Our Mission:
Creating Peace of Mind
Is the Kirkby Group a fit for me?
Who We Are
We are a team of seven wealth management professionals serving the Fraser Valley since 1987, with offices in Abbotsford and Chilliwack. Our team's long-term succession plan ensures continuity of service and expertise, while our extensive network of trusted professionals allows us to support you in all aspects of your life.
What We Do
We help our clients create peace of mind - whatever that means to you. As discretionary portfolio managers, we oversee an investment strategy that aims to consistently meet its financial targets and our performance tracking dates back to 2003. Our expertise includes investment management, holistic wealth planning, estate planning, intergenerational wealth transfer, family office services, and corporate succession planning.
We integrate your personal and corporate financial strategies to reduce complexity, minimize costs, and ease your workload while always remaining transparent and accountable to you. We believe there must be a mutual fit between our services and your needs, ensuring we act in your best interests while fostering a lasting relationship built on trust. Ultimately, our goal is to help turn your aspirations into reality while removing any worry off your shoulders so you can focus on enjoying your life.
Who We Serve
We work with individuals, families, farmers, business owners, foundations or anyone with sophisticated wealth management needs. Our minimum investable asset requirement is $700,000. If we’re not the right fit today, we can help connect you with the right professionals within our CIBC network or stay in touch until you’re ready to benefit from our services.
The Kirkby Group - at a glance
Overview:
Based in Chilliwack and Abbotsford, BC, the Kirkby Wealth Advisory Group has guided families, farmers, business owners, woman investors and professionals for nearly 40 years. We specialize in retirement planning, tax-efficient investment strategies, business succession, and multi-generational estate planning.
Our seven-person team delivers a round table approach - bringing together your investments, tax considerations, legal advisors, and estate plans under one coordinated strategy. Whether you’re preparing for early retirement, selling your business, or creating a fair legacy plan for your family, we simplify complexity so you can focus on living the life you’ve worked hard for.
Services include:
- Personalized retirement & investment planning
- Tax-efficient strategies for professionals and business owners
- Estate and succession planning for families and farms
- Wealth transfer & legacy planning across generations
- Integrated “One Table, One Team, One Goal” roundtable approach
- Empowering women investors with tailored financial strategies and guidance to support their unique goals and financial journeys
- Specialized guidance for individuals experiencing new wealth or a significant liquidity event
- Customized solutions for transitioning retirees to ensure financial security and lifestyle continuity
- Strategic planning for peak earning professionals to maximize wealth accumulation and protection
Proudly serving the Fraser Valley for decades, we combine the strength of CIBC Wood Gundy with the personalized care of a local advisory group.
Offices in Chilliwack and Abbotsford | Serving clients across the Fraser Valley
