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Smart Advice with Carissa Lucreziano

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.

Podcast · By CIBC · English · CA · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 8, 2026
Audience
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Earliest in this view
Jul 6, 2026

Latest episodes

  1. Episode · Sep 8, 2026

    Is your money keeping up with your life? (opens the original)

    Episode notes · Neutral tone

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    What does it mean to make your money work for the life you actually want? Carissa Lucreziano sits down with Jessica Moorhouse to talk about mindful spending, money habits, financial goals, and practical steps that can help you feel more confident and in control of your financial future. About Jessica Moorhouse Jessica is an award-winning Canadian money expert, Certified Financial Counsellor (CFC™), Qualified Associate Financial Planner™ (QAFP®), media personality, host of the top-ranking More Mo

  2. Episode · Aug 24, 2026

    Is your tax strategy saving you money? (opens the original)

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    Tax planning isn't just something to think about when it's time to file your return. The decisions you make throughout the year can have a meaningful impact on how much of your money you ultimately keep. In this episode of CIBC Smart Advice, host Carissa Lucreziano sits down with CIBC tax expert Jamie Golombek to explore practical tax strategies Canadians can consider at different stages of their financial lives. Jamie shares how understanding your tax rate can help you make more informed decisi

  3. Episode · Aug 10, 2026

    Spotting investment fraud before you act (opens the original)

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    Online fraud is evolving at an unprecedented pace. Today's scams are more convincing, more personalized, and increasingly difficult to recognize, whether they arrive through a phishing email, a fake investment opportunity, a romance scam, or even a voice that sounds like someone you know and trust. In this episode of CIBC Smart Advice, host Carissa Lucreziano speaks with Joe LoBianco, Chief Information Security Officer at CIBC, about how fraud has changed, the warning signs Canadians should neve

  4. Episode · Jul 20, 2026

    What successful families do to stay wealthy (opens the original)

    Episode notes · Positive tone

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    What do wealthy families talk about differently? Lana Robinson joins Carissa Lucreziano to explore the conversations and the habits that help families build lasting financial legacies. What if the biggest difference between families who build lasting wealth and everyone else isn't how much they earn, but how they think? When we talk about wealth, we often focus on investments, markets, and financial strategies. But for families who successfully build and preserve wealth across generations, the m

  5. Episode · Jul 6, 2026

    Canada's economic outlook: Relief or more risk? (opens the original)

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    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 Canadians’ attention. Housing is still stretched, economic signals are mixed, and AI is starting to reshape how people think about work and growth. But how much of what we hear every day actually matters? Are Canadians finally starting to regain some f

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