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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

Services Overview

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

Creating Peace Of Mind For Your Financial Future


Helping people, families and professionals across the Fraser Valley manage, grow and preserve their wealth at every stage of life since 1987. 


Our holistic, white-glove approach brings you clarity, confidence and control over your financial future - all in one partnership

Start Your Plan Today

Meet Your Team

Who We Are

A Team That Works As One

At Kirkby Wealth Advisory Group, you’re backed by a seven-person team who coordinate every detail of your financial world - from investments to estate planning, insurance, philanthropy, and beyond.

We combine the strength of CIBC Private Wealth with personal, small-town service. Our structure ensures continuity, collaboration, and genuine care across generations.

  • 20 + Years Tracked Performance of Model Portfolio
  • Roundtable Style Collaboration With All Professionals
  • Connected Network of Professionals
  • Rooted in Abbotsford and Chilliwack, BC
  • Continuity of Service - Built Into Our Team


How We Help

Comprehensive. Personalized. Proven.

Our Approach Covers:

  • Investment Management: Portfolios tailored to your goals
  • Financial Planning: Relevant, comprehensive, holistic strategies built by CFP® Professionals
  • Estate & Legacy Planning: Proactively coordinated with all professionals (lawyers, accountants etc.)
  • Business Succession: Guiding owners through planning, sale or family transfer with clarity, control and confidence 

See How Our Process Works

We take the time to understand what matters most - your family, your business, your lifestyle, your legacy - then we build a plan that fits. 

We simplify your financial life - so you can focus on living it. 


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Our Process To Peace Of Mind

Clarity From Day One

1. Discovery Meeting: We get to know you, your priorities and goals. We aim to know our clients better than they know themselves.

    2. Investment Strategy + Comprehensive Financial Planning + Roundtable Approach: Once we fully understand your goals, risk tolerance, concerns and entire situation we implement your investment plan while simultaneously building out your financial roadmap and aligning all appropriate professionals.

      3. Implementation + Accountability + Full Transparency: We implement every client plan with full transparency and we define how we hold ourselves accountable to you every step of the way. 

        4. Ongoing Support + Proactive Management and Guidance: Reviews, rebalancing, proactive communication - all year long.


        You'll never wonder whose handling what. Every team member has a dedicated role to support you - the Kirkby Group is a seamless team operating as one.


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        "Your left hand is always talking to the right."

        ~ Longtime Kirkby Group Client 

        Book Your Discovery Meeting


          Why Choose Us?

          Extensive Experience. Proven Record. Continuity of Service.

            • A Coordinated Team Approach: One table, one team, one goal.

            • Transparency & Communicated Accountability: Clear fees, clear reporting, clear communication. We report our accountability to you.

            • Continuity of Service:  A dedicated succession plan ensures your family’s relationship with us lasts generations.

            • Deep Roots: Proudly serving local families, business owners, and professionals for four decades throughout the Fraser Valley.

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              Success Stories


              What do our clients think of us?

              "They have given us a great deal of confidence and helped ease the anxiety..."

              "What truly sets them apart is their family-oriented and personable approach..."

              "They have taken the worry out of investing for us..."

              "They've made sure we understand what they're doing and why, at every stage..."


              Read What Our Clients Say


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              Meet Your Team

              Behind every successful client is a team that knows their story.


              Cameron Jay Kirkby, CIM®: Branch Manager, Senior Investment Advisor

              Steve Steinebach, CIM®, CFP®: Associate Investment Advisor 

              Brent Johnson: Associate Investment Advisor

              Jill Laing: Financial Associate

              Tracey Watkins, CFP®: Financial Associate

              Laurie Kuiken, FMA: Client Associate

              Chantelle Bonjer, FMA: Financial Associate

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              Start Your Story Today

               
               
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              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.