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Popowich Karmali Advisory Group

  • Home
  • About us
    • Our team
  • What we do
    • Our Detailed Process
    • What makes us different
  • Events & Seminars
  • More Than Money
    • Media
    • Our blog
  • Contact us
  • Connect with Us

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
Email Email us
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Worried About Running Out of Money in Retirement?
Let’s Protect the Life You’ve Built.

If you're nearing retirement or already there, you’ve spent decades working hard, saving diligently, and making smart decisions to build the life you enjoy today, but even with a strong financial foundation, rising costs, market volatility, and taxes can still create uncertainty about the future.

That’s where we come in.

At the Popowich Karmali Advisory Group, we help Albertans protect what they’ve built, generate steady retirement income, and reduce taxes through personalized, hands-on planning. Our team focuses on retirement income strategies, estate planning, and tax-efficient wealth management so you can move forward with clarity and confidence.

Let’s create a plan that supports the lifestyle you want and helps you worry less about what comes next.

Join us for one of our in-person seminars where we'll show you some of the common financial risks in retirement and how together we can help protect against them.

Even if you already have a financial plan in place, we can review it to identify any potential risks and ensure you're on track to achieve your retirement dreams.
Contact us today.

 

Events

PKAG Calgary Retirement Seminar May 13 at the Carriage House Inn Click RSVP to register

The Retirement You’ve Worked For: Make It Happen

May 13, 2025 07:00 PM Mountain Daylight Time - May 13, 2025 08:00 PM Mountain Daylight Time

You’ve worked hard to build the life you have. Now it’s time to ensure that life continues on your terms.

As retirement approaches, the question isn't just "Will I have enough?" It’s "How do I protect what I’ve built and make the most of it?"

Your goals go beyond basic planning. You want clarity, confidence, and a team that understands the complexities of wealth, lifestyle, and legacy.

Join us for an exclusive, in-person retirement seminar tailored for successful Albertans who are planning for the next chapter. Learn how PKAG helps clients align their financial strategy with the life they want to live.

Space is limited. Reserve your seat today.

Carriage House Inn
May 13, 2025
7:00pm to 8:00pm

RSVP RSVP to The Retirement You’ve Worked For: Make It Happen
Popowich Karmali Advisory Group Seminar April 8, 2025 Silver Springs Golf & Country Club click RSVP to register

Can You Live the Lifestyle You Want in Retirement?

Apr 08, 2025 07:00 PM Mountain Daylight Time - Apr 08, 2025 08:00 PM Mountain Daylight Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Silver Springs Golf & Country Club

1600 Varsity Estates Drive NW
Calgary, AB T3B 2W9
April 8, 2025
7:00pm to 8:00 PM

 

Seating is limited so register today!

RSVP RSVP to Can You Live the Lifestyle You Want in Retirement?
Carriage House Hotel & Conference Centre 9030 MacLeod Trail S Calgary, Alberta T2H 0M4 7:00pm to 8:00 PM Seating is limited so register today!

How Do You Keep From Running Out of Money In Retirement?

Feb 25, 2025 07:00 PM Mountain Standard Time - Feb 25, 2025 08:00 PM Mountain Standard Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Carriage House Hotel & Conference Centre

9030 MacLeod Trail S
Calgary, Alberta T2H 0M4
February 25, 2025
7:00pm to 8:00 PM

 

Seating is limited so register today!

RSVP RSVP to How Do You Keep From Running Out of Money In Retirement?
PKAG Retirement Seminar, Tuesday January 14

Will Your Retirement Savings Keep Up with Your Lifestyle?

Jan 14, 2025 07:00 PM Mountain Standard Time - Jan 14, 2025 08:00 PM Mountain Standard Time

Do you worry your retirement savings might not last as long as you need them to? You’re not alone.

For many Albertans, it’s the most pressing question:
“Will I have enough to live the life I’ve worked for?”

The answer lies in understanding the factors that influence your savings and lifestyle.

We’ve helped people just like you create a personalized plan.

One that’s not just about the numbers, but about the life you want to enjoy.

Join us at our retirement seminar:

 

Silver Springs Golf and Country Club

1600 Varsity Estates Drive N.W.

Calgary, Alberta T3B 2W9
7:00pm to 8:00 PM

 

Seating is limited so register 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
 
Senior holding his glasses after realizing he's losing his job

Forced into Retirement? Here’s What to Do and When to Start Planning

Jeremy Schrader

May 13, 2025

Retirement sometimes doesn't come on your terms. Whether it's due to company restructuring, health issues, or market downturns,  being forced into retirement can feel like the rug has been pulled out ...

Read more Read more about Forced into Retirement? Here’s What to Do and When to Start Planning
 

Retirement is Complex

What do you want your retirement lifestyle to look like? What experiences do you want to have? PKAG understands both your financial & lifestyle goals.

