Kirkby Wealth Advisory Group About Us Team Video

Title: Introductory team video of the Kirkby Wealth Advisory Group

Approved Video Transcript with accessible transcript

(Upbeat Music throughout entire video)

[CIBC Logo displays and man (Cam Kirkby Senior Wealth Advisor) walks into a building]

[As man talks of *1* voice over commentary continues with visual displays of each team member sitting facing the camera flash in order: Cam Kirkby Senior Wealth Advisor, Branch Manager, Tracey Watkins Financial Associate, Jill Laing Financial Associate, Chantelle Bonjer Financial Associate, Laurie Kuiken Client Associate, Brent Johnson Associate Investment Advisor, Steve Steinebach Associate Investment Advisor”, visual of Cam talking and then B Roll image of two women and two men at a boardroom table, Brent Johnson pointing to a document on the table with their pen having a meeting as voice over commentary continues]

CAM: *1* “I think the true benefits of working with our team are you are dealing with people that are driven by integrity, honesty,(...) compassion, very different personalities, but all very strong core values. We're really good at making the clients feel very comfortable, very relaxed, and really enjoy being a part of our group.”

 

[Steve Steinebach on screen starts speaking *2*, voice over commentary as Brent Johnson walks down a long hallway with agricultural images on the wall, Brent then sits at desk and turns on computer, reviews his screens. Commentary continues as Steve Steinebach now enters and proceeds to sit at his desk and puts coffee cup down on desk, Steve then begins to look at various handheld pictures of various people of different ages and demographics, unknown female hands begin to pick up pictures, including an image of two riders on horses]

 

STEVE: *2*”The Kirkby Wealth Advisory Group is a wealth management firm, meaning we do all of the things that help people invest their money, make their money grow, take care of all the things around their finances.(...) We see that as the base commodity of what we do, meaning it's an important tool, but what we really do is we help people achieve whatever's important to them,

basically help them make their dreams come true. Kind of corny, but it's absolutely true. We provide a multitude of services to clients. We've managed to create the team that covers off of each one of those.”

 

[*3* Cam Kirkby sitting at his desk on the phone looking at market graphs on his computer]

CAM: *3*”We provide a multitude of services to clients. We've managed to create the team that covers off of each one of those.”

 

[*4* voiceover Brent talking, first he is sitting upon his desk gesturing on his hands the various team members he speaks of. Next Jill Laing is on screen working at her desk checking something off on her piece of paper. Next Tracey Watkins is reading at her desk on her computer. Images then snap a moment of Chantelle on the phone at her desk and Laurie smiling while sitting at a table.]

 

BRENT:*4* “We're a seven person team. We have three advisors who would be me, Steve, and Cam. We have two planners, Jill and Tracy. And then we have our two assistants, Chantelle and Laurie.”

 

[*5* Cam is speaking from his desk and voiceover commentary continues. Jill and Steve sitting at a desk working off the same piece of paper. Steve proceeds to walk down a white hallway with a tall fig plant behind him. Tracey exits from her office and meets Steve in the hallway, they begin discussing charts on a piece of paper]

 

CAM: *5* “They work very well together. They all bring different personalities,(...) different expertise to the team, but they have one common thing. They want to have fun doing what they love doing, which is taking care of our clients.”

 

[*6* Steve talks and voiceovers a scene of Cam standing in the boardroom at a TV, on the TV is a chart produced by CIBC, two clients a man and woman are sitting at the boardroom table listening to Cam’s discussion. The clients are in shot and are nodding along to Cam’s presentation]

 

STEVE *6*: “Ultimately, we want to be like your own personal CFO. You go live your life and we'll look at everything that has a financial implication and we'll assess those things and proactively guide you down that path. “

 

[ *7* Laurie begins to talk and it flashes to a boardroom shot of the team with Steve, Chantelle and Cam sitting at a table. The blinds are drawn and you can the CIBC logo on the window. The camera continues around the room and Tracey, Brent and Laurie are now on screen with CIBC documentation on the TV screen behind them. The group is conversing. It ends with Laurie sitting atop her desk speaking]

 

LAURIE: *7* “All of our strengths come together to help some pretty unique circumstances. We have the bandwidth to help almost anybody.”

 

[*8* Voice over begins and Steve is on screen talking to a group of people at an event, behind him is a big projector screen with CIBC logo on it. Brent comes on screen and he is at his desk looking at two computer screens, cloudy fall day behind him outside the windows. Brent then begins writing something on his notepad. Jill comes to screen and she is talking to Brent via the Teams call and is chatting with a keyboard in front of her. Next Cam is sitting at his desk and Chantelle presents him paperwork to sign, she takes the paperwork and walks off.

