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Popowich Karmali Advisory Group

  • Home
  • About us
    • Our team
  • What we do
    • Our Detailed Process
    • What makes us different
  • Events & Seminars
  • More Than Money
    • Media
    • Our blog
  • Contact us
  • Connect with Us

Events & Seminars

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
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Calgary Events & Seminars

What If Your Wealth Doesn’t Last as Long as You Do?
Discover What Many Retirees Overlook

Even with a strong portfolio, retirement can bring new uncertainties. Will your money support your lifestyle 10, 20, or even 30 years from now? Could you be missing out on strategies that others never hear about?

Join us for an exclusive in-person seminar created for Albertans who are approaching or already in retirement. Whether you’re planning ahead or currently working with another advisor, this event reveals what many overlook. Learn how to protect your wealth, preserve your lifestyle, and take advantage of planning opportunities most retirees may miss.

PKAG’s experienced team will share insights that go beyond the standard advice. We stress test plans against real risks and help you make informed decisions with confidence.

Seating is limited. Reserve your spot today and stay one step ahead in retirement.

 

Events

Popowich Karmali Advisory Group Seminar April 8, 2025 Silver Springs Golf & Country Club click RSVP to register

Can You Live the Lifestyle You Want in Retirement?

Apr 08, 2025 07:00 PM Mountain Daylight Time - Apr 08, 2025 08:00 PM Mountain Daylight Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Silver Springs Golf & Country Club

1600 Varsity Estates Drive NW
Calgary, AB T3B 2W9
April 8, 2025
7:00pm to 8:00 PM

 

Seating is limited so register today!

RSVP RSVP to Can You Live the Lifestyle You Want in Retirement?
Carriage House Hotel & Conference Centre 9030 MacLeod Trail S Calgary, Alberta T2H 0M4 7:00pm to 8:00 PM Seating is limited so register today!

How Do You Keep From Running Out of Money In Retirement?

Feb 25, 2025 07:00 PM Mountain Standard Time - Feb 25, 2025 08:00 PM Mountain Standard Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Carriage House Hotel & Conference Centre

9030 MacLeod Trail S
Calgary, Alberta T2H 0M4
February 25, 2025
7:00pm to 8:00 PM

 

Seating is limited so register today!

RSVP RSVP to How Do You Keep From Running Out of Money In Retirement?
PKAG Retirement Seminar, Tuesday January 14

Will Your Retirement Savings Keep Up with Your Lifestyle?

Jan 14, 2025 07:00 PM Mountain Standard Time - Jan 14, 2025 08:00 PM Mountain Standard Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Silver Springs Golf and Country Club

1600 Varsity Estates Drive N.W.

Calgary, Alberta T3B 2W9
7:00pm to 8:00 PM

 

Seating is limited so register today!

RSVP RSVP to Will Your Retirement Savings Keep Up with Your Lifestyle?
Popowich Karmali Advisory Group Calgary Retirement Seminar Tuesday, December 3, 2024 Click RSVP Button to Register

How to Keep From Outliving Your Money in Retirement Seminar

Dec 03, 2024 07:00 PM Mountain Standard Time - Dec 03, 2024 08:00 PM Mountain Standard Time

Are you within 10 years of retirement or already retired with a well-established financial foundation? If so, you might be wondering, “Will my savings truly support me?” or “How can I prepare for future healthcare costs?”

Join us in Calgary on December 3, 2024, at The Carriage House Hotel, from 7:00 to 8:00 pm, for a relaxed, informative retirement seminar.

This is your chance to connect with the team at the Popowich Karmali Advisory Group. We’ll discuss ways to protect your hard-earned wealth, adapt to market changes, and help you enjoy the retirement you’ve envisioned—free from financial worry.

We look forward to seeing you there.

RSVP RSVP to How to Keep From Outliving Your Money in Retirement Seminar
Popowich Karmali Advisory Group retirement seminar Tuesday, October 29

Securing Your Retirement: Protecting Your Wealth and Planning for the Future

Oct 29, 2024 07:00 PM Mountain Daylight Time - Oct 29, 2024 08:00 PM Mountain Daylight Time

If you're within 10 years of retirement or already retired with more than $500,000 in investable assets, there are probably some really important things on your mind.

