Popowich Karmali Advisory Group
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
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?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?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?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 BuiltThe Four Buckets is a way of looking at your retirement assets that addresses the conflicting goals of growth, protection, stability & flexibility.
[Your biggest concerns are at the heart of our strategy]
[Man looking at his laptop]
[CIBC logo. CIBC Private Wealth. Popowich Karmali Advisory Group]
[PKAG.ca]
Faisal Karmali 00:01
Number one biggest concern, do I have income for the rest of my life?
[Couple reviewing paperwork]
Dave Popowich 00:05
Retirement can be an extended period of time. 30, 35 years and inflation can erode money over that period of time. So you still need growth.
[Couple sitting on the beach]
[Woman sitting at her laptop, reviewing paperwork]
Faisal Karmali 00:12
As I age, I will need some sort of health care protection and when I pass away, I'm going to leave a legacy to the people I love.
[Couple talking over a cup of coffee]
[Man with cane looking out the window]
[Family walking on the beach]
Dave Popowich 00:18
It's the connection between all of the different buckets, tax, linking it all back ultimately to the plan and the vision that the family has that makes our practice unique.
[Woman looking around at skyscrapers]
[Man with briefcase walking down stairs]
[Couple working at laptop]
[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 Gu
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...
