Couverture de Smart Advice with Carissa Lucreziano

Smart Advice with Carissa Lucreziano

Smart Advice with Carissa Lucreziano

De : CIBC
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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, managing debt, or planning for the future, Smart Advice gives you practical, expert-backed guidance to help you make informed financial decisions for today and tomorrow.

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  • What's next for Canada's economy? Former cabinet ministers weigh in

    What's next for Canada's economy? Former cabinet ministers weigh in
    May 11 2026

    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 economic growth and short-term affordability, the role of natural resources and energy in Canada’s future, and how global events, from tariffs to geopolitical conflict, are directly impacting Canadian households.

    Drawing on their experience at the highest levels of government, Lisa and Marco offer perspective on how Canada is positioning itself on the global stage, where opportunities lie, and what needs to happen next to drive sustainable growth and stability.



    3 Reasons Why You Should Listen to This Episode
    1. Understand how global events, from tariffs to geopolitical conflict, are shaping Canada’s economy and directly impacting your finances
    2. Learn how Canada is balancing long-term economic growth with short-term affordability pressures, and what that means for households
    3. Gain perspective on how major policy decisions are made at the federal level and how they influence everyday economic outcomes.



    About Lisa Raitt

    Lisa Raitt is a former federal cabinet minister, vice-chair of CIBC Capital Markets and newly appointed member of Prime Minister Mark Carney’s advisory committee on Canada-US economic relations. During her time in government, she held several senior portfolios, including natural resources, labour, and transport, playing a key role in shaping Canada’s economic and regulatory landscape. Today, she brings deep insight into capital markets, business strategy, and public policy, advising clients on navigating complex economic environments.



    About Marco Mendicino

    Marco Mendicino is a former Member of Parliament who served as Minister of Public Safety and Minister of Immigration, Refugees and Citizenship. Most recently, he acted as Prime Minister Mark Carney’s interim chief of staff during a pivotal period in Canada–US relations. With extensive experience in law, public policy, and government leadership, he offers a behind-the-scenes perspective on decision-making at the highest levels.



    Resources Mentioned / Links List

    ● CIBC's "Smart Advice" Podcast and Website - Website | Apple Podcast | Spotify

    ● Visit CIBC for more Smart Advice

    ● The Raitt Stuff - Podcast



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    Hosted on Acast. See acast.com/privacy for more information.
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    37 min
  • Introducing Season 4 of Smart Advice with Carissa Lucreziano

    Introducing Season 4 of Smart Advice with Carissa Lucreziano
    May 4 2026
    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, this season brings together economists, investment professionals, and tax experts to help Canadians cut through the noise and focus on what really impacts their money—now and in the future. Across the season, we explore the questions shaping how Canadians think about money today. From navigating global uncertainty to understanding generational shifts in wealth, to building a strong financial foundation and making sense of your own money mindset. Because most people don’t need more information. They need the right conversation. Follow now and get ready for new episodes.

    Hosted on Acast. See acast.com/privacy for more information.
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    1 min
  • Smart Advice Podcast: Best of 2025

    Smart Advice Podcast: Best of 2025
    Dec 1 2025
    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 uncertainty.Learn how expert insights can inspire clearer and more confident choices moving forward.ResourcesCIBC's "Smart Advice" Podcast and Website - Website | Apple Podcast | SpotifyVisit CIBC for more Smart AdviceEpisode Highlights[00:21] Season Wrap-Up: The Themes Defining Financial Decision-Making Over the episodes throughout Season 3, Canadians faced shifting economic conditions and changing financial needs.Host Carissa Lucreziano reflected on how each conversation revealed what people were working through.Resilience emerged as the strongest theme as guests showed how steady planning created opportunity.[02:25] Carissa Lucreziano: “In order to build the resiliency of our country's economy, you have to think about things in the long term, and you also have to go with what we're good at, and what we are good at in this country is natural resources.”The season showed the clear priorities and choices that helped Canadians stay focused on what they could control.[01:50] Lisa Raitt: Resilience and Economic Opportunities in CanadaCanada’s economy showed strengths extending beyond the headlines.Lisa Raitt pointed out that Canada’s natural resources and innovation hubs as long-term advantages.She emphasized how focusing on what Canada did well supported national resilience.Her insights highlighted why a broader view helped Canadians see opportunity in shifting global conditions.[03:32] Andrew Grantham: Housing Market Realities Across ProvincesHousing trends continued to shift as interest rates and regional conditions evolved.Senior Economist Andrew Grantham explained why affordability pressures persisted in major provinces.He noted the large urban markets remained buyer-heavy, creating downward pressure on prices.[04:37] Andrew Grantham: “What we are seeing there is that this is still a buyer's market. There are still more sellers than there are buyers, and that is putting a little bit of a downward pressure on prices.”His perspective gave Canadians a clearer sense of the regional forces affecting home decisions.[04:48] Ian Gallagher: Entrepreneurship, Innovation and Succession PlanningEntrepreneurship continuously reshaped Canada’s economic landscape, adapting it to new technology and ideas.Ian Gallagher explained younger companies used digital tools to drive growth and margins.He also highlighted how immigrant entrepreneurs brought creativity and momentum to many sectors.His insights showed why business owners benefited from planning early for future succession.[06:13] CIO David Wong: Investing Wisely Through Short-Term NoiseMarket volatility continued to test investor confidence throughout the season.Chief Investment Officer, David Wong explained how emotional reactions often led to missed financial gains.He explained why diversification and patience played a key role in navigating uncertainty.The conversation encouraged Canadians to stay aligned with their timeline rather than the daily news. [07:24] Aaron Young: Fixed Income’s Role in a Balanced PortfolioFixed income remained a steadying force during uncertain market periods.According to Aaron Young, bonds helped offset equity risk and protect capital.He emphasized that fixed income still held value for investors at every experience level.His guidance reinforced the importance of keeping fixed income as part of a balanced portfolio.[08:36] Meric Koksal: Alternative Investments and Intergenerational Wealth PlanningAlternative assets became increasingly relevant as investors searched for new sources of return.In her conversation with Carissa, Meric Koksal outlined why private equity, private credit and real estate gained traction.She noted how longer time horizons supported higher potential growth for younger generations.Her perspective showed how alternatives complemented traditional strategies and strengthened family planning.[10:20] Michael Keaveney: Teaching Financial ResponsibilityBuilding strong money habits early continued to shape long-term outcomes for young Canadians.As Michael Keaveney discussed in his episode, giving children a voice encouraged responsibility and confidence.[10:48] Michael Keaveney: “I think it's entirely appropriate and a good idea for children to learn that the money didn't fall out of the sky, that a plan was put together, a conscious choice was made, maybe even at the expense of other options, and as time goes on, the child can have an increasingly a voice in that plan.”He explained how involvement supported better financial literacy over time.His insights highlighted how even small contributions taught meaningful lessons.[12:19] Richard Voss: Estate Planning and Lifetime GivingLifetime giving emerged as a meaningful approach for modern estate planning.In ...
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    19 min
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