Popowich Karmali Advisory Group

06/25/2026

Wondering what it's like to work with us?

We've narrowed it down to:
5 simple steps.

Book a complimentary call.
If we're the right fit, we make it official.
We build your financial picture and make a recommendation.
We walk through your retirement plan discovery together.
We review your plan and adjust as life changes.

That's it.
No pressure.
No commitment until you're ready.
Your path to retirement shouldn't be a mystery.

Ready to see where you stand?
Let's start a conversation.

Website: Popowich Karmali Advisory Group - Contact Us

06/23/2026

For years, retirement was often defined by a certain age, a certain lifestyle, or a standard idea of what life after work should look like.

But retirement should be shaped around what matters to you.

It is about having the freedom to make the choices that fit your life, whether that means travelling, spending more time with family, pursuing new interests, or simply having more control over your time.

You have the opportunity to decide what retirement looks like for you.

Dave shares a perspective worth considering: What do you want your retirement to be?

Book a meeting with one of our advisors to talk about what you want retirement to look like and how to fund it.
https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/our-team

06/19/2026

Getting older alone can be scary.

When we feel lonely, we tend to keep it to ourselves.

We stay quiet because we don't want to be a burden.

Even though we're living longer than ever, we're also living lonelier than ever.

Here's what no one tells you about a "successful" retirement.

It was never just about the money.

Because it comes down to balancing four things:
Relationships
Health
Mental stimulation
Finances

This week is Loneliness Awareness Week, and the theme is giving loneliness a voice.

So take your first step toward reversing the trend.

See the full breakdown on our blog: https://www.morethanmoneyradio.com/post/what-does-a-successful-retirement-look-like

06/17/2026

Last week we welcomed clients for our latest Community Education Session, and the room was full of amazing ideas.

This session was all about how we design your portfolio to help you have enough in retirement, and really opened up the hood to walk through our portfolio management process and strategy design.

Dave and Faisal also talked about how they first met and launched their practice together.

Our team was on hand to greet everyone at the door, and make sure the day ran smoothly.

Lots of smiles around the delicious buffet, especially the desserts table.

We host these gatherings often so keep an eye out for the next one.

Thank you to everyone who took time to join us, have lunch, and participate!

06/11/2026

“What should I invest in?”

It’s a common question for people nearing retirement.

But a better question is:

“What do I need my investments to do for me?”

In retirement, your portfolio should help support your lifestyle, manage risk, create income, and make your money last.

At PKAG, we believe your goals should shape your investments.

Not the other way around.

Read more in our latest blog: https://woodgundyadvisors.cibc.com/Popowich-Karmali-Group/blog/33443138-what-should-i-invest-in-retirement

06/09/2026

“What should I invest in?”

It’s one of the most common questions people ask as they approach retirement.

But before choosing stocks, bonds, GICs, or funds, there’s a more important question to answer:

What do you need your investments to do for you?

In this blog, Leanna shares why retirement portfolio planning should start with income, growth, health, and legacy before choosing specific investments.

Read the full blog here:

Before we talk about what to buy, we need to take a step back and ask something more important: What do you need your investments to do for you?

06/04/2026

This week is Alberta Seniors Week! :)

And for PKAG, this is more than a calendar observance.

It’s a reminder to pause and recognize the people who helped build the communities we live in.

We have the privilege of working with people in and around retirement every day.

We hear their:
Stories
Wisdom
Perspectives that only come from decades of experience.

But too often, those perspectives are overlooked by society.

This week is an opportunity to honour Alberta’s seniors and help build a more positive view of aging.

Because every person deserves to be seen, heard, and valued, at every stage of life.

To find Seniors Week events in Calgary, visit the City of Calgary – Your Local Government for local updates.

06/01/2026

It’s Seniors Week in Alberta!

We want to acknowledge the seniors of Alberta for everything they have done to build our families, communities and province. Thank you for your work, energy and foresight in building the province we call home!

From June 1–7, communities across Alberta are hosting events to celebrate and support seniors, including here in Calgary.

If you would like to participate in any of the great events that are happening this week around Calgary check out: City of Calgary – Your Local Government or https://www.calgary.ca/events/seniors-week.html

05/27/2026

Check out these great tips on how using your TFSA can help your retirement income!

Most Canadians know they have a TFSA. But many still think of it as a simple savings account. In retirement, a TFSA can be your sidekick to: give you flexibility help you manage taxes provide a source of money when life doesn’t go according to plan The two major benefits that a TFSA offers are tax...

05/21/2026

Before you ask, “Do I have enough to retire?” start with this:

What do I actually want my retirement to look like?

Your pensions, savings, RRSPs, and investments are tools. But those tools need a purpose.

At our upcoming retirement seminar, we’ll walk through how to think about your retirement lifestyle, your income, your taxes, and the plan behind it all.

Join us on May 26 in Calgary, AB at the Carriage House Hotel & Conference Centre.

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