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

Popowich Karmali Advisory Group

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  • Who We Are
    • Meet The Team
  • About Us
    • Our Process
    • Services
  • Events
  • Retirement Insights
  • Media
    • More Than Money
  • Contact Us
    • Connect With Us

Retirement Insights

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0469
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Events

Advisors image + Seminar Date Date (March 3)

Can You Live the Lifestyle You Want in Retirement?

Mar 03, 2026 07:00 PM Mountain Standard Time - Mar 03, 2026 08:00 PM Mountain Standard Time

Take control of your retirement. How do you ensure your money lasts, protect what you’ve built, and still enjoy the lifestyle you deserve? 

Join us for an exclusive, in-person seminar tailored for Albertans just like you. We’ll explore common financial pitfalls in retirement and share practical strategies to help you navigate them with confidence.

Discover how the PKAG team offers personalized solutions and tackles the concerns often missed, by assisting with your financial future and ensuring your retirement is truly yours.

 

Space is limited. Reserve your seat today.

RSVP RSVP to Can You Live the Lifestyle You Want in Retirement?
Will Your Wealth Last a Lifetime?

Will Your Wealth Last a Lifetime?

Nov 04, 2025 07:00 PM Mountain Standard Time - Nov 04, 2025 08:00 PM Mountain Standard Time

How do you turn savings into income, guard against rising costs, and still enjoy the retirement you’ve earned?

Join us for an exclusive, in-person seminar tailored for Albertans just like you. We’ll explore the risks that can erode your retirement income and share strategies to help protect your financial future.

Discover how the PKAG team offers personalized solutions and a proven process to help ensure your wealth supports the lifestyle you deserve

RSVP RSVP to Will Your Wealth Last a Lifetime?
Can You Live the Lifestyle You Want in Retirement?

Can You Live the Lifestyle You Want in Retirement?

Sep 16, 2025 07:00 PM Eastern Daylight Time - Sep 16, 2025 08:00 PM Eastern Daylight Time

Take control of your retirement. How do you ensure your money lasts, protect what you’ve built, and still enjoy the lifestyle you deserve? 

Join us for an exclusive, in-person seminar tailored for Albertans just like you. We’ll explore common financial pitfalls in retirement and share practical strategies to help you navigate them with confidence.

Discover how the PKAG team offers personalized solutions and tackles the concerns often missed, by assisting with your financial future and ensuring your retirement is truly yours.

RSVP RSVP to Can You Live the Lifestyle You Want in Retirement?
Will Your Retirement Savings Keep Up with Your Lifestyle?

Will Your Retirement Savings Keep Up with Your Lifestyle?

Aug 12, 2025 07:00 PM Mountain Daylight Time - Aug 12, 2025 08:00 PM Mountain Daylight Time

Will Your Retirement Savings Keep Up with Your Lifestyle?    

Take control of your retirement. How do you ensure your money lasts, protect what you’ve built, and still enjoy the lifestyle you deserve? 

Join us for an exclusive, in-person seminar tailored for Albertans just like you. We’ll explore common financial pitfalls in retirement and share practical strategies to help you navigate them with confidence.

Discover how the PKAG team offers personalized solutions and tackles the concerns often missed, by assisting with your financial future and ensuring your retirement is truly yours.

 

Space is limited. Reserve your seat today.

RSVP RSVP to Will Your Retirement Savings Keep Up with Your Lifestyle?
Retire on Your Terms: Protect, Grow, and Enjoy What You’ve Built

Retire on Your Terms: Protect, Grow, and Enjoy What You’ve Built

Jun 24, 2025 07:00 PM Mountain Daylight Time - Jun 24, 2025 08:00 PM Mountain Daylight Time

You’ve worked hard to get where you are. Now it’s about ensuring what you’ve built continues to support the lifestyle, freedom, and legacy you want.
 

For those approaching or already in retirement, the question is not just "Will I have enough?" but "Will I have enough to do what I want and live the way I choose?"


It is about making the most of what you have while protecting it from risks that could disrupt your plans.
 

This exclusive, in-person seminar is designed for Albertans with complex financial needs who are looking for more than basic retirement planning.
Learn how to create a strategy that protects your wealth, supports your lifestyle, and keeps you prepared for whatever comes next.
 

Discover how PKAG helps clients align their financial strategy with the life they want to live today and the legacy they want to leave tomorrow.

