Smart Advice with Carissa Lucreziano
Episodes
Smart Advice Podcast: Best of 2025
01 Dec 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Discover the key themes shaping financial decision-making, from economic shifts to evolvi...
Protecting your legacy: Succession strategies for business owners
27 Oct 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Understand how Canadian businesses can prepare for generational wealth transition.Gain pr...
Passing on wealth: Strategies to Give, Receive, and Thrive
14 Oct 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Gain insight into the practical and emotional complexities of intergenerational wealth tr...
Beyond the headlines: interest rates, housing and where the economy is headed
29 Sep 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Learn how interest rate cuts actually affect variable and fixed-rate mortgages, and what ...
Tax Planning, Year-End Strategies, and Cross-Border Wealth with Jamie Golombek
15 Sep 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Learn why now is the time to take advantage of Canada’s current capital gains rate and ...
Bullish on bonds? An expert update on the fixed income market
25 Aug 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Discover why the fixed income asset class is not just the “quiet” side of your port...
How an investment expert plans for rising education costs
11 Aug 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Learn how to approach saving for future education as a long-term goal, and with an invest...
Investing in yourself: Practical tips for a healthier, richer life with Dr. Noah Levine
28 Jul 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Understand the powerful connection between financial well-being and your physical healt...
What else can you invest in? How alternative investments are shaping the market
14 Jul 2025
Contributed by Lukas
Here are three reasons why you should listen to this episode:Understand the rise of alternative investments and why public markets are no longer the...
What Canadians want: New CIBC poll reveals what matters most to us right now
23 Jun 2025
Contributed by Lukas
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...
Recession or rally? Mid-year investment insights and strategies with David Wong
09 Jun 2025
Contributed by Lukas
Market volatility isn’t new, but over the past year it has intensified due to tariff tensions, unpredictable interest rates, and persistent inflatio...
Canada’s housing market: What would Scott McGillivray do?
26 May 2025
Contributed by Lukas
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 l...
What’s next for Canada? Lisa Raitt on politics and the economy in the Carney era
12 May 2025
Contributed by Lukas
In this episode of Smart Advice, Carissa Lucreziano sits down with the Honourable Lisa Raitt, former federal cabinet minister and current Vice Chair o...
Introducing Season 3 of Smart Advice with Carissa Lucreziano
08 May 2025
Contributed by Lukas
No matter where you’re at in life, money can help you reach your goals and get you where you want to go. That's why it's so important to talk about ...
Women's guide to wealth: Smart money strategies for every stage
09 Dec 2024
Contributed by Lukas
Women’s financial journeys are shaped by unique milestones and challenges ranging from navigating career transitions to planning for retirement. In ...
Yours, mine, ours: How blended families can navigate the nuances of wills and estate planning
21 Oct 2024
Contributed by Lukas
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 ...
How to manage your career like a business with Kelley Keehn
07 Oct 2024
Contributed by Lukas
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 o...
Harris or Trump? The economic stakes of the US election
23 Sep 2024
Contributed by Lukas
With key policies on trade, tariffs, and taxation hanging in the balance, investors worldwide are closely watching the upcoming U.S. presidential elec...
Money lessons: How to help your kids get ahead with Robin Taub
19 Aug 2024
Contributed by Lukas
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 f...
Investing for success: Key strategies to build long-term wealth
05 Aug 2024
Contributed by Lukas
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...
Inflation, Interest Rates, and the Future of the Canadian Economy with Avery Shenfeld
08 Jul 2024
Contributed by Lukas
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 conver...
How the capital gains tax changes could impact your tax bill with Jamie Golombek
01 Jul 2024
Contributed by Lukas
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...
Building from the ground up: Real estate investing in Canada with Scott McGillivray
17 Jun 2024
Contributed by Lukas
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 universi...
How the cost of living in Canada is reshaping our spending habits with Andrew Grenville
03 Jun 2024
Contributed by Lukas
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 A...
