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.

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.

With Canada’s economic outlook dominating the headlines, how do you cut through the noise to make sound financial decisions? In this episode of Smart Advice, host Carissa Lucreziano and CIBC Senior Economist Andrew Grantham break down the latest interest rate cuts, shifting housing market trends, and Canada’s evolving trade relationship with the US, to provide practical insights on what it all means for Canadians. Whether you’re navigating a mortgage renewal, entering the job market, or simply seeking financial resilience, you’ll find clear, actionable advice to help you make confident decisions.

How are you protecting and growing your wealth in today’s changing economic and tax landscape? In this episode of Smart Advice, CIBC’s Carissa Lucreziano is joined by tax expert Jamie Golombek to discuss timely financial questions: how to keep more of what you earn, navigate new government policy changes, and optimize your investments — including real estate and cross-border assets. Learn actionable tax strategies to help secure your family’s financial future.

When most people think about investing, stocks and real estate come to mind, but fixed income is the unsung hero that brings balance and stability to portfolios, especially in today’s shifting economy. In this episode of Smart Advice, host Carissa Lucreziano talks with Aaron Young, Executive Director and Head of Client Portfolio Management at CIBC Global Asset Management, about the evolving world of fixed income. Discover why this asset class is more dynamic than you might expect, what’s driving current opportunities, and how innovative solutions can help you protect and grow your wealth through uncertain times.

Every parent wants to give their child the best possible start in life, and education is key. In Canada, a four-year degree already costs over $75,000 and could exceed $100,000 for children born today. With so many financial priorities, education savings can be overlooked, but starting early and saving consistently allows your money to grow over time. In this episode of Smart Advice, Carissa Lucreziano sits down with Michael Keaveney, Vice President of Managed Solutions at CIBC Asset Management, who brings 30 years of hands-on experience helping Canadians build wealth and shares both professional advice and personal stories from funding his own children’s education. Together, they explore how to approach education savings like an investor: strategically, flexibly, and with long-term resilience in mind.

"Health is wealth." In today’s fast-paced world, prioritizing your health is more important than ever. While wealth is often measured by financial success, Canadians are increasingly recognizing that true prosperity includes physical vitality, mental clarity, and overall well-being. More people are making their personal wellness a priority, even as they juggle the demands of work, relationships, and daily life. In this episode of Smart Advice, host Carissa Lucreziano sits down with Dr. Noah Levine, family physician and Corporate Medical Director at CIBC, to explore the powerful connection between health and financial well-being. Discover expert insights and practical tips for carving out time to invest in yourself, building resilience, and creating habits that support both your health and your wealth. If you’re seeking balance and a more intentional, fulfilling life, this episode is for you.

This episode is a must-listen for Canadians looking to diversifying beyond traditional investment options and make their portfolios more resilient. Meric Koksal, Managing Director and Head of Product at CIBC Asset Management, explores how alternative investments can complement traditional portfolios, potentially offering higher returns and more protection from inflation.

Are Canadians meeting their financial goals — and what does the financial future of Canada look like? Let’s dive into CIBC’s Ambitions Index along with Sean Simpson of Ipsos.

Explore the 2025 economic landscape with David Wong, as he shares expert insights on building a resilient investment strategy amid volatility, tariffs, and inflation.

Learn how to navigate the Canadian housing market and make smarter choices when purchasing your next investment property with expert insights from Scott McGillivray.

Canadians are living through one of the most dynamic political and economic moments in our recent history, not the least of which are changing US-Canada relations. With household expenses rising, global markets reacting to aggressive geopolitical moves, and uncertainty brewing in the wake of massive political transition here at home, one pressing question remains: where do we go next?

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 it. Get ready for Smart Advice – a podcast that brings the money conversation right to you.

Achieving financial security and independence are top priorities for women regardless of their life stage. Learn important strategies to guide your financial journey in an insightful conversation with Carissa Lucreziano, Dr. Rumeet Billan and Margaret Adaniel.

Estate planning in Canada for blended families is critical to understand, particularly for wills, domestic agreements, and protecting assets in new relationships.

Listen to financial expert Kelley Keehn on how to manage your career as if it were a corporation: You, Incorporated.

Explore the economic impact of the U.S. presidential elections on global markets, trade, and investments with expert insights from Michael Sager.

Financial literacy is the most powerful tool we can equip our kids with as they grow up. So why wait? Find out how to teach kids as young as five about money.

Investing is the way to secure your financial future. Learn about how investment diversification bolsters your portfolio.

New economic changes are on the horizon with fluctuating interest rates, living costs, and changing inflation. Get a look into the future of the Canadian economy.