Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Who We Are
    • Meet The Team
  • About Us
    • Our Process
    • Services
  • Events
  • Retirement Insights
  • Media
    • More Than Money
  • Contact Us
    • Connect With Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 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
  • Contact Us
    • Connect With Us

Home

Popowich Karmali Advisory Group

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

Popowich Karmali Advisory Group

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

Older couple looking out into the distance

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 events where we'll discuss common financial risks in retirement and how we can help protect against them by attending our seminars.

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.

 

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
 

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
 
Woman at the beach

Retirement Tax Planning: Plan Your Tax to Relax

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
 
<p><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><span style="font-size:8.0pt"><span style="font-family:&quot;Arial&quot;,sans-serif"><span style="color:#606366">This commentary is intended to provide general information and should not be construed as tax, legal, financial, or other advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information presented should consult with his or her tax, legal or financial&nbsp;advisor.</span></span></span></span></span></p>
  • Rates|
  • FAQ|
  • Agreements|
  • Trademarks & Disclaimers|
  • Privacy & Security|
  • CIRO Advisor Report|
  • Accessibility at CIBC|
  • Manage cookie preferences|
  • Cookie policy
logo of CIRO
logo of CIPF

"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.

 

Contact us

Address

Popowich Karmali Advisory Group Address
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 260-0469
Toll-free: 1 (800) 290-6643
Fax: (403) 260-0410
 

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect.
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.