Introducing the team
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]
Cameron Jay Kirkby, CIM®
Cam Kirkby is the founder and visionary behind the Kirkby Wealth Advisory Group, a team of seven experienced wealth management professionals. As one of their clients beautifully put it, "their left hand is talking to the right". The Kirkby Group operates as a seamless, unified team with unmatched synergy, a long-standing history together, and a solid succession plan in place.
With over three decades of experience in the financial services industry since 1987, Cam and his team have earned the trust of a wide variety of individuals and families, helping them to manage and grow their wealth. Cam provides holistic wealth management and collaborates with a broad network of trusted professionals to ensure every client's needs are fully addressed.
Cam's approach to wealth management centers around holistic financial planning and proactive management tailored to each client's unique circumstances and goals. He places a strong emphasis on building and maintaining trust, both within his client relationships and within the community. Through transparent and open communication, Cam guides clients towards peace of mind, ensuring they are well-supported at every stage of their journey.
Over the years, the Kirkby Group has maintained long-lasting relationships with many clients, some of whom have been with Cam since the beginning of his career. In fact, some of these client's children and grandchildren have continued to trust the team with their wealth management needs. These enduring relationships are at the core of Cam's investment philosophy, which is rooted in accountability and dedication to helping clients achieve their financial goals and dreams.
Cam and the Kirkby Group are confident in their processes, are passionate about helping people and are wholeheartedly dedicated to every client.
Outside of work, Cam leads an active lifestyle and is very much a family man. He enjoys playing hockey, traveling, and spending most of his free time in the company of his family and cherished grandchildren.
Steve Steinebach, CIM®, CFP®
Steve is passionate about helping people, learning new things, sharing knowledge, and making you smile. Since 2015, his purpose at CIBC is to help you achieve your wealth ambitions—whatever they may be.
With a talent for simplifying complex financial concepts, news, and jargon, Steve helps you better understand the role money plays in reaching your goals and gaining peace of mind. He guides you toward sound strategies for investing, planning, and tax efficiency, helping to build your long-term financial security.
With 37 years of success in business, real estate, and investment, Steve has always relied on a win-win philosophy: his success comes from helping his clients succeed first. Over the years, he has mastered the ability to balance the fine details of wealth management with a client-first approach—always keeping the big picture in focus. After all, money is just a tool to help us do what matters most, yet too often, we find ourselves comparing our progress to things that don’t truly matter.
Most importantly, the lasting relationship of trust he builds with clients is far more significant than the bottom line. Like everyone in the Kirkby Wealth Advisory Group, Steve treats every individual as a person, not just a business opportunity.
A lifelong resident of Chilliwack, Steve and his wife Karen live on a small acreage with their two dogs and three cats. He enjoys reading, crosswords, and anything involving his tractor or excavator—but most of all, he cherishes time with his family, which includes 5 grown children and 13 grandkids. As a proud member of the Rotary Club of Chilliwack and a strong supporter of the Canadian Cancer Society, Steve is dedicated to giving back to his community and the world around him.
Brent Johnson
Whether on the football field or in the office, Brent Johnson has always focused on teamwork and excellence in achieving success. After 11 years as a professional football player with the BC Lions, Brent transitioned to the investment world with a focus on personalized wealth management solutions. Brent took many skills learned on the field such as teamwork and accountability to his profession today.
Over the last decade, Brent has been dedicated to providing full-service financial solutions to help ensure that clients receive comprehensive support throughout their wealth journey. From insurance and tax-efficient strategies to investing, protecting, maximizing, and transferring clients’ wealth, Brent is there to guide you every step of the way. Brent has a calming demeanor, is extremely confident in his teams philosophies and is always willing to listen and help guide his clients through anything. You can count on Brent to call you first.
Outside the office, Brent enjoys an active lifestyle including skiing, biking and cooking delcious meals with his wife Lara and their young son Roman.
Jill Laing
Jill’s passion for people’s life stories and seeing her clients truly achieve financial peace of mind have guided her career from general administration at the Abbotsford branch to working in financial planning with the Kirkby Wealth Advisory Group. Today, more than ever, she believes that too many people talk but not enough listen. Known for her warmth and ability to analyze information and simplify complex solutions, Jill and her team are committed to delivering personalized financial plans tailored to your unique needs.
