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.
Protecting your legacy: Succession strategies for business owners
Smart Advice with Carissa Lucreziano
25 minutes 55 seconds
1 week ago
Protecting your legacy: Succession strategies for business owners
Across Canada, entrepreneurs drive growth and innovation, and many are now preparing to pass on their life’s work, marking a major shift in Canada’s economy.
In this episode of Smart Advice, host Carissa Lucreziano sits down with Iain Gallagher, Managing Director and Head of Mid-Market Investment Banking at CIBC. who shares his perspective on how the entrepreneurial landscape has evolved. Tune in for insights on the emotional and financial challenges of business succession, the importance of planning, preserving the legacy you’ve built, and preparing for the opportunities that come next.
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.
