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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Kirkby Wealth Advisory Group

  • Home
  • Who We Are
    • Meet The Team
    • Person Behind Professional
    • Team Video
    • A Message From Our Team
    • Contact us
    • Office Locations
  • About Us
    • New Client Info
    • Understanding Our Client
    • Our Process
    • Insights
  • Services
    • Services Overview
    • Investment Management
    • Financial Planning
    • Family Benefits
    • Roundtable Services
    • Philanthropic Solutions
    • The CIBC Network
    • Client Events
  • Community
    • Leap of Faith
    • CIBC RFTC
    • Miracle Day
    • Coldest Night
  • Testimonials & Success Stories
    • Testimonials
    • Success Stories
  • FAQ

Roundtable Services

Address 32555 Simon Ave, Suite 200 Abbotsford BC, V2T 4Y2
Telephone Number (604) 864-3860
Email Email us
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Roundtable Services

Working with the Kirkby Group is a holistic white-glove approach.

Every service we offer is an integral piece of a larger puzzle - each one thoughtfully designed to work in harmony with the others. Together, they create the complete picture of your holistic management experience with the Kirkby Group.

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.

 
RT

Here is what these meetings deliver:

  • One cohesive strategy that works in sync
  • Streamlined communication
  • Unified, proactive planning aligned to your goals
  • No more acting as the go-between
  • Less stress and mental load on your shoulders
  • Clear accountability across all professionals
  • Tangible action steps moving forward
  • Potential savings on time and fees
 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.