Global News 770 CHQR Logo
Worried About Recent Market Volatility? | October 13, 2018

About Dave & Faisal

Dave and Faisal are portfolio managers and investment advisors who have dedicated their careers to helping individuals approaching or living in retirement ensure that even though they may stop working, their lifestyles never have to retire. Having retired hundreds of times with their clients, they know that your finances are simply a tool to the most important aspect of your retirement: how you want to spend your time.

For almost a decade, Dave and Faisal have been empowering Calgarians to achieve their ideal retirement by hosting More Than Money on Global News Radio (770 CHQR). They took to the radio to cover the common issues they encountered with clients, allowing others in similar situations to prepare. From the fun side of retirement, including travel and hobbies, to the more serious planning of investments and estates, Dave and Faisal offer effective strategies, straightforward answers, and timely information on a weekly basis.

Your More Than Money Hosts

Faisal Karmali CIM(R) CFP(R), CDFA, FCSI(R)

Portfolio Manager, Investment Advisor

Faisal Karmali provides Calgarians with sound retirement planning advice as an Investment Advisor and Portfolio Manager. He has shared his expertise with the public for almost a decade by co-hosting More Than Money, the radio show dedicated to retirement finance and lifestyle topics. Faisal also regularly appears across various other media to discuss financial and retirement issues, including providing daily market updates on both Global News Radio (770 CHQR) and CTV Morning Live.

Faisal is a Chartered Investment Manager, Certified Financial Planner and a Certified Divorce Financial Analyst; a partner with the Popowich Karmali Advisory Group at CIBC Wood Gundy, a group specializing in helping families and business owners transitioning to or living in retirement. Faisal and Dave lead a team of professionals who work with clients to:

  • generate predictable, sustainable, and tax-efficient income
  • profit from and protect their finances in volatile markets
  • reduce tax liabilities
  • transition wealth tax efficiently to the next generation or to chosen charities.

In January 2018, Wealth Professional Canada listed Faisal as one of the top 50 advisors in Canada.

David M. Popowich CIM(R), CPCA

Portfolio Manager, Investment Advisor

Dave Popowich is a co-creator and co-host of More Than Money, the weekly radio program dedicated to retirement finance and lifestyle topics. For almost a decade, Dave has discussed retirement with Calgarians over the airwaves. In addition to the weekly radio show, Dave is a sought-after expert, frequently appearing in the media to discuss retirement and financial topics, including providing daily market updates on Global News Radio (770 CHQR) and CTV Morning Live.

Dave is one of the partners at the Popowich Karmali Advisory Group, CIBC Wood Gundy, where he leads the team with Faisal Karmali as a Portfolio Manager and Investment Advisor, as well as holding the Chartered Investment Manager and Certified Professional Consultant on Aging designations. The Popowich Karmali Advisory Group specializes in helping families and business owners who are transitioning to or living in retirement. The team of professionals at the Popowich Karmali Advisory Group works with clients to:

  • generate predictable, sustainable, and tax-efficient income,
  • profit from and protect their finances in volatile markets,
  • reduce tax liabilities, and
  • transition wealth tax-efficiently to the next generation or chosen charities.

retirement seminar

Join Faisal and David for a wine tasting and seminar as they discuss:

  • How to rescue your retirement in a down or uncertain market
  • How to protect your wealth from market turbulence
  • How to set up your portfolio to generate enough income to sustain your lifestyle in perpetuity
  • Our five pillar strategy addressing competing financial goals as you approach, transition to, and live in retirement
  • Investment tips which could help your dreams come true
  • Investment traps which could burn through your wealth
  • How Dave and Faisal assess the securities they choose

Seating is limited. Book now to reserve your spot and find out how to protect your savings in all market conditions. Enter your contact information into our form. We will contact you to confirm your registration.

Register Now

Ensure Your Lifestyle Never Retires

Tuesday, April 17, 2018 7:00pm – 8:00pm Oakridge CO-OP Wine Spirits Beer

Do you want tips and updates delivered to your email?

Sign up for our weekly newsletter!