 

[Woman looking at cellphone and writing in notebook while in her kitchen]

[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]

[PKAG.ca]

 

Dave Popowich  00:01

Retirement, in my opinion, is the most complex period of a person's financial life, nevermind their lifestyle themselves given the transition they're going to go through as they get older and face health issues.

 

[Couple looking at laptop]

[Couple reviewing paperwork]

 

[Dave Popowich, Senior Portfolio Manager, PKAG]

 

Faisal Karmali  00:10

PKAG is here to help because we specialize in this area.

 

[Faisal Karmali, Senior Portfolio Manager, PKAG]

[Four people - Dave Popowich, Faisal Karmali, Rob Gerrie, and Leanna Wachniak - meeting in an office]

 

Dave Popowich  00:14

Please reach out to us. We're here to help. We're here to educate.

 

[PKAG specializes in retirement]

 

Faisal Karmali  00:17

You can call to book a meeting, or you can attend one of our seminars.

 

[Faisal Karmali, Leanna Wachniak, Dave Popowich standing in front of projector screen]

 

Dave Popowich  00:21

Life is complex and retirement is complex. You need the Popowich Karmali Advisory Group.

 

[Couple sitting on their couch with their iPad]

[Couple kissing on a porch swing]

[Dave Popowich sitting in his office]

 

[Popowich Karmali Advisory Group]

[Visit us at PKAG.ca]

[Call to book a meeting 403-266-0147]

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie are Investment Advisors with CIBC Wood Gundy in Calgary. The views of David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood

[Woman looking at cellphone and writing in notebook while in her kitchen]

[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]

[PKAG.ca]

 

Dave Popowich  00:01

Retirement, in my opinion, is the most complex period of a person's financial life, nevermind their lifestyle themselves given the transition they're going to go through as they get older and face health issues.

 

[Couple looking at laptop]

[Couple reviewing paperwork]

 

[Dave Popowich, Senior Portfolio Manager, PKAG]

 

Faisal Karmali  00:10

PKAG is here to help because we specialize in this area.

 

[Faisal Karmali, Senior Portfolio Manager, PKAG]

[Four people - Dave Popowich, Faisal Karmali, Rob Gerrie, and Leanna Wachniak - meeting in an office]

 

Dave Popowich  00:14

Please reach out to us. We're here to help. We're here to educate.

 

[PKAG specializes in retirement]

 

Faisal Karmali  00:17

You can call to book a meeting, or you can attend one of our seminars.

 

[Faisal Karmali, Leanna Wachniak, Dave Popowich standing in front of projector screen]

 

Dave Popowich  00:21

Life is complex and retirement is complex. You need the Popowich Karmali Advisory Group.

 

[Couple sitting on their couch with their iPad]

[Couple kissing on a porch swing]

[Dave Popowich sitting in his office]

 

[Popowich Karmali Advisory Group]

[Visit us at PKAG.ca]

[Call to book a meeting 403-266-0147]

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie are Investment Advisors with CIBC Wood Gundy in Calgary. The views of David Popowich, Faisal Karmali, Leanna Wachniak, and Rob Gerrie do not necessarily reflect those of CIBC World Markets Inc. Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood

Back to Video
 

Our investment strategy is built on four groups of assets that we call 'buckets'. Each bucket is designed to address a major concern you have in retirement.

The Income Bucket

The Income Bucket

The Growth Bucket

The Growth Bucket

The Health Bucket

The Health Bucket

The Legacy Bucket

The Legacy Bucket

Our wealth management strategy is built on strong processes, knowledge, and experience with the ultimate goal of helping you live the lifestyle you want in retirement.

 

Join us at our latest seminar to hear how we can help

Email or call us today! 

 

Our Team

Jason Sahely

Administrative Assistant
Opens in a new tab.

Bowie Fung

Administrative Assistant
LinkedIn
Opens in a new tab.

Dylan Coveney

Client Associate
LinkedIn
Opens in a new tab.
David Popowich

David M. Popowich, CIM®, CPCA, PFP

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
LinkedIn
Opens in a new tab.
Faisal Karmali

Faisal Karmali, FCSI, CFP®, CIM®

Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
LinkedIn
Opens in a new tab.
Robert Gerrie

Robert Gerrie, B.Comm.

Wealth Advisor
Investment Advisor
LinkedIn
Opens in a new tab.
Leanna Wachniak

Leanna C. Wachniak, B.Comm., JD

Wealth Advisor
Investment Advisor
LinkedIn
Opens in a new tab.
Courtney Stewart

Courtney Stewart

Financial Associate
Opens in a new tab.
Allie O'Neill

Allie O'Neill, CFP®

Financial Associate
LinkedIn
Opens in a new tab.
 

Contact us

Address

Popowich Karmali Advisory Group Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 266-0147
Toll-free: 1 (800) 290-6643
Fax: (403) 260-0410
 

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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.