Navigating Canada’s real estate market with Benjamin Tal
20 May 2024
Contributed by Lukas
Dive into the complexities of the Canadian housing market with our latest episode of "Smart Advice," where we explore the challenging landscape of rea...
What you need to know about investing your money in 2024
06 May 2024
Contributed by Lukas
Trying to make sense of the current investment landscape? Worried about inflation eating away at your savings? Want to create a predictable income str...
Introducing Season 2 of Smart Advice with Carissa Lucreziano
29 Apr 2024
Contributed by Lukas
No matter where you’re at in life, money can help you reach your goals and get you where you want to go. That's why it's so important to talk about ...
Best of 2023: Top insights and financial advice
11 Dec 2023
Contributed by Lukas
Season 1 of the Smart Advice Podcast brought a wealth of financial advice, tips and insights to help support Canadians along their financial journey. ...
The art of financial multi-tasking with Rob Carrick
06 Nov 2023
Contributed by Lukas
Navigating rising housing and grocery prices, managing bills, and dreaming of homeownership by 30? Wondering if retiring at 65 is still feasible? The ...
Exploring the potential of generative AI with Robertson Velez
23 Oct 2023
Contributed by Lukas
Artificial Intelligence (AI) has been a popular topic in recent years, especially with the advancement of generative AI and the creation of tools like...
What's next for inflation and interest rates? with Avery Shenfeld
09 Oct 2023
Contributed by Lukas
The strength of the economy and how it impacts Canadians is top of mind right now. Over the last year, Canadians have faced high inflation, multiple i...
Making the right moves in real estate investing with Scott McGillivray
25 Sep 2023
Contributed by Lukas
There’s growing interest in investing in the housing market right now, but starting a portfolio in real estate investing can be challenging and m...
How the FHSA helps first-time Canadian homebuyers with Jamie Golombek
04 Sep 2023
Contributed by Lukas
Homeownership is a dream that many Canadians aspire to, but with rising home prices — especially in places like Ontario or Vancouver, BC — achievi...
Why you need a financial planner in your corner with Tashia Batstone
21 Aug 2023
Contributed by Lukas
Managing your finances can be difficult and stressful. This is especially true when you don’t know how financial planning works. Financial planning ...
Estate planning simplified: The Willful way with Erin Bury
14 Aug 2023
Contributed by Lukas
When it comes to difficult conversations, those around wills and estate plans tend to top the list. The planning can be emotional, overwhelming or cos...
Are your investing instincts always right? Spot the difference between fear and foresight
07 Aug 2023
Contributed by Lukas
The recent market trends have taken even the most seasoned investor for an emotional roller coaster ride. And those feelings can have a significant im...
The great Canadian wealth transfer: From baby boomers to beneficiaries
03 Jul 2023
Contributed by Lukas
Canada is currently experiencing one of the largest intergenerational wealth transfers in history. An estimated $1.1 trillion will change hands as the...
Banking on resilience: An outlook on Canada’s financial sector
19 Jun 2023
Contributed by Lukas
In a time of global economic uncertainty, concerns about how the US banking crisis might impact Canadian banks and the overall economy, have emerged. ...
Rent vs buy: A conversation with Benjamin Tal
05 Jun 2023
Contributed by Lukas
Homeownership remains a top goal for many Canadians, but with rising interest rates and inflation, many are feeling like it’s becoming further out o...
So you got a tax refund, now what?
22 May 2023
Contributed by Lukas
No one likes paying taxes, but everyone enjoys a big tax refund. The average Canadian receives just over $2000 as a tax refund, but getting a refund m...
Beyond the 60-40 rule: Rethinking the asset mix for modern investors
08 May 2023
Contributed by Lukas
The 60-40 portfolio has been a go-to investment strategy for decades. Unfortunately, it encountered a major setback in 2022, with stocks and bonds exp...
Introducing Smart Advice with Carissa Lucreziano
26 Apr 2023
Contributed by Lukas
No matter where you’re at in life, money can help you reach your goals and get you where you want to go. That's why it's so important to talk about ...