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. Join CIBC's financial advice expert, and Certified Financial Planner Carissa Lucreziano, for conversations about money – and investing with timely insights from leading experts. You’ll learn how make the most of your money…and how to make sense of this economy.
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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. Join CIBC's financial advice expert, and Certified Financial Planner Carissa Lucreziano, for conversations about money – and investing with timely insights from leading experts. You’ll learn how make the most of your money…and how to make sense of this economy.
Passing on wealth: Strategies to Give, Receive, and Thrive
Smart Advice with Carissa Lucreziano
23 minutes 26 seconds
3 weeks ago
Passing on wealth: Strategies to Give, Receive, and Thrive
Canada is undergoing a historic intergenerational wealth transfer, with families increasingly passing on assets while still living to support younger generations in buying homes and building financial security.
In this episode of Smart Advice, host Carissa Lucreziano and Richard Voss, Director of Wealth Strategies at CIBC Private Wealth, discuss the practical and emotional aspects of wealth transfer. Tune in for expert insights on estate planning, the importance of open family dialogue, building independent financial wealth, and strategies when receiving an inheritance, to help families approach wealth transfer thoughtfully and confidently.
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. Join CIBC's financial advice expert, and Certified Financial Planner Carissa Lucreziano, for conversations about money – and investing with timely insights from leading experts. You’ll learn how make the most of your money…and how to make sense of this economy.
