Popowich Karmali Advisory Group
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?Are you within 10 years of retirement or already retired with a well-established financial foundation? If so, you might be wondering, “Will my savings truly support me?” or “How can I prepare for future healthcare costs?”
Join us in Calgary on December 3, 2024, at The Carriage House Hotel, from 7:00 to 8:00 pm, for a relaxed, informative retirement seminar.
This is your chance to connect with the team at the Popowich Karmali Advisory Group. We’ll discuss ways to protect your hard-earned wealth, adapt to market changes, and help you enjoy the retirement you’ve envisioned—free from financial worry.
We look forward to seeing you there.
RSVP RSVP to How to Keep From Outliving Your Money in Retirement SeminarIf you're within 10 years of retirement or already retired with more than $500,000 in investable assets, there are probably some really important things on your mind.
Concerns like, "Will my savings last?" or "How do I handle healthcare costs?" are often at the top of that list.
That’s why we’re inviting you to join us in Calgary:
October 29, 2024
The Hamptons Golf Club
7:00 to 8:00 pm
for a relaxed, and informative, retirement seminar.
It’s a chance to sit down with the team from the Popowich Karmali Advisory Group and talk through the real issues like protecting your wealth, navigating market changes, and making sure you can enjoy your retirement without worrying.
We'd love to see you there.
RSVP RSVP to Securing Your Retirement: Protecting Your Wealth and Planning for the FutureTuesday, September 10, 2024
There are a lot of financial pitfalls to worry about in retirement. The biggest one? "Will I run out of money?" That answer depends on a lot of factors, ones we can help you create a plan to get through.
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Join us for our latest FREE, in-person and no obligation retirement seminar for Calgary and area. Register for our seminar to learn how PKAG can help.
RSVP RSVP to Learn How to Better Control Your Finances in RetirementSilver Springs Golf & Country Club
July 16, 2024
Free Event
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Register for our free in-person seminar to learn how PKAG can help.
RSVP RSVP to Bulletproof Your Retirement Calgary SeminarCarriage House Inn
June 4, 2024
Retirement is one of the most complex and vulnerable stages of your life.
You’re facing unique financial challenges like protecting your income, growing your savings, and providing for your family after you’re gone.
But have you only thought about the money?
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Register for our seminar to learn how PKAG can help.
RSVP RSVP to Ensure Your Lifestyle Never Retires Calgary SeminarSandman Signature Hotel
May 7, 2024
You’re facing unique financial challenges with retirement like protecting your income, growing your savings, and providing for your family after you’re gone, but have you only thought about the money?
What do you want your lifestyle to look like in retirement? What experiences do you want to have? You need a team who understands both your financial and lifestyle goals so you can get all that you want out of your retirement experience.
Join us for our latest retirement seminar for Lethbridge and area. Register for our seminar to learn how PKAG can help.
RSVP RSVP to Ensure Your Lifestyle Never Retires Lethbridge SeminarYou’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
The 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
April 21, 2025
U.S. President Trump's tariff plans continue to have businesses, and their investors feeling the impact. If you're already retired or planning to be soon, it is natural to wonder how this affects your...