 

STEVE *8*: “We are a team. Our clients are getting all of us. Each role supports the other. The advisors providing the client feedback about what their needs are and then us making the decisions about what has to be done with their investments or with their specific accounts and then passing those instructions to Laurie and Chantelle and then having that trust that they're going to execute those things like they do, which is always great.“

 

[*9* Chantelle is sitting atop her desk talking, voiceover continues, then it goes to a scene of Laurie and Chantelle on a couch, you can see Brent and Tracey in the background. There is a big collage of pictures on the wall behind them, we don’t know of what yet. You see hands posting pictures on this large wall, you cannot make out what the wall is exactly yet]

 

CHANTELLE: *9* I think the reason it works so well is because everybody brings heart to this. Everything is sincere(...) and with the client's best interest at heart.(...) And I really think that people feel that when they come in.

 

[*10* Tracey is on screen and she is looking at a photo in her hands with a smile, you see the image she is looking at which is a picture of 6 people on a boat heading under a bridge. You see another picture being posted on the big wall that you have not yet seen. Tracey is now on screen and sitting atop her desk. There are framed designations behind her on the wall and artwork on the other side. Voiceover continues and people are looking at pictures and posting them on the wall. ]

 

TRACEY : *10* “Our relationships with our clients are lifelong. We start with one client and over the years, they then bring their children in because they know that they're in good hands with us. And then it becomes this generational family relationship that we have with our clients. “

 

[*11* Cam speaks directly to camera]

 

CAM *11*’That is what I think separates our team from everybody else.”

 

[*12* Jill is working at her desk and referencing a sheet as she begins to talk to Steve who is standing in her office doorway. It breaks back to the original client meeting and Jill is shaking the clients hand goodbye as they thank them.] 

 

JILL: *12*” When we do a full financial plan and we come up with some solutions, I think it gives the client the ability to feel like, "Oh, I got that off my chest, you know, and I've got one more thing in my life taken care of." And if we can give that peace of mind to each client, then we've done our job.”

 

[*13* Tracey is talking at her desk and then it flashes to an image of her laughing in slow motion, she is now in a backyard scene with the other team members.

 

TRACEY *13* “The look on their face, the look of relief, the big hug I get at the end of a meeting, that's the success stories to me. And what makes my job feel so important.”

 

[*14* Steve is talking atop his desk, it then flashes to Brent in the backyard scene standing against green foliage with a big smile on his face]

STEVE: *14* “You're dealing with just regular people and just helping them make the rest of their life work better. And this is a pretty nice place to come every day.”

 

[*15* Laurie is talking and you see the team laughing and enjoying each other’s company in the backyard, it pans amongst them, everyone is very happy and smiley. ]

 

LAURIE *15*: “We have developed great relationships with all of our team members. And it truly is a joy to be part of the Kirkby team. Absolutely it is. It's about people.”

 

[*16* As Brent begins talking the whole team is huddled together for a team picture, everyone is smiling and embracing each other in the back yard with their arms around one another]

 

BRENT *16* “I pinch myself sometimes because I truly feel like with the clients I get to work with, the team I get to be surrounded by now, wouldn't trade it for the world.”

 

[*17*Image of Cam talking and then it goes to a shot of Brent smiling and posting something on a wall, he looks over his shoulder to smile at Tracey and you see he is posting the group team picture they took in the backyard previously, as the camera pans back you see a big wall of various pictures of people doing activities such as golfing, boating, traveling, at a lake, on horses… these are images of the Kirkby Team’s clients, living out their dreams, the team is smiling and pointing to pictures as the camera pans out. Various close ups of the client images go in front of the screen, family shots. As the camera continues to pan out more team members come into view as they chatting, looking at documents, more pictures flash on the screen, a grandma and her grandchild, a lady traveling. Laurie tracey and Jill are looking at the wall, pointing, chatting and smiling. Steve then points.

 

CAM *17*:I think the biggest achievement that I feel through all of this is the relationship I have with the clients. I have clients that I've been dealing with since 1987. They are friends.(...) That's an achievement. Nothing's concrete, but yet we've been able to do our planning and tell clients, this is what you can expect over the next 10, 15, 20 years. And then we're able to now look back and say, here's what we told you 10, 15, 20 years ago. And here's where you are. That to me is really, really cool.”

 

[ Concludes with Cam smiling at his desk, Creating Peace Of Mind appears across the screen and the CIBC logo with disclaimer close out the video]

Kirkby Group Video Transcript + Descriptive text

April 30, 2025

000.01: Video opens with CIBC Wood Gundy title page

1s(00:01)~25s(00:25):

[A man wearing a plaid blazer is standing at a table, gesturing towards some papers while another person sits behind him. The camera focuses on two men sitting across from each other at a conference room table]

[ Cam Kirkby in a suit jacket addresses the viewer directly against a backdrop featuring large windows showcasing trees and buildings outside. Cam continues his address to the viewer, maintaining eye contact throughout this segment.]

Cam Kirkby:

“When we start with a client, they will say, oh, you know, I want this return. I'm hoping I could get this return to make sure that I'm going to be able to retire. I'm not 100% comfortable that I can do that. I don't know what kind of return I need to get to retire. I don't think I have enough money. These are very common refrains when we start dealing with clients. For a client to be successful,”
 

26s(00:26)~49s(00:49): ]

[Cuts to a wider shot of a conference room where three individuals are seated around a table. Two women and a man are present. The camera focuses on the two women at the table. Two women looking attentively toward someone off-screen. Both women are holding mugs.]

