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 M. Popowich, CIM
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
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, CIM, CFP, FCSI
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
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, B.Comm.
Investment Advisor
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
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
Client Associate
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.
Allie O'Neill
Client Associate
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 C. Wachniak, B.Comm., JD
Client Associate
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.
Ina Anton
Administrative Assistant
Ina assists the Personal Concierge team with administrative items and processes for clients. Her background combines customer service experience with a degree in taxation and business administration, which gives her the knowledge to assist in keeping your accounts up to date, prepare tax information for you and your accountants, and transfer accounts in an efficient and effective manner.
Justin Chan
Administrative Assistant
Justin supports the Client Associate team to deliver superior client service. With a number of years of industry experience, Justin’s service focus allows him to deliver excellent assistance with administrative items, updates, and other client requests.
Josie Sta Ana
Administrative Assistant
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
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 M. Popowich, CIM
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, CIM, CFP, FCSI
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, B.Comm.
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
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 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.
Allie O'Neill
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 C. Wachniak, B.Comm., JD
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.
Ina Anton
Ina assists the Personal Concierge team with administrative items and processes for clients. Her background combines customer service experience with a degree in taxation and business administration, which gives her the knowledge to assist in keeping your accounts up to date, prepare tax information for you and your accountants, and transfer accounts in an efficient and effective manner.
Justin Chan
Justin supports the Client Associate team to deliver superior client service. With a number of years of industry experience, Justin’s service focus allows him to deliver excellent assistance with administrative items, updates, and other client requests.
Josie Sta Ana
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
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.