Puzzle Piece Four: Roundtable Approach
No longer reserved for the "ultra-wealthy".
Once we complete a full financial plan, we offer an additional service that naturally follows: our Roundtable process.
One table. One team. One goal: Your success.
To the clients of the Kirkby Group it means we act as your quarterback - bringing all your professionals together in a coordinated, roundtable style meeting where we collaborate for you, not around you. When clients have complex wealth situations or require input from multiple professionals - such as lawyers, accountants, trust and estate specialists - we host and facilitate a meeting. We handle all the background work, preparing your other professionals, setting the agenda, and asking the right questions to ensure a productive discussion. We have hosted many Roundtable meetings and have seen firsthand the positive results they deliver. This approach, once reserved for the ultra-wealthy, is now available to any client for whom it makes sense, as an added value.
The Benefits?
This service saves our clients time, frustration, and potential costs. For years, our team has focused on building strong relationships with Centers of Influence (COIs), both within and outside of CIBC. We regularly partner with lawyers, accountants, private and commercial bankers, estate specialists, wealth strategists, trust specialists, and more.
Our extensive network allows us to confidently refer and collaborate with the right professionals for your needs.
The Roundtable process is a powerful way we simplify your life, ensuring your financial affairs are managed seamlessly and efficiently.