Tuesday, June 24, 2025 
7:00 pm
Silver Springs Golf & Country Club
1600 Varsity Estates Drive NW Calgary, AB
 

Space is limited. Reserve your seat today.

RSVP RSVP to Retire on Your Terms: Protect, Grow, and Enjoy What You’ve Built
Retirement Seminar PKAG May 26, 2026

Retirement Planning Seminar in Calgary: Build a Clear Path Forward

Jul 14, 2026 07:00 PM Mountain Daylight Time - Jul 14, 2026 08:00 PM Mountain Daylight Time

Join us for an upcoming retirement planning seminar in Calgary designed to help you plan with more clarity and confidence. We'll walk through the key decisions that shape retirement, including income planning, tax strategies, and how to build a plan that can adapt over time. This session is built for Canadians who want a more structured, practical approach to retirement. 

Reserve your seat and take the next step toward a more confident retirement plan. 

RSVP RSVP to Retirement Planning Seminar in Calgary: Build a Clear Path Forward
 

Our blog

 
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A senior man hopes that his investments will pay off

Before Asking “What Should I Invest In?”, Ask This

Leanna Wachniak

May 26, 2026

Before we talk about what to buy, we need to take a step back and ask something more important: What do you need your investments to do for you?

Read more Read more about Before Asking “What Should I Invest In?”, Ask This
Woman at the beach

Retirement Tax Planning: Plan Your Tax to Relax

Robert Gerrie

March 25, 2026

There’s a quote from Albert Einstein that always stuck in my mind: “The hardest thing in the world to understand is income tax.” It’s because, like the stars, it is constantly changing over time.

Read more Read more about Retirement Tax Planning: Plan Your Tax to Relax
A couple are divided after their conversation about dividends

Are You Divided Over Dividends?

David M. Popowich

March 06, 2026

Relying on dividends for retirement income sounds safe but it can create hidden risks. Learn how to build a more flexible retirement strategy.

Read more Read more about Are You Divided Over Dividends?
A man wants to hold onto his piggy bank to save more on RRSPs

Why Your RRSP Doesn't Feel Right as You Near Retirement

Robert Gerrie

February 09, 2026

You did what you were told: you saved in your RRSP. So why does retirement still feel uneasy? This blog explains the disconnect many Canadians experience as retirement gets closer.

Read more Read more about Why Your RRSP Doesn't Feel Right as You Near Retirement
A senior man leaps from work to retirement

How Do You Take the Leap from Work to Retirement?

PKAG

January 07, 2026

Retirement isn’t one leap it’s a series of steps that rebuild identity, reconnect relationships, and restore purpose after leaving work. Without a clear vision, you may drift. The goal isn’t just to s...

Read more Read more about How Do You Take the Leap from Work to Retirement?
Parliament Hill building

2025 Federal Budget: What Retired People Need to Know

PKAG

November 07, 2025

The 2025 federal budget lowers the lowest personal tax rate and updates rules for trusts, tax credits, and housing taxes - key changes retirees should review for their retirement plans.

Read more Read more about 2025 Federal Budget: What Retired People Need to Know
Holding hands to grieve can be a good way to find yourself after losing a loved one

How to Handle Your Finances After Losing a Loved One

Jordan DeFazio

August 20, 2025

If you’ve recently lost a loved one, managing finances can feel overwhelming. Start by gathering key documents like the death certificate, will, and account statements. Notify Service Canada, banks, a...

Read more Read more about How to Handle Your Finances After Losing a Loved One
Clock placed over the word PENSION on a blue background.

The Pension Descension: Why the Guarantee is Gone

Jordan DeFazio

July 16, 2025

With only 40% of private-sector workers still in defined benefit (DB) plans, most Canadians can no longer rely on the promise of predictable retirement income. The shift to defined contribution (DC) p...

Read more Read more about The Pension Descension: Why the Guarantee is Gone
A senior citizen holds a boombox in front of the American flag

Your U.S. Dreamhome Could Turn Into a Retirement Nightmare

Jordan DeFazio

June 18, 2025

If you own any U.S. property, Trump’s new “One Big, Beautiful” could cost you big time. Why? It could affect your returns or inflate your selling costs.

Read more Read more about Your U.S. Dreamhome Could Turn Into a Retirement Nightmare
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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.