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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?
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?

Retirement Seminar

Aug 25, 2026 07:00 PM Mountain Daylight Time - Aug 25, 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 Seminar
 

Retirement Insights

 
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Couple

What are the financial implications of moving provinces in retirement?

Jeremy Schrader

August 20, 2024

Want to live closer to the kids or grandkids? There are a number of financial implications to consider before thinking about moving to another province in retirement.

Read more Read more about What are the financial implications of moving provinces in retirement?
Man and woman signing up for a GIC

GIC hey do you know me? What is it and how can you use it to your advantage?

Jeremy Schrader

August 12, 2024

A Guaranteed Investment Certificate, or GIC, is investment  where you lend money to a financial institution and you get back interest, usually for a locked in period of time.

Read more Read more about GIC hey do you know me? What is it and how can you use it to your advantage?
Making sure you do not over contribute to a TFSA

What is a TFSA and do you need it as part of your financial plan?

Jeremy Schrader

August 07, 2024

A Tax-Free Savings Account, as you might imagine, is an account that most banks offer where you can put your money into it and not pay tax on the interest or income you earn in it. 

Read more Read more about What is a TFSA and do you need it as part of your financial plan?
A person sits at a desk holding a coffee mug, participating in a video conference on a tablet.

Is remote access technology safe? How to protect yourself from investment scams

Kathryn Olson

August 07, 2024

Earlier this year, the Canadian Anti-Fraud Centre (CAFC) warned Canadians about a rise in investment fraud. Here are common red flags when it comes to remote access scams and tips on how to protect yo...

Read more Read more about Is remote access technology safe? How to protect yourself from investment scams
Several people are gathered around a table, closely reviewing and discussing printed documents. Some are pointing at the papers with pens, indicating collaboration and teamwork.

New capital gains rules may put your corporation at risk

Kathryn Olson

August 06, 2024

The 2024 federal budget increased the capital gains inclusion rate from one-half to two-thirds. This change impacts how much corporations can distribute from their Corporate Dividend Account and, if d...

Read more Read more about New capital gains rules may put your corporation at risk
 
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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.