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

Popowich Karmali Advisory Group

  • Home
  • About us
    • Our team
    • Our process
    • What makes us different
  • Services
  • Market insights
    • Media
    • Our blog
  • Seminar
  • Community
    • Our involvment
  • Contact us

Our process

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0147
Email Email us
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Our process

RETIREMENT SOLUTIONS

The Popowich Karmali Advisory Group is one of Calgary's most recognized retirement transition specialists. Our unique focus allows us to take a holistic approach to wealth management by building your retirement strategy and financial assets to match your specific lifestyle goals. Our process uses this asset dedication platform to achieve and protect your desired lifestyle throughout the various stages of your life and considers healthcare, travel, business succession, estate planning and more, as well as investment strategies to meet your income and portfolio growth needs.

With a dedicated focus on clients all at the same stage of life, our practice is uniquely able to deliver a consistent, personal, and highly specialized client experience that includes comprehensive financial planning, income and tax modelling, high-quality investment portfolios and sophisticated estate planning. Our holistic process, access to an extended team of professionals, a complete array of financial products and services, and the unified strengths of CIBC allow us to review every aspect of your financial life and ensure it is consistent with your family's lifestyle goals. It also allows us to extend your financial plan beyond stocks and bonds to encompass other financial assets, such as real estate, land, closely-held businesses and insurance.

David Popowich, Faisal Karmali, and Robert Gerrie, the Popowich Karmali Advisory Group Investment Advisors, and their team of professionals, are committed to fostering relationships based on trust, caring, and a detailed understanding of your personal retirement goals in order to deliver investment solutions tailored to your unique needs. Ultimately, the goal of the Popowich Karmali Advisory Group is to ensure your lifestyle never retires.

 

We offer various tax sheltered products including:

 

  • Registered Retirement Savings Plan (RRSP)
  • Registered Education Savings Plan (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Tax-Free Savings Account (TFSA)
  • Locked-In Retirement Account (LIRA)

 

Learn more about our detailed process

 
 
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  • IIROC AdvisorReport
IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.