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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Popowich Karmali Advisory Group

  • Home
  • About us
    • Our team
    • Our process
    • What makes us different
  • Services
  • Market insights
    • Media
    • Our blog
  • Seminar
  • Community
    • Our involvment
  • Contact us

Our team

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 

The Next Generation Advisor

The Popowich Karmali Advisory Group is passionate about changing the way the financial industry treats clients, by placing you firmly at the heart of every decision that is made and treating your financial life holistically. This dedication and innovative approach earned the team the cover of Advisor Magazine (an investment industry publication by Dynamic Funds) in the fall of 2014, where they were named "the Next Generation Advisor" and received praises for their client-centric approach as the model that the advisory field should strive for.

The Popowich Karmali Advisory Group takes a unique team approach to your portfolio. Instead of dealing with one advisor and assistant, your strategy benefits from the knowledge, experience and expertise of every team member. This also allows every team member to develop a specialty, and gain deeper knowledge and skills to support your investment goals in those areas than they otherwise might.

Who should I contact?

Existing clients: please contact an Advisor for questions regarding your portfolio or your Personal Concierge (Albert, Courtney or Allie) for administrative items including requests for cash, account updates, meeting requests or general questions.

If you are not a current client of the Popowich Karmali Advisory Group, please contact Allie O'Neill at 403 974-3352 with your questions or to book a meeting with the team.

 
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OUR TEAM

We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.

David Popowich

David M. Popowich, CIM

Portfolio Manager

Senior Wealth Advisor

Senior Investment Advisor

Tel:

(403) 266-0151

Email:

David.Popowich@cibc.com

Dave is one of the principals of the Popowich Karmali Advisory Group, a Portfolio Manager and Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM®) designation. Dave co-hosts More Than Money, a weekly radio program dedicated to retirement finance and lifestyle. He is also a Business and Market Expert for NewsTalk770 (CHQR AM770) radio, and CTV, where he appears regularly to share his insights on retirement, financial and economic issues.

Faisal Karmali

Faisal Karmali, CIM, CFP, FCSI

Portfolio Manager

Senior Wealth Advisor

Senior Investment Advisor

Tel:

(403) 266-0147

Email:

faisal.karmali@cibc.com

Linkedin

Faisal is one of the principals of the Popowich Karmali Advisory Group, a Portfolio Manager and Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM®), and Certified Financial Planner (CFP®) designations. Faisal co-hosts More Than Money, a weekly radio program dedicated to retirement finance and lifestyle. He is also a Business and Market Expert for NewsTalk770 (CHQR AM770) radio, and CTV, where he appears regularly to share his insights on retirement, financial and economic issues.

Robert Gerrie

Robert Gerrie, B.Comm.

Wealth Advisor

Investment Advisor

Tel:

(403) 508-3284

Email:

Robert.Gerrie@cibc.com

Rob is an Investment Advisor with the Popowich Karmali Advisory Group. With a degree in Accounting and over 10 years of experience in the investment industry, Rob is a valuable member of the advisory team, helping clients achieve the retirement lifestyle that they have envisioned. His role includes assisting clients with planning their overall wealth strategy and retirement planning, using the Popowich Karmali Advisory Group's wealth management process.

headshot

Albert Kim

Client Associate

Tel:

(403) 260-0452

Email:

albert.kim@cibc.com

Albert is one of the Popowich Karmali Advisory Group Client Associates. With a background in Finance and nearly a decade of experience at CIBC Wood Gundy, Albert is one of the first points of contact for clients with the team. His knowledge and experience with trading and client service, as well as his background as an advisor, allow him to offer superior service and insight to our clients.

Courtney Lacroix

Courtney Lacroix

Client Associate

Tel:

(403) 266-0125

Email:

Courtney.Lacroix@cibc.com

Courtney is one of the Personal Concierges for clients of the Popowich Karmali Advisory Group She offers superior client service, support, administrative help and is your first point of contact with the team. With over three years of experience with CIBC Wood Gundy and years of customer service, Courtney handles everything from account openings and updates, review scheduling, to money transfers, contributions and withdrawals.

Alexandra ONeill

Allie O'Neill

Client Associate

Tel:

(403) 974-3352

Email:

Alexandra.O'Neill@cibc.com

Allie offers superior client service to new families joining the Popowich Karmali Advisory Group. She assists with new account opening, documentation, transfers, and helping new clients get to know our team. With a Certificate in Financial Services Advice and six years of experience in the finance industry, she helps to deliver the smoothest possible experience when you transition to the Popowich Karmali Advisory Group.

Leanna Wachniak

Leanna C. Wachniak, B.Comm., JD

Wealth Advisor

Investment Advisor

Tel:

(403) 260-0449

Email:

Leanna.Wachniak@cibc.com

Leanna heads communications and client service for the Popowich Karmali Advisory Group. Her degrees in both Commerce (Marketing) and Law serve her well in her role handling media and marketing for the team, coordinating events and seminars, and ensuring clients are kept up to date on the ongoing changes in the market and their portfolios.

