Popowich Karmali Advisory Group

Popowich Karmali Advisory Group The Popowich Karmali Advisory Group of CIBC Wood Gundy are retirement transition specialists. http://cibc.com/pwm-socialmediadisclaimer

We place your retirement goals and dreams front and centre to build a personalized plan so even though you stop working, your lifestyle does not have to retire.

Happy August long weekend!We hope you have time to slow down, enjoy the summer, and spend time with the people who matte...
07/31/2026

Happy August long weekend!

We hope you have time to slow down, enjoy the summer, and spend time with the people who matter most.

From everyone at PKAG, have a safe and relaxing weekend.

07/29/2026

We specialize in retirement.

Some people might say, “Big deal.”

But for a long time, our industry relied on the same one-size-fits-all approach, even as the rules of retirement in Canada changed.

The next time you speak with your financial advisor, ask:

Which parts of my portfolio will fund my income today, and which will support my needs later?

Because retirement money shouldn't all have the same job.

Learn more about building retirement income in our blog:

https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/blog/33466280-when-the-paycheque-stops

07/27/2026

You don’t want every part of your portfolio moving in the same direction.

Because when everything rises together, it can fall together.

That’s why Canada’s major pension plans use a broader mix of investments that respond differently to changing markets.

Shouldn’t your retirement portfolio be built with the same discipline?

Find out more at our next seminar on August 25th, sign up at: https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/events-seminars

07/22/2026

A good retirement plan starts with a simple question:

What is your money supposed to do?

Dave breaks down how the industry has changed.

From brokers focused on individual investments.

To wealth advisors looking at the bigger picture.

Because retirement is about how your wealth supports your life for the long term.

Book a meeting to talk about your own retirement and how we look at the full picture

Visit us at pkag.ca

07/20/2026

Talking about money with your kids can be difficult.

The good news is that it doesn’t have to be an intense conversation.

It just has to address what’s unsaid.

Before offering financial help, ask yourself:

- Is this a gift or a loan?
- Is this a one-time contribution or could it become ongoing?
- Can you comfortably afford it without compromising your own retirement?

Without clear answers, helping your children can create financial pressure and misunderstandings later.

Feeling conflicted about how much help to provide?

Read more on our blog:
https://www.morethanmoneyradio.com/post/how-much-should-you-help-your-kids-in-retirement

07/08/2026

When should you sell an investment?

There are three main reasons to sell an investment:

1. It has reached its full value
2. There is a better opportunity
3. The reason for owning it has changed

It shouldn’t be based on:

1. Panic
2. Negative headlines
3. Guessing what the market will do next

Listen to Faisal break down why your plan should be built on discipline and not on hope.
And join us for our next seminar on July 14th to learn more about investing.

Register here at https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/events-seminars

07/06/2026

Don’t let distractions guide your retirement.

If you’re reacting to every headline you’re already one step behind.

Your retirement plan should be built to handle the ups and downs of the news cycle.

And not change course because of them.

Leanna breaks down the common sense wisdom of keeping your retirement afloat.

Meet with us or attend a seminar if you want more info! Go to
https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/connect-with-us

Tomorrow, July 7, seniors aged 65+ can enjoy free admission all day at the Calgary Stampede for TC Energy Community Day....
07/06/2026

Tomorrow, July 7, seniors aged 65+ can enjoy free admission all day at the Calgary Stampede for TC Energy Community Day.

It is a great opportunity to get out, take in the sights, enjoy the music, and experience everything Stampede has to offer.

So grab your cowboy hat, bring a friend, and get your Stampede on.

07/02/2026

Take a look at your investments and ask yourself one important question:

What do they need to do for you in retirement?

A retirement portfolio should be built to support the lifestyle you want, provide income when you need it, and adapt as life changes.

If you are not confident your current plan can support you throughout retirement, it may be time for a second look.

At PKAG, we can help you understand how your investments fit into your broader retirement plan and whether they are aligned with your long-term needs.

Visit pkag.ca to learn more or contact us to book a one-on-one meeting.

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27th Floor/500 Centre Street SE
Calgary, AB
T2G1A6

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