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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 monthlyEpisodes45Founded3 years ago
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InvestingBusiness

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Artwork for Smart Advice

Latest Episodes

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

As Canada–US trade dynamics evolve alongside global instability and rising inflation, they break down how major policy decisions are made and what they mean for Canadians in practical terms. This discussion explores the balance between long-term econ... more

The headlines are loud. Markets are shifting. And it’s getting harder to know what actually matters. This season of CIBC Smart Advice is all about staying grounded when the news moves faster than your financial plan. Hosted by Carissa Lucreziano, thi... more

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

* Discover the key themes shaping financial decision-making, from economic shifts to evolving investor needs.

* Understand how resilience emerged as the strongest guide for navigating u... 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.

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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
David Wong
Chief Investment Officer at CIBC Asset Management
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
Meric Koksal
Managing Director at CIBC Asset 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

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.

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Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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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.

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How many listeners does Smart Advice get?

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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. The Current
2. The Wealthy Barber Podcast
3. Two Blocks from the White House
4. Cost of Living
5. The Rational Reminder Podcast

How many episodes of Smart Advice are there?

Smart Advice launched 3 years ago and published 45 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.

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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. David Wong
6. Aaron Young
7. Meric Koksal
8. Jamie Golombek

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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