[ The scene changes to a different setting within the same office space, where three people are observing data displayed on a screen mounted on the wall, camera cuts back to Cam Kirkby, who continues to speak directly to the camera]

[ Video returns to the conference room, showing the three individuals still seated around the table, two women again, who are now looking at each other and smiling.]

[ Now back to Cam Kirkby, who continues to speak directly to the camera. He gestures with his hands and maintains a serious expression. Camera returns to the conference room, showing the three individuals still seated around the table. The man is now looking at the screen mounted on the wall, while the two women are looking at each other.]

[Cuts back to Cam Kirkby, who continues to speak directly to the camera. He continues talking]

[Turns to the conference room, showing the three individuals still seated around the table. The man is now looking at the screen mounted on the wall]

 

Cam Kirkby:

in my eyes and our team has achieved what it set out to do to make the client comfortable and successful is first of all understanding our client we aspire to understand our clients better than they understand themselves and we feel once we do that we can help them achieve success for them that takes financial planning it takes”

49s(00:49)~73s(01:13):

[Cam Kirkby is speaking directly into the camera talking]

[Scene shifts to a group of four individuals engaged in a discussion around a roundtable setup. The group continues their discussion, with papers and pens scattered on the table. The group remains engrossed in dialogue]

[Cam continues to speak directly into the camera]

[The scene shifts back to the group discussion, with the individuals continuing to engage in dialogue. Cam resumes speaking directly into the camera]

Cam Kirkby:

“gathering all the data, finding out exactly where they are today, understanding what the family dynamics are, understanding what's important to our client, their tolerance for emotional roller coaster rides, which they would refer to as risk. Once we understand all of those things, we can start to address them and help the client feel comfortable through them. So we do the planning.”

1:14- 1:41

[The camera focuses on a woman in a red jacket sitting at a table, looking at a computer screen. A man in a suit sits across from her, and they appear to be engaged in a conversation.]

[ The camera captures a close-up of a man in a dark shirt, who is speaking and gesturing with his hands. The camera focuses on a woman standing in front of a screen, pointing at a chart with her right hand. She appears to be presenting information to the group. The camera captures a close-up of a woman with glasses, who is pointing at a document on the table. She is engaged in a discussion with a man sitting across from her.]

[camera shows a woman in a red floral dress standing next to a man who is writing on a document. They are both focused on the document, and the woman appears to be explaining something to the man.]

[The camera returns to Cam, who is speaking directly to the camera]

Cam Kirkby:

“We establish, first of all, what they want their life to look like when they're retired and through retirement. We then work to understand what it will take to achieve that. So if we had a client and we can go through our planning and say, you know, if you get a six or seven percent return, you're going to have this much left when you're done. Do you really want to take on the extra volatility, which is the part that makes you uncomfortable, to have more?”

102s(01:42)~125s(02:05):

[An older gentleman adjusts his glasses while engaging in conversation, likely discussing matters pertinent to the meeting context. He pauses momentarily, touching his face]

[A woman dressed in red approaches a computer keyboard placed centrally on the table She takes a seat next to a man already positioned at the table]

[ Now joined by another participant, she engages both colleagues simultaneously, continuing her discourse ]

Cam Kirkby:

“And some clients might say yes, but the majority will say no. I'm very comfortable. If I can get a return that will make my life comfortable for the rest of my years, that's what I want to do. We establish what that looks like for them. We then make sure that we're on top of it every couple years to address anything that's different and rerun everything to make sure we're still on track.”

126s(02:06)~154s(02:34):

[ A man leans forward slightly, pointing emphatically at something out of view. A woman stands near a presentation screen displaying 'Personal Net Worth', using a marker to highlight specific sections]

At a desk, a woman stands leaning over a document held open by a seated colleague, guiding him through its contents. Cam Kirkby resumes his direct address to the camera, maintaining consistent eye contact.]

Cam Kirkby:

“We monitor the portfolio so that it achieves exactly what we said it would achieve. We try to answer questions before our clients have them. In the 38 years I've been doing this, and I still deal with clients that I started with in 1987, I have found success when they don't phone us, we phone them. Very proactive in money management style, very proactive in global affairs”.

155s(02:35)~173s(02:53):

[A man in a suit is sitting at a table, gesturing with his hands as he speaks. Cam speaks to the camera.]

[A woman in a white sweater shakes hands with a man in a suit in front of a screen displaying financial data.]

[The man in the suit shakes hands with another man in a black jacket, while a woman in a white sweater and another woman in an orange top look on.]

Cam Kirkby:

“very proactive in what our clients' lives are like, how they're evolving, planning, everything, all the things that are necessary to make sure that we can help them sleep at night and never think about the finances again. “

Video concludes with a slide saying “Creating Peace of Mind”

CIBC Private Wealth Disclaimer slide appears last, it reads:

“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (CAM); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (WMI). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (ISI), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc. CIBC Private Wealth services are available to qualified individuals. The CIBC logo and CIBC Private Wealth are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.”