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

Popowich Karmali Advisory Group

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

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
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?

Retirement Seminar

Nov 10, 2026 07:00 PM Mountain Standard Time - Nov 10, 2026 08:00 PM Mountain Standard 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-efficient investment 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 Seminar
 

Retirement Insights

 
Man and woman stacking coins

3 common misconceptions about investing and how to overcome them

Kathryn Olson

July 19, 2024

Misconceptions can make investing seem intimidating or out of reach, but understanding the basics and starting with strong fundamentals can set you up for success. Here are some common misconceptions ...

Read more Read more about 3 common misconceptions about investing and how to overcome them
Two older adults sitting together at a table, using a laptop computer in a bright indoor setting.

Retirement, the great unknown: What assumptions are you making about retirement?

Kathryn Olson

July 11, 2024

One of the most common questions that we hear from people is ‘Will I outlive my money?’ and the answer is getting more complicated.

Read more Read more about Retirement, the great unknown: What assumptions are you making about retirement?
Man holding passport and plane ticket

You might be ready for your summer holiday . . . but is your passport?

Kathryn Olson

July 05, 2024

If you’re about to book the first trip you’ve taken in a while, you should do a quick quality control check on your passport and make sure it’s in good working condition before booking your tickets. H...

Read more Read more about You might be ready for your summer holiday . . . but is your passport?
Senior couple holding piggy bank

From saving to drawdown in retirement: Understanding RRIFs

Kathryn Olson

July 02, 2024

How do you withdraw from your hard-earned savings and create a steady income stream through your golden years? One way is through a Registered Retirement Income Fund (RRIF), the bridge between your ac...

Read more Read more about From saving to drawdown in retirement: Understanding RRIFs
Donation jar

Making your money go further: The benefits of planned giving

Kathryn Olson

June 21, 2024

Whether you want to help your community, advance medical research, or protect the environment, giving back speaks to who you are and the values you hold. But did you know that there are more strategi...

Read more Read more about Making your money go further: The benefits of planned giving
Adult child hugging parent

How to Have Tough Conversations With Your Aging Parents

Kathryn Olson

June 12, 2024

As our parents age, many Canadians are having to ask themselves, and their parents some tough questions. Tackling those questions is never easy, but the first step is an honest, informed discussion.

Read more Read more about How to Have Tough Conversations With Your Aging Parents
Man putting coins in a jar labelled emergency

Need to take money out of your portfolio? 6 questions your advisor should be asking.

Kathryn Olson

May 31, 2024

Seeing your nest egg shrink is one of the hardest pills to swallow in retirement. Your financial plan should ensure you have enough to support your day-to-day lifestyle and check some items off your b...

Read more Read more about Need to take money out of your portfolio? 6 questions your advisor should be asking.
Cell phone and tablet with bitcoin symbol above

Cryptocurrency: What's the Risk and How to Protect Yourself

Kathryn Olson

May 24, 2024

Despite the controversy surrounding cryptocurrency, a recent study by KPMG found that Canada's investment sector has actually been warming up to it. But while it does offer potential for higher return...

Read more Read more about Cryptocurrency: What's the Risk and How to Protect Yourself
Federal Budget 2024

Capital Gains Changes: What They Mean for Business Owners

Kathryn Olson

May 16, 2024

The proposed budget changes are creating a stir in Canadian homes and in the business community, but not all of it is bad. But good, bad, or ugly, they will likely be big issues heading into next year...

Read more Read more about Capital Gains Changes: What They Mean for Business Owners
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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.