Popowich Karmali Advisory Group

Older couple looking out into the distance

Worried About Running Out of Money in Retirement?
Let’s Protect the Life You’ve Built.

If you're nearing retirement or already there, you’ve spent decades working hard, saving diligently, and making smart decisions to build the life you enjoy today, but even with a strong financial foundation, rising costs, market volatility, and taxes can still create uncertainty about the future.

That’s where we come in.

At the Popowich Karmali Advisory Group, we help Albertans protect what they’ve built, generate steady retirement income, and reduce taxes through personalized, hands-on planning. Our team focuses on retirement income strategies, estate planning, and tax-efficient wealth management so you can move forward with clarity and confidence.

Let’s create a plan that supports the lifestyle you want and helps you worry less about what comes next.

Join us for one of our in-person events where we'll discuss common financial risks in retirement and how we can help protect against them by attending our seminars.

Even if you already have a financial plan in place, we can review it to identify any potential risks and ensure you're on track to achieve your retirement dreams. Contact us today.

Retirement is Complex

What do you want your retirement lifestyle to look like? What experiences do you want to have? PKAG understands both your financial & lifestyle goals.

[Woman looking at cellphone and writing in notebook while in her kitchen]

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

[PKAG.ca]

Dave Popowich 00:01

Retirement, in my opinion, is the most complex period of a person's financial life, nevermind their lifestyle themselves given the transition they're going to go through as they get older and face health issues.

[Couple looking at laptop]

[Couple reviewing paperwork]

[Dave Popowich, Senior Portfolio Manager, PKAG]

Faisal Karmali 00:10

PKAG is here to help because we specialize in this area.

[Faisal Karmali, Senior Portfolio Manager, PKAG]

[Four people - Dave Popowich, Faisal Karmali, Rob Gerrie, and Leanna Wachniak - meeting in an office]

Dave Popowich 00:14

Please reach out to us. We're here to help. We're here to educate.

[PKAG specializes in retirement]

Faisal Karmali 00:17

You can call to book a meeting, or you can attend one of our seminars.

[Faisal Karmali, Leanna Wachniak, Dave Popowich standing in front of projector screen]

Dave Popowich 00:21

Life is complex and retirement is complex. You need the Popowich Karmali Advisory Group.

[Couple sitting on their couch with their iPad]

[Couple kissing on a porch swing]

[Dave Popowich sitting in his office]

[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

[Woman looking at cellphone and writing in notebook while in her kitchen]

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

[PKAG.ca]

Dave Popowich 00:01

Retirement, in my opinion, is the most complex period of a person's financial life, nevermind their lifestyle themselves given the transition they're going to go through as they get older and face health issues.

[Couple looking at laptop]

[Couple reviewing paperwork]

[Dave Popowich, Senior Portfolio Manager, PKAG]

Faisal Karmali 00:10

PKAG is here to help because we specialize in this area.

[Faisal Karmali, Senior Portfolio Manager, PKAG]

[Four people - Dave Popowich, Faisal Karmali, Rob Gerrie, and Leanna Wachniak - meeting in an office]

Dave Popowich 00:14

Please reach out to us. We're here to help. We're here to educate.

[PKAG specializes in retirement]

Faisal Karmali 00:17

You can call to book a meeting, or you can attend one of our seminars.

[Faisal Karmali, Leanna Wachniak, Dave Popowich standing in front of projector screen]

Dave Popowich 00:21

Life is complex and retirement is complex. You need the Popowich Karmali Advisory Group.

[Couple sitting on their couch with their iPad]

[Couple kissing on a porch swing]

[Dave Popowich sitting in his office]

[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

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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.