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Popowich Karmali Advisory Group

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Retirement Insights

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
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Our blog

 
Concerned couple with investment advisor

CPP Timing: Smart Moves for a Fulfilling Retirement

Jeremy Schrader

April 08, 2025

On a recent episode of More Than Money, we posed a question we hear often: should you take CPP early or wait? ​​​​​​ Wealth Advisor and Investment Advisor Leanna Wachniak gave a thoughtful answer, one...

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Single senior doing financial paperwork at the kitchen table

Single Seniors Face an Unfair Tax Burden – Advocating for Change

Jeremy Schrader

March 28, 2025

Taxes are just something we have to pay, but who pays and how much can be up for interpretation depending on your personal situation.  For example, there are a lot more tax savings opportunities for m...

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Roll of American Money with a Canadian Flag underneath it

Tariff Confusion: How Will This Impact Your Retirement?

Jeremy Schrader

March 06, 2025

The long threatened tariffs are finally here, well some of them anyway. What impact will that have on your retirement portfolio?

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Happy retired couple living overseas

6 Reasons Why People May Want To Invest In Overseas Property In Retirement

Guest blog: Live and Invest Overseas

February 27, 2025

Buying a home in another country is a dream for many Canadians, but overseas property is more than just a lifestyle play. It can bring other important benefits in retirement.

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retired woman buying lettuce at the self checkout in a grocery store

Buy Canadian: It Might Not Have the Impact You Expect

Jeremy Schrader

February 12, 2025

The cost of living continues to rise, but what impact will the "Buy Canadian" trend have on the price of food? Could the plan backfire?

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Retired couple worried about their finances

Tariffs? Tariffs! Tariffs...

Jeremy Schrader

February 07, 2025

U.S. President Donald Trump created chaos with his tariffs. It forced the leaders of Mexico and here in Canada to scramble. Just the potential tariffs made a financial impact and could affect your re...

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Class ball resting on chart paper

Why rebalancing your portfolio is key for long-term success

Guest blog from the Alberta Securities Commission

January 31, 2025

Knowing the basics of how a balanced portfolio works, why portfolios drift, and what the rebalancing process looks like is essential to keeping you on track towards reaching your investment goals.

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Father and adult daughter work together on computer

Who should manage your finances when you’re not able to?

Kathryn Olson

January 24, 2025

Many aging parents believe their adult children are the natural choice. After all, who can you trust with such an important responsibility if not your closest family members? But are your kids really ...

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Hand holding cappuccino in Italy

5 Cultural Norms To Be Aware Of On Your Next Trip Abroad

Guest blog by Live and Invest Overseas

January 16, 2025

Every country in the world has their own cultural norms--the unspoken behaviours and practices that govern everyday social interactions. To locals, these unspoken social rules are second nature, but t...

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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.