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Smart Advice Podcast: Strategies for passing on wealth

Expert insights on navigating wealth transfer, including living gifts to help younger generations build financial security.

Carissa Lucreziano Nov. 05, 2025 24-minute listen

Smart Advice Podcast: Season 3, episode 11

About the Smart Advice podcast

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 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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Presented by

Carissa Lucreziano
Vice President, Financial and Investment Advice,
CIBC Personal and Business Banking

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Smart Advice Podcast: Strategies for passing on wealth

Smart Advice Podcast: Season 3, episode 11

About the Smart Advice podcast

Need some financial advice?

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