As a quiet leader in the finance industry, Jill has taken the initiative to build trusted relationships with many professionals in the community. Fundamentally, she believes in the power of collaboration; more heads are better than one and no stone should be left unturned. Jill is dedicated to helping produce meaningful financial plans that ensure an unmatched client experience. It is her goal to learn what makes you happy and provide the most optimal solutions to help get you there.
Family is everything to Jill. As a mother of two beautiful boys, and a dedicated wife, she understands the importance of taking care of loved ones. Jill is passionate about ensuring that you receive comprehensive planning that addresses your intergenerational wealth transfer needs. The Kirkby Group has taken a thoughtful approach to this topic and strategically involves your professional network, like accountants and lawyers, to make sure your wealth can be passed down according to your wishes, effectively and in the most tax-efficient manner.
Outside the office, Jill stays busy furthering her financial education, attending sports events for her active boys, hiking, running and connecting with family and friends. She loves a good meal, especially when it is paired with good company and lots of laughs. Helping others truly fuels Jill’s soul. Trust that her and her Kirkby Group family will help yours!
Tracey Watkins, CFP®
Tracey is experienced and focused daily on Financial Planning in the office and a devoted mother with two beautiful daughters at home. Described as passionate, confident and funny, she values both hard work and the importance of enjoying life’s journey towards success.
Since 2009, Tracey has been an integral part of the Kirkby Wealth Advisory Group, a group of wealth management professionals dedicated to excellence and process-driven practices. Starting from the ground up, Tracey has amassed years of invaluable experience and has earned one of the most highly recognized designations in the industry as a CFP® professional. She also has an extensive background in comprehensive planning software such as FP Solutions and Goal Planner by Voyant.
You will meet Tracey when she takes you through the team’s planning process, either as a new or existing client. Relationships and Financial Planning are at the heart of everything we do for our clients. Through a meticulous process that begins with gathering comprehensive information and ends with providing you peace of mind, Tracey helps ensure that you and your family’s needs are fully understood and addressed. In collaboration with the team, Tracey hosts RoundTable meetings with your professional network (lawyer, accountant etc.) to collectively and proactively strategize and plan with you and your family at the center.
Outside of the office, Tracey enjoys being outdoors, spending time with friends around a campfire, snowboarding down some powder covered alpine or strumming away at a guitar. She loves a sunny afternoon in her back yard paired with good music and her friends and family all sharing a laugh together.
Laurie Kuiken, FMA
Looking for answers? Need something done, right and on time? Unsure of who to go to, who to ask, what to do? Start with Laurie.
Being in the industry nearly 40 years, Laurie brings experience and dedication to every client interaction as one of the Senior Administrators at the Kirkby Wealth Advisory Group.
Having worked alongside Cam since the 1980’s, Laurie’s commitment to excellent client service is unwavering. Laurie will be one of two administrators that handles account management, trading, and then call you to come in and have a Portfolio Review with us. Laurie's long time experience makes her a great contact to answer any questions - she is always able to help.
Beyond her professional credentials, Laurie’s vibrant personality shines through as she shares recipes of delicious food and stories of her grandchildren (there’s four of them). Laurie has a beautifully infectious laugh and is always an understanding and empathetic ear to those around her. Laurie cares deeply about the team's clients and their experience with us. She recognizes the explicit trust the clients place on her and always executes tasks in timely and accurate fashion.
Outside of the office, Laurie finds joy in baking in her kitchen, playing with her grandchildren, planting flowers, walking with her husband Wayne and being part of her church community.
Chantelle Bonjer, FMA
Chantelle has more than 30 years of experience in the financial services industry; completing all the required industry courses (along with some extras just for fun!). As one of two Senior Administrators on the team, she plays a vital role in account management, ensuring accuracy of clients personal information, transferring money to and from clients bank accounts, rebalancing and many other daily or one-off tasks.
Chantelle’s specialties are working on projects, making sure things get done and checking things off lists (the best part). Chantelle has played a vital role in helping the Kirkby Group develop various documents and spreadsheets streamlining many processes of daily business activities. Chantelle always brings forth innovative ways to help the business run smoother and her expertise is always critical insight for the team. Chantelle is a wealth of knowledge and can answer any questions clients have. With the Kirkby Group, someone will always answer the phone.
Chantelle has a busy family, with a husband, three kids, two dogs and a cat. Outside of work, she enjoys sports, music recitals and family dinners and quiet moment with a good book.