Smart Advice with Carissa Lucreziano

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

1. Learn how to approach saving for future education as a long-term goal, and with an investor mindset.
2. Learn how to build a resilient RESP investment strategy that adapts to market shifts, and discover investment solutions designed to evolve with your child’s age.
3. Gain insights into how to build financial literacy with your children and family, so you can work to...

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

1. Understand the powerful connection between financial well-being and your physical health, and how to disrupt that cycle.
2. Learn practical strategies for building resilience, managing stress, and maintaining balance in a fast-paced world.
3. Gain expert advice on preparing for retirement—emotionally, physically, and financially—so you can enjoy a purposeful and ful...

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

1. Understand the rise of alternative investments and why public markets are no longer the full picture.
2. Learn how private equity, private credit, and real assets can enhance diversification and hedge against inflation.
3. Gain clarity on how everyday investors can access and implement alternatives in traditional portfolios.

Resources

• Alternative inv...

Has the current economic landscape led you to revisit your goals or adjust your journey to achieving them? If so, you’re not alone. 

In this episode of Smart Advice, Carissa Lucreziano is joined by Sean Simpson, Senior Vice President of Public Affairs at Ipsos, to unpack the findings of the inaugural CIBC Ambitions Index. Together, they explore how Canadians are reshaping their goals with a focus on balancing health, financial stabi...

Market volatility isn’t new, but over the past year it has intensified due to tariff tensions, unpredictable interest rates, and persistent inflation, leaving investors to navigate contradictory and confusing economic signals. This raises a critical question for investors: how can you make wise decisions when news cycles outpace policy changes and traditional indicators seem  unreliable?

In this episode of Smart Advice, host Carissa...

For many Canadians, real estate is a deeply personal milestone. It’s an investment in the future, and often a building block for wealth. But as we look ahead, a new reality is taking shape. With mortgage renewals on the horizon, economic uncertainty and real estate markets showing varied performance across the provinces, homeowners and buyers alike are facing more complex decisions than ever. Is now the time to look into an investm...

In this episode of Smart Advice, Carissa Lucreziano sits down with the Honourable Lisa Raitt, former federal cabinet minister and current Vice Chair of CIBC Capital Markets, to navigate the complex interplay of politics, economics, and markets. With insight shaped by decades of experience in government and now in the financial services sector, Lisa cuts through the noise to reflect on what matters most: Canada's sovereignty, strate...

Women’s financial journeys are shaped by unique milestones and challenges ranging from navigating career transitions to planning for retirement. In this special edition of Smart Advice, we break down the results of a groundbreaking Women of Influence+ survey conducted in collaboration with CIBC, on Women, Money, and Wealth

This episode offers expert guidance and practical tools to help you navigate your financial journey. 

You won’t ...

In this episode of Smart Advice, we delve into the intricate world of estate planning for blended families—a crucial yet often overlooked topic for many Canadians. Estate planning becomes significantly more complex when it involves couples with children from previous relationships, second marriages, or common-law partnerships, which are increasingly common across the country. 

Our guest, Richard Voss, Director of Wealth Strategies a...

Are you ready to elevate your career? The job market is evolving faster than ever, and adapting to these changes has become critical.

In this episode of Smart Advice we dive into a conversation with Kelley Keehn, author, entrepreneur and financial educator, on how to manage your career as a business.

Whether you're a seasoned professional or just starting your journey, learning how to align your career with your financial goals can m...

With key policies on trade, tariffs, and taxation hanging in the balance, investors worldwide are closely watching the upcoming U.S. presidential election.

In a time of global economic uncertainty, this episode of Smart Advice explores the potential impact of different election outcomes. Featuring Michael Sager, Managing Director and Head of Multi-Asset and Currency Management at CIBC Asset Management.

Whether you're a seasoned inves...

Do you remember when and how you learned about money? From budgeting and saving to applying for credit cards or taking out a loan, building an early foundation of financial literacy is a key strategy to ensuring long-term financial success. That makes it all the more important for parents to grant their children a measure of money-savviness and financial know-how as soon as they can.

In a world where financial literacy is more vital...

In a world of financial uncertainty and rapid market changes, long-term investing success can be achieved by focusing on the areas and strategies that are within your control. You've undoubtedly heard that investing is an excellent way to build wealth, but there's more to investing than simple tricks like "buy low, sell high". 

This episode dives into a compelling conversation with Michael Keaveney, Vice President of Managed Solutio...

Whether you're looking for a new mortgage, contemplating your investment strategy, or simply trying to make sense of the economy, join us for a conversation with Avery Shenfeld, Managing Director and Chief Economist at CIBC Capital Markets, to shed light on the recent interest rate cut, its expected impact on the Canadian economy, and what this means for consumers.

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

1. Fin...

Tax expert Jamie Golombek, Managing Director of Tax & Estate Planning at CIBC Private Wealth, joins us for an in-depth conversation on the new higher capital gains inclusion rate, and what this change could mean for Canadians and their future financial decisions—including individuals, investors, and businesses or corporations. If you might be affected by the change, you’ll want to listen to this episode! 

Here are three reasons why ...

Get ready for an in-depth conversation with savvy real estate investor Scott McGillivray, as he shares the ins and outs of his journey from a university student facing housing challenges to a real estate investment guru. Discover Scott's strategic approaches to investment, key financial insights, and personal anecdotes that highlight the resilience required to thrive in the competitive world of real estate.

Whether you’re an aspirin...

In this episode of the Smart Advice Podcast, we delve into the financial factors and emerging trends shaping the lives of Canadians today. Joined by Andrew Grenville, Executive Vice President of Research at Angus Reid, we explore a range of topics, from the significant impact of rising living costs, to the evolving spending habits that prioritize savings over brand loyalty.

We also discuss the varied financial goals of Canadians, in...

Dive into the complexities of the Canadian housing market with our latest episode of "Smart Advice," where we explore the challenging landscape of real estate affordability, market dynamics, and government policies. 

In this episode, CIBC’s Deputy Chief Economist, Benjamin Tal dissects the ongoing affordability crisis, stagnating market trends, and the anticipated impacts of governmental and economic shifts on both buyers and invest...