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Artwork for Smart Advice

Smart Advice with Carissa Lucreziano

CIBC
Canada
Fixed Income
Investment Strategies
Financial Stability
Wealth Transfer
Interest Rates
Canadian Economy
Economic Trends
CIBC
Health and Wellness
Entrepreneurship
Ambitions Index
Alternative Investments
Capital Gains
Canadian Housing Market
Wills
Estate Planning
Financial Advice
Women Empowerment
Real Estate

Do you want to make the most of your money? Build wealth for your future? Better manage your debt? Smart Advice is a podcast that brings you financial advice, investment strategies and economic trends. Join CIBC's financial advice expert, and Certified Financial Planner Carissa Lucreziano, for conversations about money – and investing with timely insights from leading experts. You’ll learn how mak... more

PublishesTwice monthlyEpisodes41Founded3 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Smart Advice

Latest Episodes

Here are three reasons why you should listen to this episode:

• Understand how Canadian businesses can prepare for generational wealth transition.

• Gain practical tips on business succession, valuation, and managing complex family dynamics.

• Refle... more

Here are three reasons why you should listen to this episode:

• Gain insight into the practical and emotional complexities of intergenerational wealth transfer, including the rise of living gifts.

• Discover how wills and estate plans are key to ens... more

Here are three reasons why you should listen to this episode:

• Learn how interest rate cuts actually affect variable and fixed-rate mortgages, and what that means for your next renewal.

• Understand the regional differences shaping Canada’s housing... more

Here are three reasons why you should listen to this episode:

• Learn why now is the time to take advantage of Canada’s current capital gains rate and how it can impact your investment returns.

• Explore the ins and outs of owning property outside o... more

Key Facts

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Number of Listeners
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Recent Guests

Iain Gallagher
Managing Director and Head of Mid-Market Investment Banking at CIBC
CIBC
Episode: Protecting your legacy: Succession strategies for business owners
Richard Voss
Director of Wealth Strategies at CIBC Private Wealth
CIBC Private Wealth
Episode: Passing on wealth: Strategies to Give, Receive, and Thrive
Andrew Grantham
Senior Economist with CIBC Capital Markets
CIBC Capital Markets
Episode: Beyond the headlines: interest rates, housing and where the economy is headed
Jamie Golombek
Managing Director, Tax and Estate Planning at CIBC, with over 25 years of experience and a regular columnist for the Financial Post
CIBC
Episode: Tax Planning, Year-End Strategies, and Cross-Border Wealth with Jamie Golombek
Aaron Young
Executive Director and Head of Client Portfolio Manager at CIBC Global Asset Management
CIBC Global Asset Management
Episode: Bullish on bonds? An expert update on the fixed income market
Michael Keaveney
Vice President of Managed Solutions at CIBC Asset Management
CIBC Asset Management
Episode: How an investment expert plans for rising education costs
Dr. Noah Levine
Family medicine and occupational medicine physician at Cleveland Clinic Canada with over 25 years of experience in the field, focusing on health and resilience in the workplace
Cleveland Clinic Canada
Episode: Investing in yourself: Practical tips for a healthier, richer life with Dr. Noah Levine
Meric Koksal
Managing Director and Head of Product at CIBC Asset Management
CIBC Asset Management
Episode: What else can you invest in? How alternative investments are shaping the market
Sean Simpson
Senior Vice President of Public Affairs at Ipsos
Ipsos
Episode: What Canadians want: New CIBC poll reveals what matters most to us right now

Host

Carissa Lucreziano
CIBC's Financial Advice Expert and Certified Financial Planner, providing insights into personal finance and investment strategies.

Reviews

4.8 out of 5 stars from 44 ratings
  • exceptional

    awesome make more podcasts very in depth knowledge

    Apple Podcasts
    5
    JVo12
    Canada2 years ago
  • Great insights !!

    Really enjoyed listening to this podcast. The insights were relevant and easily digestible and both the host and guest speakers are engaging. Will continue listening!

    Apple Podcasts
    5
    Podcastreviewer81
    Canada2 years ago
  • Great advice!

    An excellent series that really helps break down important aspects of your finances!

    Apple Podcasts
    5
    Kano_newman
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the in-depth knowledge shared and find the insights relevant and digestible.
Engaging discussions lead to a greater understanding of important financial topics and strategies.
The quality of content and advice provided seems to resonate well with audience expectations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#140
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Protecting your legacy: Succession strategies for business owners
Q: What stalls the succession process and what makes it go smoothly?
Preparation is key; understanding personal goals and ensuring the business is ready for sale are crucial for a smooth transition.
Protecting your legacy: Succession strategies for business owners
Q: What should entrepreneurs do to be succession ready?
Entrepreneurs should invest in financial systems, learn to delegate responsibilities, and prepare their management team for future leadership.
Protecting your legacy: Succession strategies for business owners
Q: What are some important foundations that new business owners should think about today?
New business owners need to consider digital marketing, financial management systems, and efficient operations to succeed.
Recession or rally? Mid-year investment insights and strategies with David Wong
Q: What's your take on the current economic landscape and how Canadian investors should be thinking about it?
The Canadian economy is currently challenged due to tariff situations, making it difficult for businesses and consumers to plan investments. Investors should remain strategic and focused on long-term outcomes rather than react to short-term volatility.
Beyond the headlines: interest rates, housing and where the economy is headed
Q: What advice can you offer Canadians to remain financially resilient?
Canadians should focus on long-term investment strategies and saving for emergencies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Smart Advice

What is Smart Advice about and what kind of topics does it cover?

Focused on providing listeners with a comprehensive understanding of financial management, wealth-building strategies, and investment insights, the series engages experts to discuss pressing economic issues and effective strategies for navigating personal finance. Notable topics include tax planning, intergenerational wealth transfer, fixed income investments, and the Canadian housing market, all aimed at equipping listeners with the knowledge to make informed financial decisions. The podcast also emphasizes the interconnectedness of financial health and personal well-being, providing a holistic approach to wealth management that resonates with individuals at various life stages.

Where can I find podcast stats for Smart Advice?

Rephonic provides a wide range of podcast stats for Smart Advice. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Smart Advice and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Smart Advice get?

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What are the audience demographics for Smart Advice?

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How many subscribers and views does Smart Advice have?

To see how many followers or subscribers Smart Advice has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Smart Advice?

These podcasts share a similar audience with Smart Advice:

1. Build Wealth Canada Podcast
2. The Wealthy Barber Podcast
3. The Canadian Investor
4. In the Money with Amber Kanwar
5. The Loonie Hour

How many episodes of Smart Advice are there?

Smart Advice launched 3 years ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Smart Advice?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Smart Advice?

Rephonic pulls ratings and reviews for Smart Advice from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Smart Advice?

Recent guests on Smart Advice include:

1. Iain Gallagher
2. Richard Voss
3. Andrew Grantham
4. Jamie Golombek
5. Aaron Young
6. Michael Keaveney
7. Dr. Noah Levine
8. Meric Koksal

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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