Concerns like, "Will my savings last?" or "How do I handle healthcare costs?" are often at the top of that list.

That’s why we’re inviting you to join us in Calgary:
October 29, 2024
The Hamptons Golf Club
7:00 to 8:00 pm
for a relaxed, and informative, retirement seminar.

It’s a chance to sit down with the team from the Popowich Karmali Advisory Group and talk through the real issues like protecting your wealth, navigating market changes, and making sure you can enjoy your retirement without worrying.

We'd love to see you there.

RSVP RSVP to Securing Your Retirement: Protecting Your Wealth and Planning for the Future
PKAG Retirement seminar September 10, Carriage House Inn

Learn How to Better Control Your Finances in Retirement

Sep 10, 2024 07:00 PM Mountain Daylight Time - Sep 10, 2024 08:00 PM Mountain Daylight Time

Tuesday, September 10, 2024

Carriage House Inn
 

There are a lot of financial pitfalls to worry about in retirement.  The biggest one? "Will I run out of money?"  That answer depends on a lot of factors, ones we can help you create a plan to get through.

What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.

Join us for our latest FREE, in-person and no obligation retirement seminar for Calgary and area. Register for our seminar to learn how PKAG can help.

RSVP RSVP to Learn How to Better Control Your Finances in Retirement
Dave Popowich & Fasial Karmali PKAG Calgary In-Person Seminar Silver Springs Golf & Country Club July 16, 2024

Bulletproof Your Retirement Calgary Seminar

Jul 16, 2024 07:00 PM Mountain Daylight Time - Jul 16, 2024 08:00 PM Mountain Daylight Time

Silver Springs Golf & Country Club
July 16, 2024
Free Event

What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.

Register for our free in-person seminar to learn how PKAG can help.

RSVP RSVP to Bulletproof Your Retirement Calgary Seminar
Leanna, Faisal, Dave & Rob from the PKAG team for a retirement seminar at June 4th

Ensure Your Lifestyle Never Retires Calgary Seminar

Jun 04, 2024 07:00 PM Mountain Daylight Time - Jun 04, 2024 08:00 PM Mountain Daylight Time

Carriage House Inn

June 4, 2024


Retirement is one of the most complex and vulnerable stages of your life.

You’re facing unique financial challenges like protecting your income, growing your savings, and providing for your family after you’re gone.

But have you only thought about the money?

What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.

Register for our seminar to learn how PKAG can help.

RSVP RSVP to Ensure Your Lifestyle Never Retires Calgary Seminar
PKAG Calgary Retirement Seminar May 13 at the Carriage House Inn Click RSVP to register

The Retirement You’ve Worked For: Make It Happen

May 13, 2025 07:00 PM Mountain Daylight Time - May 13, 2025 08:00 PM Mountain Daylight Time

You’ve worked hard to build the life you have. Now it’s time to ensure that life continues on your terms.

As retirement approaches, the question isn't just "Will I have enough?" It’s "How do I protect what I’ve built and make the most of it?"

Your goals go beyond basic planning. You want clarity, confidence, and a team that understands the complexities of wealth, lifestyle, and legacy.

Join us for an exclusive, in-person retirement seminar tailored for successful Albertans who are planning for the next chapter. Learn how PKAG helps clients align their financial strategy with the life they want to live.

Space is limited. Reserve your seat today.

Carriage House Inn
May 13, 2025
7:00pm to 8:00pm

RSVP RSVP to The Retirement You’ve Worked For: Make It Happen
 

Can't make it to our in-person event?

Popowich Karmali Advisory Group Click to Register

We'd love to see you in person, but if you can't make it and you want to learn more about how PKAG can help you in your retirement, you're in luck.  You can watch our on-demand webinar too!  

You need an expert to help navigate your finances leading up to, and in retirement, so you can life the lifestyle you want and in this webinar you'll see how PKAG can help. Click here to register.

