Live Intentionally.
Be Unstoppable.
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Are you confident that your finances are securing your future?
Be on track for the life you want.
We utilize wealth-building strategies typically reserved for the ultra wealthy. Discover how to reach your goals with our proven system.
Let’s get you off the roller coaster.
We've spent more than twenty years learning about money. Our stress-tested system integrates holistic planning that considers your entire life, not just dollars and cents.
We know the secrets of the select few that can set you on track to achieving and exceeding your goals.
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What We’ve Seen
In our years of supporting our clients with every aspect of their finances, we have come across common issues with wealth management.
These include:
- Inefficient investment portfolios exposed to the volatile roller coaster of the stock market
- Plans that aren’t working with your end goals in mind
- Paying more taxes than you should be
- Not getting the right advice about all aspects of your financial health
- Little understanding of how the Canadian wealth system works
Planning
It’s more than money to us
Your finances are your key to achieving your dreams. We take time to get to know you and your family so that everything we do is in pursuit of your goals.
Our unique financial planning approach is built on a proven system that integrates tax optimization, financial management, risk management, retirement, investments* and estate planning.
Through our process, we’ll address these key areas together.
MRG Investments
Take your mind off your money
We go way beyond stocks and bonds. Your financial plan incorporates many levers and, once in motion, we continue to monitor and update it. Diversifying investments across multiple asset classes can help reduce risks and help generate more consistent results.
Insurance
Protect your financial future
As part of your overall financial health, we’ll assess which insurance options may be best to protect you and your financial future. Let us be your unbiased guide to managing risk so you can have an unstoppable journey.
Planning
Our philosophy starts with planning, so we’ll begin by uncovering your goals and working with you to lay out the steps to achieving them.
MRG Investments
Many Canadians don’t have access to different types of investments. MRG Investments developed a system to open access to our clients.
Insurance
Our insurance strategies can be part of your success plan, offering opportunities to manage your insurance needs from health to life to travel.
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Dollars and Sense
Our Piggie Bank of Wisdom
Put in a little time and get some incredible wealth tips in return.
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Monthly Market Update - January 2025
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