Popowich Karmali Advisory Group
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
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 FutureTuesday, September 10, 2024
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 RetirementSilver 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 SeminarCarriage 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 SeminarSandman Signature Hotel
May 7, 2024
You’re facing unique financial challenges with retirement 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.
Join us for our latest retirement seminar for Lethbridge and area. Register for our seminar to learn how PKAG can help.
RSVP RSVP to Ensure Your Lifestyle Never Retires Lethbridge SeminarAre 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 SeminarNovember 18, 2024
The financial success of the majority of people we work with is a result of intentional, strategic, and long-term money habits developed over time to save, invest, and grow their wealth. The good news...
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