution in the lives of all those who turn to him for advice. While acting as Manager, Investor Relations for two of Canada’s largest companies, Shane established lasting relationships with some of the top minds on Bay Street and Wall Street. To this day, he continues to foster connections with the industry’s brightest, as he strives to maintain an investment discipline focused on continuous improvement. He holds a PhD from the University of Calgary in Work and Organizations (Sociology), and a Masters from Western University in Demography (Sociology). These programs embedded within Shane a passion for research methodology and statistics.
Bureau: Waterloo
Gary Singh
Gary Singh began his career 40 years ago as a Security’s Analyst at Merit Investment Corporation. A year later, he became a broker, eventually rising to become Senior Partner and Senior Director of the firm. In addition to his professional and fiduciary responsibilities as a Director, Gary specialized in corporate finance and investment banking with a special focus on micro-cap and small-cap companies. Gary has been with Canaccord Genuity Wealth Management since 1996 when Merit was acquired by Canaccord. He is a Senior Investment Advisor.
Bureau: Toronto
Robert J. Smith
As Senior Portfolio Manager, Wealth Advisor and founder of The Smith Group, Robert Smith takes a leadership role in developing innovative wealth management strategies tailored to each client’s unique needs.
Bureau: Toronto
Frank Soave
Frank Soave has been running a wealth management practice since 1986. Frank and his team take the time to understand all your financial needs. By building a trusted relationship you can count on, he provides wealth advice and solutions to help you achieve objectives that are specific to you and your family, lifestyle, career and future goals. With a solid understanding of your financial priorities, Frank will recommend a wide range of investment strategies through objective advice.
Bureau: Toronto
Steve Stavridis
Steve brings over 28 years of experience in the investment industry to his clients, successfully advising individuals, entrepreneurs and families on all aspects of their financial, estate and tax needs. He graduated from York University in 1986 with an Honours degree in Economics and has been with Canaccord Genuity Wealth Management since 1996.
Bureau: Toronto