Rephonic
Artwork for Smart Advice

Smart Advice with Carissa Lucreziano

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

CIBC Smart Advice is a personal finance podcast designed to help you make confident decisions about your money. Hosted by Carissa Lucreziano and featuring insights from economists, investment professionals, tax specialists and leading industry experts, each episode breaks down what’s happening in the constantly changing world—and what it actually means for you. Whether you’re building wealth, mana... more

PublishesTwice monthlyEpisodes48Founded3 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Smart Advice

Latest Episodes

Are Canadians finally catching a break? Benjamin Tal joins Carissa Lucreziano to unpack inflation, interest rates, AI, housing and the economic trends Canadians should actually be paying attention to right now.

Economic headlines are competing for C... more

More Canadians are considering a second property, purchasing with family, or using real estate to build long-term wealth. But in a more complex market, the right opportunity often depends on more than location or timing.

In this episode of Smart Adv... more

Investing has never felt more personal. Canadians today have more access to markets, investing tools and financial information than ever before, but with constant headlines, social media advice and investing trends competing for attention, staying en... more

Your inheritors don't need equal—they need fair. Canada is in the middle of its largest intergenerational wealth transfer in history. How do you balance fairness when your children have different financial needs? When is the right time to give? And h... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Wealthy Barber Podcast
The Wealthy Barber PodcastThe Wealthy Barber Inc.
The Rational Reminder Podcast
The Rational Reminder PodcastBenjamin Felix, Cameron Passmore, and Dan Bortolotti
The Canadian Real Estate Investor
The Canadian Real Estate InvestorDaniel Foch & Nick Hill

Recent Guests

Tom Deans
Author and family wealth advisor
Author of Every Family's Business, Willing Wisdom, The Happy Inheritor
Episode: When equal isn't fair: inheritance done right
Marco Mendicino
Former Interim Chief of Staff to Prime Minister Mark Carney (through the campaign/election era)
Former Prime Minister's Office / Advisor
Episode: What's next for Canada's economy? Former cabinet ministers weigh in
Lisa Raitt
Vice Chair of CIBC Capital Markets
CIBC
Episode: Smart Advice Podcast: Best of 2025
Ian Gallagher
Managing Director and Head of Mid-Market Investment Banking at CIBC
CIBC
Episode: Smart Advice Podcast: Best of 2025
Aaron Young
Executive Director and Head of Client Portfolio Management at CIBC
CIBC
Episode: Smart Advice Podcast: Best of 2025
Richard Voss
Director of Wealth Strategies at CIBC Private Wealth Management
CIBC
Episode: Smart Advice Podcast: Best of 2025
Jamie Golombek
Managing Director of CIBC Tax and Estate Planning
CIBC
Episode: Smart Advice Podcast: Best of 2025
Noah Levine
CIBC's Corporate Medical Director
CIBC
Episode: Smart Advice Podcast: Best of 2025
Iain Gallagher
Managing Director and Head of Mid-Market Investment Banking at CIBC
CIBC
Episode: Protecting your legacy: Succession strategies for business owners

Host

Carissa Lucreziano
CIBC's financial advice expert

Reviews

4.8 out of 5 stars from 44 ratings
  • exceptional

    awesome make more podcasts very in depth knowledge

    Apple Podcasts
    5
    JVo12
    Canada3 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
    Canada3 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.

Guests and host keep discussions engaging and informative.
Content helps simplify complex financial topics for everyday planning.
Shows strong credibility and practical value for budgeting, saving, and investing.
Listeners praise depth and clarity, noting actionable takeaways.

Chart Rankings

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

Apple Podcasts
#54
Canada/Business/Investing
Apple Podcasts
#145
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Are you truly diversified? Know your blind spots
Q: What should Canadians consider about opportunities in a market with constant headlines and new themes?
David emphasizes staying disciplined with a core portfolio, being mindful of valuations, and avoiding over-indexing on every new theme; preparedness and diversification are more reliable than chasing every trend.
When equal isn't fair: inheritance done right
Q: What's the biggest misstep families make when giving while living versus leaving a bequest?
A common mistake is giving unevenly or secretly, which fractures sibling relationships; better approaches involve transparent, planned gifts and broad family discussions.
When equal isn't fair: inheritance done right
Q: From your vantage point, why has this become such an important conversation and kind of like right now?
The demographic reality—an aging, wealthier population with a massive wealth transfer happening daily—drives urgency, and the lack of proper planning amplifies conflicts and tax consequences.
What's next for Canada's economy? Former cabinet ministers weigh in
Q: What stood out from the Chief of Staff experience in shaping Canada's approach to major trade and security issues?
The sheer velocity and breadth of decisions, plus the importance of meticulous preparation for high-stakes bilateral engagements and clear messaging to reinforce Canada's sovereignty and economic interests.
What's next for Canada's economy? Former cabinet ministers weigh in
Q: Is it politics, data, or timing that most drives decisions in Canada today?
All three factors matter, with macro indicators guiding policy while politics shapes the framing and timing; external pressures (like U.S. actions) can tilt which levers are pulled.

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?

The audio series centers on practical, research-backed financial guidance from economists, investment professionals, tax specialists, and wealth experts. Episodes cover macroeconomic trends, housing and real estate insights, tax planning, investment strategies (including fixed income and alternative assets), intergenerational wealth transfer, and well-being as a component of financial health. A standout pattern is the blend of Canada-focused economics with actionable steps for individuals and families, plus conversations with high-profile CIBC experts and outside guests who illuminate both everyday planning and broader market dynamics.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Smart Advice, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Smart Advice?

Rephonic provides comprehensive predictive audience data for Smart Advice, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. The Wealthy Barber Podcast
2. Front Burner
3. The Rational Reminder Podcast
4. The Canadian Real Estate Investor
5. The Current

How many episodes of Smart Advice are there?

Smart Advice launched 3 years ago and published 48 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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Smart Advice?

Rephonic provides full transcripts for episodes of Smart Advice. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Smart Advice?

Recent guests on Smart Advice include:

1. Tom Deans
2. Marco Mendicino
3. Lisa Raitt
4. Ian Gallagher
5. Aaron Young
6. Richard Voss
7. Jamie Golombek
8. Noah Levine

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days