11 episodes
Smart Advice with Carissa Lucreziano CIBC
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- Business
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5.0 • 23 Ratings
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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 honest conversations about money – and investing with real insights from real people. You’ll learn how make the most of your money…and how to make sense of this economy. For more Smart Advice, visit cibc.com/SmartAdvice.
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Making the right moves in real estate investing with Scott McGillivray
-Understand key strategies when it comes to real estate investing
-Know what to consider when looking for a property with a good return on investment
-Learn where to find qualified tenants and what renovations will maximize your return -
How the FHSA helps first-time Canadian homebuyers with Jamie Golombek
-Uncover the benefits of FHSA for the first-time Canadian homebuyer.
-Discover how the FHSA works.
-Find out whether the FHSA is the right savings plan for you and where to learn more about it. -
Why you need a financial planner in your corner with Tashia Batstone
-Find out what FP Canada's Imagine 2030 vision is and what they are doing to see it come to life.
-Learn how financial planning can lead to financial, mental and physical wellness.
-Discover how a financial planner can fit in your life while working with other professionals. -
Estate planning simplified: The Willful way with Erin Bury
-Discover why you should have a will at any age.
-Find out the triggers that dictate an update of your will or estate plan.
-Learn more about the benefits of using Willful and what the platform can do for you -
Are your investing instincts always right? Spot the difference between fear and foresight
-Learn how to ride and control the roller coaster of emotions that comes with investing
-Discover how you can preserve your capital while focusing on growth
-Find out what challenges Canadians face today when it comes to investing -
The great Canadian wealth transfer: From baby boomers to beneficiaries
-Discover practical tips to help you determine how much to give and when
-Learn how to create a seamless plan to transition your wealth
-Understand the significance of family dynamics in the wealth transfer process
Customer Reviews
Great insights !!
Really enjoyed listening to this podcast. The insights were relevant and easily digestible and both the host and guest speakers are engaging. Will continue listening!
Great advice!
An excellent series that really helps break down important aspects of your finances!