Wealth Management Calgary: Certified Financial Advisors and Financial Planners
MRG Wealth provides integrated wealth services to individuals and families in Calgary and across Canada.
What's Stopping You?
making work optional, having more time with loved ones, pursuing passions, and securing your financial future.
Monthly Personal CFO Update
Deep down, you know there is a better way, you just don't know what that is...
What Clients Say
The Problems
Poor
Planning
Not knowing how to achieve your goals leads to failed goals
Inefficient Portfolios
Making less money results in you working harder and longer
Limited Tax Minimization
Paying more tax than you could be erodes your wealth
Missing
Advice
Having unanswered questions leads to costly mistakes
As Featured On
Achieve Your Aspirations Beyond Wealth
We believe in challenging the status quo.
We believe in continuously improving.
We believe in making a difference.
Pushing products instead of providing personalized solutions
Inefficient investment portfolios consisting of just stocks, bonds, mutuals funds, and/or ETFs
Missing tax-optimization and financial planning opportunities
Paying high fees for limited service and value
For too long, the same old traditional approaches to investing have reigned. It has resulted in professionals, business owners and retirees having to work longer and harder to achieve their goals with many never achieving them.
There is a smarter way.
Our innovative wealth management system and exclusive strategies break the mold of traditional approaches, delivering value and results for our clients.
How M|R|G Wealth Management is changing wealth management:
MRG Wealth Management System™
Simplified, integrated, and effective financial management that helps you experience more in life.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
Management*
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisor fee on assets over $3M
Solutions
Standard commission paid by insurance company not client
Wealth Management Based On You
While other wealth management firms in Calgary and across Canada focus on products, we focus on you. As an independent advisor, our model is based on your financial situation, potential challenges and personal goals. We won’t sell you particular products due to allegiances, nor create standardized cookie-cutter financial plans with zero value. We truly believe that a personalized strategy will maximize your wealth, protect your future and enable you to live the life you want.
Strategic Wealth Management
Multidisciplinary
Professional Team
Multidisciplinary
Professional Team
Proven Financial
System
Proven Financial
System
Tax-Optimized
Financial Planning
Tax-Optimized
Financial Planning
Institutional Style
Investment Strategies*
Institutional Style
Investment Strategies*
Fair & Transparent
Fee Structure
Fair & Transparent
Fee Structure
Your Personal CFO
Integrating the 6 critical aspects of your financial life together
Beyond Stocks & Bonds
Diversified portfolios help reduce risk and generate results
Average Canadian
only 2 Asset Classes
illustration purposes
vs
High Net-Worth
5+ Asset Classes
Tiger 21 members
Canada Pension Plan
5+ Asset Classes
CPP annual report
Beyond Stocks & Bonds
(Includes stocks, bonds, mutual funds, ETFs – illustration purposes only)
vs
Tiger 21 members Q1 2022 report
CPP 2021 annual report
Average Canadian
Just 2 asset classes
(Focused on stocks, bonds, mutual funds, ETFs – Illustration purposes only)
VS
High Net-Worth
5+ asset classes
(Tiger 21 Members Q4 2021 Asset Allocation)
Canada Pension Plan
5+ asset classes
(CPP 2021 Annual Report)
Integrated Planning
Our wealth management system helps you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.
Optimization
Management
Beyond Stocks & Bonds
Why partner with us?
Proven Financial System
Exclusive Strategies
Specialized Knowledge
Trusted Relationships
Relationship Focused, Results Driven.
It’s a comfortable feeling having a trusted partner and knowing that your financial future is secure and is supported by financial advisors who care and deliver results. Let us stay on top of the latest market moves, track your progress towards your goals, and obsess over the little details that make all the difference. From financial planning to private wealth management, let’s get you from where you are to where you want to be. Together.
Client Success Process
Select each step to learn more
Introduction
(1st Meeting)
Discovery
(2nd Meeting)
Wealth Strategy
(3rd Meeting)
Review & Update
(4th+ Meeting)
Introduction
(1st Meeting)
The first step is to have an introductory meeting with a financial advisor in Calgary to discuss your financial challenges and goals as we explore if we can help you.
Discovery
(2nd Meeting)
It is important to understand where you are at and where you want to go so we can work together to build an effective and efficient strategy to get you there. Your financial advisor in Calgary will discuss your values/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.
Get Started – Become A Client
- Review and sign new client paperwork to become a client using our simple digital process.
- Your investment accounts will be transferred from your previous financial institution over to your new accounts at National Bank.*
- As your investments are being transferred, which usually takes a month, we start the financial planning process.
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Wealth Strategy
(3rd Meeting)
Based on your values and goals, your financial advisor in Calgary will work with you to build an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals. We will discuss your proposed wealth management in Calgary strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.
- Financial Management
- Investments
- Retirement
- Risk Management & Insurance
- Tax Optimization
- Estate
Review & Update
(4th+ Meeting)
A key to success is continually monitoring and adjusting your wealth strategy based on life, economic, and political changes. Through regular communication and updates with your financial advisor in Calgary, we can help you stay on track to achieve your goals.
Who We Help
Canadian Professionals, Business Owners, and Retirees who:
⇒Are nice people that are enjoyable to work with
⇒Want a professional partner to help them achieve their financial goals and manage their wealth
⇒Have household investments over $250,000
⇒Appreciate the value and services we provide and pay a reasonable fee for our services
Learn More
Financial Planning
Tax-optimized financial planning helps you obtain clarity and confidence in your financial decisions and empowers you to experience more in life.
Investment Management*
An investment strategy that helps you make smart decisions about your wealth and takes you from where you are to where you want to be.
Insurance Solutions
Insurance solutions based on your needs and integrated with your overall wealth strategy
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Read articles and watch videos
Education Affiliations
Retire When & How You Want
It’s a strategy pension funds and institutions have been using for decades. We figured out how to do it for our clients.
