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Faisal Karmali, 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

Faisal Karmali is one of the founding partners of the Popowich Karmali Advisory Group at CIBC Wood Gundy. He and his team specialize in helping families and business owners transitioning to or living in retirement. They focus on helping clients 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.

Faisal and his business partner, David Popowich, have been featured on the cover of Advisor magazine, where they were named “the next generation advisor” for their client-centric approach and specialty in retirement transition.

Faisal co-created More Than Money Radio on 770 CHQR, and has co-hosted the show with David Popowich for over a decade. This weekly program is designed to educate the public about retirement finance and lifestyle topics. Faisal is also a business and market expert for CTV Morning Live, Global News Radio, CTV Evening News at 5, and Global Evening News on the weekends, sharing his insights on retirement, and financial and economic issues.

Faisal holds the Chartered Investment Manager, Certified Financial Planner and Certified Divorce Financial Analyst designations.

To give back to the community where he was born and raised, Faisal has served on the board of the Calgary Children’s Foundation since 2015.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.