Kamal Lidder is a seasoned investment advisor with over 18 years of experience in the financial services industry. He has worked with BMO Financial Group, and Nesbitt Burns, and currently works with CG Wealth Management, an independent firm offering wealth management solutions to professionals, entrepreneurs, retirees, local government, and philanthropic entities.

1. KAMAL LIDDER SHARES 7 TIPS
FOR EFFECTIVE
COMMUNICATION WITH YOUR
WEALTH ADVISOR

2. KamalLidderisaseasonedinvestmentadvisorwithover
18yearsofexperienceinthefinancialservicesindustry.He
has worked with BMO Financial Group, Nesbitt Burns,
and currently works with CG Wealth Management, an
independentfirmofferingwealthmanagementsolutionsto
professionals, entrepreneurs, retirees, local government,
andphilanthropicentities.
INTRODUCTION

3. Before meeting with your wealth advisor, it is important to
be clear about your financial goals. This includes short-
term and long-term goals, as well as any concerns or
questions you may have. By being clear about your goals,
your wealth advisor can provide tailored advice and
solutions that align with your objectives.
Be clear about your financial goals

4. Regular communication with your wealth advisor is key to
ensuring that your financial plan remains on track. This
includes scheduling regular meetings to review your
portfolio and discuss any changes in your financial situation
or goals. Additionally, it is important to communicate any
major life events that may impact your financial plan, such
as a new job, marriage, or the birth of a child.
COMMUNICATE REGULARLY

5. Don't be afraid to ask questions. Your wealth advisor is
there to help you navigate the complex world of
finance, and it is important to understand the advice
and recommendations they provide. If you don't
understand something, ask for clarification.
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ASK QUESTIONS

6. Honesty is crucial when working with a wealth advisor. It is
important to be upfront about your financial situation, including
any debts or financial challenges you may be facing. This
allows your wealth advisor to provide tailored advice and
solutions that address your specific needs.
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Be honest

7. Investing involves risks, and it is important to understand the
risks associated with your portfolio. Your wealth advisor can
help you understand the risks and rewards of different
investment strategies, but it is ultimately up to you to make
informed decisions about your investments.
Understand the risks

8. Your wealth advisor may recommend investment strategies or
solutions that you may not have considered before. It is important
to keep an open mind and consider their recommendations
carefully. While you may ultimately decide to go in a different
direction, it is important to consider all options before making a
decision.
Keep an open mind

9. Finally, it is important to review your portfolio regularly to ensure
that it remains aligned with your financial goals. This includes
reviewing your asset allocation, risk tolerance, and investment
performance. By reviewing your portfolio regularly, you can
make informed decisions about your investments and ensure
that your financial plan remains on track.
Review your portfolio regularly