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Learn how expert advice from CIBC advisor Richard set Patricia up for success.

Video: Patricia's Journey to Financial Confidence (1:30)

Meet Patricia: a determined mother who, although determined to work toward her goals, didn’t have all the financial tools to get there. Then she met Richard, her CIBC Imperial Service advisor, who helped her gain the knowledge and confidence to manage her money effectively. Together, they created a personalized plan that not only set her on the path to retirement but also allowed her to travel and finally kick off her dream renovations.

Transcript for the Patricia's Journey to Financial Confidence video.