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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Popowich Karmali Advisory Group

  • Home
  • About us
    • Our team
  • What we do
    • Our Detailed Process
    • What makes us different
  • Events & Seminars
  • More Than Money
    • Media
    • Our blog
  • Contact us
  • Connect with Us

Events & Seminars

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
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Calgary Events & Seminars

What If Your Wealth Doesn’t Last as Long as You Do?
Discover What Many Retirees Overlook

Even with a strong portfolio, retirement can bring new uncertainties. Will your money support your lifestyle 10, 20, or even 30 years from now? Could you be missing out on strategies that others never hear about?

Join us for an exclusive in-person seminar created for Albertans who are approaching or already in retirement. Whether you’re planning ahead or currently working with another advisor, this event reveals what many overlook. Learn how to protect your wealth, preserve your lifestyle, and take advantage of planning opportunities most retirees may miss.

PKAG’s experienced team will share insights that go beyond the standard advice. We stress test plans against real risks and help you make informed decisions with confidence.

Seating is limited. Reserve your spot today and stay one step ahead in retirement.

 

Events

PKAG Calgary Retirement Seminar May 13 at the Carriage House Inn Click RSVP to register

The Retirement You’ve Worked For: Make It Happen

May 13, 2025 07:00 PM Mountain Daylight Time - May 13, 2025 08:00 PM Mountain Daylight Time

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

RSVP RSVP to The Retirement You’ve Worked For: Make It Happen
Popowich Karmali Advisory Group Seminar April 8, 2025 Silver Springs Golf & Country Club click RSVP to register

Can You Live the Lifestyle You Want in Retirement?

Apr 08, 2025 07:00 PM Mountain Daylight Time - Apr 08, 2025 08:00 PM Mountain Daylight Time

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?
Carriage House Hotel & Conference Centre 9030 MacLeod Trail S Calgary, Alberta T2H 0M4 7:00pm to 8:00 PM Seating is limited so register today!

How Do You Keep From Running Out of Money In Retirement?

Feb 25, 2025 07:00 PM Mountain Standard Time - Feb 25, 2025 08:00 PM Mountain Standard Time

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?
PKAG Retirement Seminar, Tuesday January 14

Will Your Retirement Savings Keep Up with Your Lifestyle?

Jan 14, 2025 07:00 PM Mountain Standard Time - Jan 14, 2025 08:00 PM Mountain Standard Time

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?
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
 

Can't make it to our in-person event?

Popowich Karmali Advisory Group Click to Register

We'd love to see you in person, but if you can't make it and you want to learn more about how PKAG can help you in your retirement, you're in luck.  You can watch our on-demand webinar too!  

You need an expert to help navigate your finances leading up to, and in retirement, so you can life the lifestyle you want and in this webinar you'll see how PKAG can help. Click here to register.

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The Four Buckets of Retirement Planning.

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

[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

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Every element is designed to support your goals

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Investment Management

We'll help grow your wealth with predictable, sustainable, tax-efficient methods. You will benefit from our rigour and discipline with a suite of investment solutions aligned with your goals. The Popowich Karmali Advisory Group removes the worry and stress of individual stock-picking and provides a complete portfolio solution. 

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Wealth Planning

You will have access to specialized expertise to structure, preserve and optimize your wealth. We will create a professionally managed investment portfolio with the goal of achieving above-average returns, in order to replenish your income stream in perpetuity. 

 

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Health Planning

We structure your portfolio in a way that help's protect you and your family's quality of life in the event of a health issue.  We also keep on top of medical tax strategies as required by changes by the goverment.

 

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Estate and trust

You will have access to solutions for some of life's most significant decisions and shape your lasting legacy. We provide the comfort of knowing your assets will be passed on in the way that you wish.  We also quantify and optimize the tax liabilities in your estate plan.

Learn more
 
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
 
 
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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.