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The Four Buckets of Retirement Planning.

The Four Buckets is a way of looking at your retirement assets that addresses the conflicting goals of growth, protection, stability & flexibility.

 

[Your biggest concerns are at the heart of our strategy]

[Man looking at his laptop]

[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]

[PKAG.ca]

 

Faisal Karmali  00:01

Number one biggest concern, do I have income for the rest of my life?

 

[Couple reviewing paperwork]

 

Dave Popowich  00:05

Retirement can be an extended period of time. 30, 35 years and inflation can erode money over that period of time. So you still need growth.

 

[Couple sitting on the beach]

[Woman sitting at her laptop, reviewing paperwork]

 

Faisal Karmali  00:12

As I age, I will need some sort of health care protection and when I pass away, I'm going to leave a legacy to the people I love.

 

[Couple talking over a cup of coffee]

[Man with cane looking out the window]

[Family walking on the beach]

 

Dave Popowich  00:18

It's the connection between all of the different buckets, tax, linking it all back ultimately to the plan and the vision that the family has that makes our practice unique.

 

[Woman looking around at skyscrapers]

[Man with briefcase walking down stairs]

[Couple working at laptop]

 

[Popowich Karmali Advisory Group]

[Visit us at PKAG.ca]

[Call to book a meeting 403-266-0147]

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie are Investment Advisors with CIBC Wood Gundy in Calgary. The views of David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gu

[Your biggest concerns are at the heart of our strategy]

[Man looking at his laptop]

[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]

[PKAG.ca]

 

Faisal Karmali  00:01

Number one biggest concern, do I have income for the rest of my life?

 

[Couple reviewing paperwork]

 

Dave Popowich  00:05

Retirement can be an extended period of time. 30, 35 years and inflation can erode money over that period of time. So you still need growth.

 

[Couple sitting on the beach]

[Woman sitting at her laptop, reviewing paperwork]

 

Faisal Karmali  00:12

As I age, I will need some sort of health care protection and when I pass away, I'm going to leave a legacy to the people I love.

 

[Couple talking over a cup of coffee]

[Man with cane looking out the window]

[Family walking on the beach]

 

Dave Popowich  00:18

It's the connection between all of the different buckets, tax, linking it all back ultimately to the plan and the vision that the family has that makes our practice unique.

 

[Woman looking around at skyscrapers]

[Man with briefcase walking down stairs]

[Couple working at laptop]

 

[Popowich Karmali Advisory Group]

[Visit us at PKAG.ca]

[Call to book a meeting 403-266-0147]

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie are Investment Advisors with CIBC Wood Gundy in Calgary. The views of David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gu

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Every element is designed to support your goals

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Investment Management

We'll help grow your wealth with predictable, sustainable, tax-efficient methods. You will benefit from our rigour and discipline with a suite of investment solutions aligned with your goals. The Popowich Karmali Advisory Group removes the worry and stress of individual stock-picking and provides a complete portfolio solution. 

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Wealth Planning

You will have access to specialized expertise to structure, preserve and optimize your wealth. We will create a professionally managed investment portfolio with the goal of achieving above-average returns, in order to replenish your income stream in perpetuity. 

 

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Health Planning

We structure your portfolio in a way that help's protect you and your family's quality of life in the event of a health issue.  We also keep on top of medical tax strategies as required by changes by the goverment.

 

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Estate and trust

You will have access to solutions for some of life's most significant decisions and shape your lasting legacy. We provide the comfort of knowing your assets will be passed on in the way that you wish.  We also quantify and optimize the tax liabilities in your estate plan.

Learn more
 
Senior holding his glasses after realizing he's losing his job

Forced into Retirement? Here’s What to Do and When to Start Planning

Jeremy Schrader

May 13, 2025

Retirement sometimes doesn't come on your terms. Whether it's due to company restructuring, health issues, or market downturns,  being forced into retirement can feel like the rug has been pulled out ...

Read more Read more about Forced into Retirement? Here’s What to Do and When to Start Planning
 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.