Client Testimonials
We have been investing with Cam Kirkby, Steve Steinebach and their team at CIBC Wood Gundy for more than 20 years. They have taken the worry out of investing for us. They put together an excellent BluePrint of where we are financially and helped us clarify both our short- and long-term goals.
The whole team has been great to deal with. They are easy to contact, prompt with their replies and they have truly worked for our best interests. We have done very well with their wise and disciplined approach, and I would highly recommend them.
~ Retired Dentist
I have had the pleasure of working with the Kirkby Wealth Advisory Group, and I can confidently say that their proven and consistent returns have been exceptional. Their expertise and strategic approach to wealth management have consistently delivered results that exceed expectations.
What truly sets the Kirkby Group apart is their family-oriented and personable approach. They take the time to understand each client's unique needs and goals, making you feel like a valued member of their extended family. Their genuine care and dedication to their clients' financial well-being are evident in every interaction.
I highly recommend the Kirkby Group to anyone seeking a reliable and personable wealth management advisor.
~ Accounting Partner
We’ve worked with the Kirkby Group for more than twenty years and have been extremely happy with everything they’ve done for us. What stands out is not just how well they’ve grown our money, but how they’ve made sure we understand what they’re doing and why, at every stage. This has given us an incredible amount of confidence in how they manage our investments. It’s always been a clear and systematic process focused on long-term growth and risk management, not risky get-rich-quick methods.
Their professionalism and ability to explain things in ways that make sense has given us confidence and removed anxiety when the markets swing wildly. And knowing they’re invested in the same portfolio as us shows they have faith in their investment philosophy and methods. Over the last 10 years, our lives have changed dramatically, as we sold our business and retired. This was a long and complicated process, but the financial planning and administrative support from the Kirkby Group helped us transition from a pay cheque mentality to living off our investments. For us, the learning curve was significant, and it was invaluable to have someone walk us through all the scenarios so we could make good decisions and understand the long-term impact on our lifestyle.
Today, we’re so much more comfortable and feeling in control of our future! We used to think a financial advisor would just tell us how to invest. But the Kirkby Group has helped us in more ways than expected, and with their guidance we’re now living the life we dreamed of for years, with confidence and peace of mind!
That’s meant the world to us!
~ Retired Business Owners
Many thanks for calm, common sense and integrity.
I'm sure you have been fielding many concerns, possibly including your own, about the coming days and the financial impacts.
Thank you for all you do.
You have my implicit trust in managing whatever comes our way.
~ Cindy
In the realm of financial advisory services, the importance of a knowledgeable and dedicated advisor cannot be overstated, particularly for those, like myself, who find themselves navigating the complexities of investment for the first time. I am pleased to share my experience working with Steve Steinebach as my investment advisor. Growing up in a household that emphasized the necessity of saving money in a bank, I entered adulthood with a limited understanding of investment opportunities. As a young adult in my 20s, I approached the world of investing with apprehension. However, from our very first meeting three years ago, Steve's expertise, guidance, and unwavering dedication have put my mind at ease.
Steve's extensive knowledge of the financial landscape is immediately apparent. He possesses a deep understanding of various investment vehicles, market trends, and economic indicators, which he articulates with clarity and precision. His ability to break down complex financial concepts into digestible information has been invaluable to me. When we meet, he does not merely present me with a plethora of numbers; rather, he contextualizes the data, ensuring that I understand the implications of each decision being made. This approach has been particularly beneficial for someone like me, who was raised with a traditional mindset about savings and is now learning to embrace the broader spectrum of investment opportunities.
What stands out most is Steve's enthusiasm for working with clients in their 20s. He never fails to remind me of the importance of starting early in my investment journey. His encouragement has instilled a sense of urgency and motivation within me to take proactive steps toward securing my financial future. This perspective is invaluable, especially for someone who is just beginning to explore the world of investments.
Steve's client-centric approach is particularly noteworthy. He takes the time to understand my unique financial situation, future goals, and risk tolerance. This personalized attention has made me feel valued and respected as a client. He actively listens to my concerns and questions, addressing them with patience and understanding. This level of care has significantly alleviated my anxieties about investing, allowing me to focus on my long-term financial objectives.
Finally, one of the most commendable aspects of Steve's approach is his detail-oriented nature and passion for finance. He meticulously walks me through every step of the investment process, which reassures me that my financial future is being handled with the utmost care and consideration. This thoroughness instills a sense of confidence in me, as I know that my investments are being managed with the highest level of attention. His passion for finance is palpable, and it translates into a genuine care for his clients' financial well-being.
I am grateful for the guidance he has provided and look forward to continuing my financial journey with his support.
~ Katie
I have been a client of the Kirkby Wealth Advisory Group for 18 years, and since that time, have relied on their expertise in building and maintaining my investment portfolio, with excellent results. I am extremely impressed with my investment advisor, Steve Steinebach, and the whole Kirkby Group, whose efforts have been instrumental in growing my portfolio over the years.
~ Pattie
Cam has been our financial advisor for the past 35 years, as well as for my parents before us. We have been very pleased with the advice and direction we’ve received from Cam, Steve, and their team. Our results have been excellent, and we feel confident relying on them to manage our portfolio and investment needs.
Communication has always been outstanding, and we highly recommend the Kirkby Group.
~ Vicki
