CIBC Private Wealth Management Blog
Rogelio Duran
Wealth Strategies

7 Conversations You Should Have with Your Financial Advisor

Rogelio Duran
February 22, 2017

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...