Josie Sta Ana

Josie Sta Ana

Administrative Assistant

Tel:

(403) 231-3385

Email:

Josie.StaAna@cibc.com

Josie supports the Personal Concierge team in processing client requests. Josie has over 10 years of experience in financial services, in roles from administration to management. Her experience helps make processes such as account updates, preparation for tax documents for you and your accounts, and other administrative items a smooth process for clients.

headshot

Suzanne Magner, CFP

Financial Planning Specialist

Tel:

(403) 266-0170

Email:

suzanne.magner@cibc.com

Suzanne Magner is a Financial Planning Specialist with the Popowich Karmali Advisory Group. She holds the Certified Financial Planner (CFP®) designation, and has been in the wealth management industry for 20 years. She works with the PKAG Advisors to design retirement financial plans and find solutions for clients.

David Popowich

David M. Popowich, CIM

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
(403) 266-0151
David.Popowich​@cibc.com

Dave is one of the principals of the Popowich Karmali Advisory Group, a Portfolio Manager and Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM®) designation. Dave co-hosts More Than Money, a weekly radio program dedicated to retirement finance and lifestyle. He is also a Business and Market Expert for NewsTalk770 (CHQR AM770) radio, and CTV, where he appears regularly to share his insights on retirement, financial and economic issues.

Faisal Karmali

Faisal Karmali, CIM, CFP, FCSI

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
(403) 266-0147
faisal.karmali​@cibc.com
Linkedin

Faisal is one of the principals of the Popowich Karmali Advisory Group, a Portfolio Manager and Investment Advisor at CIBC Wood Gundy. He holds the Chartered Investment Manager (CIM®), and Certified Financial Planner (CFP®) designations. Faisal co-hosts More Than Money, a weekly radio program dedicated to retirement finance and lifestyle. He is also a Business and Market Expert for NewsTalk770 (CHQR AM770) radio, and CTV, where he appears regularly to share his insights on retirement, financial and economic issues.

Robert Gerrie

Robert Gerrie, B.Comm.

Wealth Advisor
Investment Advisor
(403) 508-3284
Robert.Gerrie​@cibc.com

Rob is an Investment Advisor with the Popowich Karmali Advisory Group. With a degree in Accounting and over 10 years of experience in the investment industry, Rob is a valuable member of the advisory team, helping clients achieve the retirement lifestyle that they have envisioned. His role includes assisting clients with planning their overall wealth strategy and retirement planning, using the Popowich Karmali Advisory Group's wealth management process.

Albert Kim

Client Associate
(403) 260-0452
albert.kim​@cibc.com

Albert is one of the Popowich Karmali Advisory Group Client Associates. With a background in Finance and nearly a decade of experience at CIBC Wood Gundy, Albert is one of the first points of contact for clients with the team. His knowledge and experience with trading and client service, as well as his background as an advisor, allow him to offer superior service and insight to our clients.

Courtney Lacroix

Courtney Lacroix

Client Associate
(403) 266-0125
Courtney.Lacroix​@cibc.com

Courtney is one of the Personal Concierges for clients of the Popowich Karmali Advisory Group She offers superior client service, support, administrative help and is your first point of contact with the team. With over three years of experience with CIBC Wood Gundy and years of customer service, Courtney handles everything from account openings and updates, review scheduling, to money transfers, contributions and withdrawals.

Alexandra ONeill

Allie O'Neill

Client Associate
(403) 974-3352
Alexandra.O'Neill​@cibc.com

Allie offers superior client service to new families joining the Popowich Karmali Advisory Group. She assists with new account opening, documentation, transfers, and helping new clients get to know our team. With a Certificate in Financial Services Advice and six years of experience in the finance industry, she helps to deliver the smoothest possible experience when you transition to the Popowich Karmali Advisory Group.

Leanna Wachniak

Leanna C. Wachniak, B.Comm., JD

Wealth Advisor
Investment Advisor
(403) 260-0449
Leanna.Wachniak​@cibc.com

Leanna heads communications and client service for the Popowich Karmali Advisory Group. Her degrees in both Commerce (Marketing) and Law serve her well in her role handling media and marketing for the team, coordinating events and seminars, and ensuring clients are kept up to date on the ongoing changes in the market and their portfolios.

Josie Sta Ana

Josie Sta Ana

Administrative Assistant
(403) 231-3385
Josie.StaAna​@cibc.com

Josie supports the Personal Concierge team in processing client requests. Josie has over 10 years of experience in financial services, in roles from administration to management. Her experience helps make processes such as account updates, preparation for tax documents for you and your accounts, and other administrative items a smooth process for clients.

Suzanne Magner, CFP

Financial Planning Specialist
(403) 266-0170
suzanne.magner​@cibc.com

Suzanne Magner is a Financial Planning Specialist with the Popowich Karmali Advisory Group. She holds the Certified Financial Planner (CFP®) designation, and has been in the wealth management industry for 20 years. She works with the PKAG Advisors to design retirement financial plans and find solutions for clients.

 
 
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