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Popowich Karmali Advisory Group

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
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Popowich Karmali Advisory Group

Ensure your lifestyle never retires

The Popowich Karmali Advisory Group of CIBC Wood Gundy is one of Calgary's most recognized retirement transition specialists. Using a holistic process and our unique approach to asset dedication, we go beyond simply choosing investments to build a complete retirement financial strategy around your lifestyle goals.

Our programs are designed to minimize your fees while giving you the value of support going far beyond just wealth management. We also offer:

  • Business Succession Planning,
  • Investment Management,
  • Tax Efficiency and Optimization,
  • Estate Planning, and
  • Insurance Strategies.

We place your retirement goals and dreams at the centre of our process, building a personalized plan to ensure that even though you may stop working, your lifestyle never retires.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our Team

David Popowich

David M. Popowich, CIM

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
Faisal Karmali

Faisal Karmali, CIM, CFP, FCSI

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
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Robert Gerrie

Robert Gerrie, B.Comm.

Wealth Advisor
Investment Advisor

Suzanne Magner, CFP

Financial Planning Specialist

Albert Kim

Client Associate
Courtney Lacroix

Courtney Lacroix

Client Associate
Alexandra ONeill

Allie O'Neill

Client Associate
Leanna Wachniak

Leanna C. Wachniak, B.Comm., JD

Wealth Advisor
Investment Advisor
Josie Sta Ana

Josie Sta Ana

Administrative Assistant
Learn more
 

Contact us

Address

500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 266-0147
Toll-free: 1 (800) 290-6643
Fax: (403) 260-0410
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.