Carissa Lucreziano
About Carissa Lucreziano
Carissa Lucreziano is the Vice President of Financial and Investment Advice at CIBC and a PFP Advisory Council Member at the Canadian Securities Institute.
Professional Experience at CIBC
Carissa Lucreziano currently holds the position of Vice President Financial and Investment Advice at CIBC in Toronto, Ontario, Canada since 2020. Prior to this, she served as Vice President Financial Planning & Advice from 2019 to 2020. She also held the role of Senior Director, Imperial Service National Office from 2015 to 2019 and General Manager, Imperial Service from 2011 to 2015. Earlier in her career, she worked as an Asset Specialist from 2007 to 2011 in the Toronto, Canada Area.
Role at Canadian Securities Institute
Besides her role at CIBC, Carissa Lucreziano is currently a PFP Advisory Council Member at the Canadian Securities Institute (CSI) since 2017. In this capacity, she contributes to the advancement of financial planning education and professional standards.
Educational Background
Carissa Lucreziano studied at Sheridan College where she achieved a degree in Banking, Corporate, Finance, and Securities Law.
Industry Contributions and Professional Interests
Carissa Lucreziano develops strategies for growth and innovation by identifying trends in the financial planning industry. She is passionate about coaching, training for results, and sales development. She facilitates seminars and builds client relationships, aiming to empower the national financial planning field to overcome barriers to success.
Public Engagements and Media
Carissa Lucreziano hosts a podcast discussing financial advice, investment insights, and economic trends. She also participates in virtual events where she provides expert advice on topics such as goal-setting, investing, retirement, and estate planning.