Smart Advice Virtual Events

Helping you take charge of your finances

Access expert advice and tips on key financial topics like goal-setting, investing, retirement and estate planning. Register today for an upcoming Smart Advice virtual event, or tune into our previous virtual events, available on-demand.

Express virtual event

Family wealth: Making the transition from one generation to the next

Date: Thursday, June 22 2023

Time: 12:00 to 12:30 p.m. ET

It’s never too early to talk about the future with your loved ones.

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About this event

Summer is a great time for families to come together and talk about their plans for the future. Our experts will help you unpack the wealth transfer conversation, with tips and stories on navigating financial gifts and inheritances.

We’ll discuss:

Deciding how much to give and when
How to handle different types of assets
Navigating family dynamics for a smooth transfer of wealth

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Meet our experts

Carissa Lucreziano

Vice-President, CIBC Financial and Investment Advice

Richard Voss

Director, Wealth Strategies, CIBC Private Wealth

Marilyn Andrade

Senior Trust and Estate Consultant, CIBC Trust Corporation, CIBC Private Wealth

Access our virtual events on-demand

EXPRESS VIRTUAL EVENT

Invest with confidence: Your path to achieving financial independence

Run-time: 30 minutes

To mark International Women’s Day, our experts will break down why becoming an engaged investor can help you achieve financial independence. They’ll also discuss how to align your investments with your goals and suggest investment strategies to build your wealth.

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Virtual event

Where in the world are we? Your 2023 economic outlook

Run-time: 60 minutes

Join us to hear from our Deputy Chief Economist, Benjamin Tal, as he shares his thoughts on what to expect from the economy in 2023. Ben’s insights are eagerly expected by Canadians, who enjoy his zest, humour and unique ability to help them make sense of what’s happening in the economy.

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EXPRESS VIRTUAL EVENT

Inflation-proof your retirement: Strategies to build a resilient plan

Run-time: 30 minutes

Do rising rates and inflation have you questioning how much you will need to retire comfortably? Join our experts as they share investment advice to help you keep your savings on track, no matter what stage of planning you’re at.

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VIRTUAL EVENT

Bringing it all home: A conversation with Scott McGillivray

Run-time: 60 minutes

It’s a time of both uncertainty and opportunity. Whether you’re looking to break into the market, invest in a second property or renovate, we’ll explore the latest market trends and share valuable insights to help you take the next step.

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EXPRESS VIRTUAL EVENT

Riding out the market part 1: How to make the right investment decisions

Run-time: 30 minutes

Don’t let dips in the market cause you to spiral and make sudden changes to your investments. Tune in as our experts share tips and strategies that can help you manage your portfolio and your behaviour during times of market volatility.

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EXPRESS VIRTUAL EVENT

Riding out the market part 2: Strategies to protect your portfolio

Run-time: 30 minutes

Ups and downs in the market can have you suddenly second-guessing your investment decisions. Join us for an insightful conversation to gain advice and strategies on building a resilient portfolio that can handle bumps in the market, keeping you focused on your long-term goals.

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Virtual event

Empowering women in our new normal

Run-time: 60 minutes

The past couple of years may have impacted your goals. Women especially have faced unprecedented obstacles during this time. As we settle into our new normal, our experts explore tips and advice that will help women take control of their careers, finances and life goals.

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Virtual event

Where in the world are we?

Run-time: 60 minutes

Do you have questions about your financial future in 2022? In this virtual event, our experts share insights on the Canadian and global economies, explain what inflation means for you and offer thoughts on a post-COVID world.

Play on demand International Women’s Day: Leading with strength and resilience virtual event.

Virtual event

Get ready for the new retirement

Run-time: 60 minutes

If you are thinking about retiring, creating goals and devising a plan to achieve them is more important than ever. Tune in to learn from our experts as they share ideas and advice on how you can smoothly transition into retirement or reinvent this stage of life — mentally, emotionally and financially.

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Virtual event

Tax and estate planning conversations for the LGBTQ+ community

Run-time: 60 minutes

No matter what stage of life you’re in, having a plan for your estate and taxes is key to protecting the things you’ve worked hard to achieve. Tune in to learn from our experts and members of the LGBTQ+ community as they discuss essential tax and estate planning considerations, and touch upon the most common questions from those in the community.

Play on demand Tax and estate planning conversations for the LGBTQ+ community virtual event.