Canada’s Top Wealth Advisors: David Popowich

David Popowich, Portfolio Manager, Investment Advisor

Popowich Karmali Advisory Group, CIBC Wood Gundy

500 Centre Street SE, 27th Floor, Calgary, Alberta T2G1A6

Team Assets (Custodied)

$722-million

Typical Size of Household Accounts

$500,000 -
$10-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$1-million -
$30-million

David Popowich is one of the founding partners of the Popowich Karmali Advisory Group at CIBC Wood Gundy. He and his partner, Faisal Karmali, lead a specialized team that focuses on helping clients who are retired or transitioning into retirement. The team works with clients to generate predictable, sustainable and tax-efficient income; reduce tax liabilities; profit and protect finances from volatile markets; and transition wealth tax-efficiently to the next generation or chosen charities.

The Popowich Karmali Advisory Group were named “the next generation advisor” by Advisor magazine for their unique client-centric team approach, and their specialty in retirement transition.

David is the co-creator and co-host of More Than Money Radio on 770 CHQR. This weekly radio program has been on the air for over 10 years, and is an opportunity for David to educate the public on retirement finance and lifestyle topics. His expertise is also shared on CTV Morning Live, Global News Radio, CTV Evening News at 5, and Global Evening News on the weekends, where he shares his insights on retirement, and financial and economic news.

David graduated from the University of Alberta with a Bachelor of Commerce in Finance, and holds the Chartered Investment Manager and Certified Professional Consultant on Aging designations.

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