Allie O’Neill

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Allie provides knowledgeable, efficient, and friendly service to new families joining the Popowich Karmali Advisory Group. As our onboarding specialist, she assists with new account openings, documentation, transfers, and familiarizing clients with our team. With a Certificate in Financial Services Advice and over 10 years in the financial industry, Allie is able to schedule meetings, maintain accounts, trade, and process transactions in order to deliver the smoothest possible experience to all PKAG clients.

Allie’s most important role is mom to a very active 6 year old who keeps her on her toes!

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More Than Money

What place should dividend paying stocks have in your portfolio?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today
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