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.
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.
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.
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.
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!
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.
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.
Advisory board
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Wendy Natawidjaja, B.Sc.
Private Banking Advisor
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Lee Berti, BA
Senior Trust and Estate Consultant
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Robert An, CPA, CGA, CFP®, CLU, CIWM, TEP
Wealth Strategist
Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.
In addition to his CPA, CGA, CFP, CLU, TEP and CIWM designations, Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.
Rob is an active volunteer with FP Canada, CPA Canada, CPA BC and the SFU Mentor in Business program.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Wendy Natawidjaja, B.Sc.
Wendy's passionate about helping her clients and starts by understanding her clients' financial goals whether it’s cash and credit management, investments or planning, and develops services customized to their unique needs. She works with highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help clients achieve their financial goals.
Lee Berti, BA
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.