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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 17, 2026 07:00 PM Mountain Standard Time - Nov 17, 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

 
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
A happy family shows off their money after communicating their expectations openly

When Families Clash, Retirement Plans Crash

Jordan DeFazio

June 13, 2025

Learn how to communicate with your family about your expectations for retirement. At a certain age, you have to get on the same page.

Read more Read more about When Families Clash, Retirement Plans Crash
Grandparents with kids and grandkids smiling in front of a house

Is a Mortgage-Free Retirement Still Possible in 2025?

Jordan DeFazio

June 03, 2025

Why are 30% of retired Canadians are still carrying mortgage debt in 2025? Find out how debt affects you and your families retirement.

Read more Read more about Is a Mortgage-Free Retirement Still Possible in 2025?
U.S. dollar on top of a Canadian flag background

Proposed U.S. Tax Changes Could Hit Canadian Investors Hard - Especially in Retirement

Jeremy Schrader

May 28, 2025

Potential changes to U.S. tax policy should be raising some serious red flags for Canadian investors. While nothing is law yet, the implications for retirement income could be severe.

Read more Read more about Proposed U.S. Tax Changes Could Hit Canadian Investors Hard - Especially in Retirement
Concerned retirement couple, finance debt and anxiety in financial planning

Why Interest Rate Cuts Might Not Be Good News in Retirement

Jeremy Schrader

May 20, 2025

When banks cut interest rates, it’s usually thought of as positive economic news. It can be used to stimulate the economy, but if you’re in or near retirement a rate cut could quietly erode your finan...

Read more Read more about Why Interest Rate Cuts Might Not Be Good News in Retirement
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
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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.