Live Intentionally.
Be Unstoppable.














Are you confident that your finances are securing your future?
What We’ve Seen
We created a holistic wealth management system which solves these problems and gets you on track for the life you want.
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
Financial Planning
It’s more than money
Your finances are your key to achieving your dreams. As your Personal CFO, we take time to get to know you and your family and guide you with tailored financial advice and holistic financial planning to achieve your goals.
Our unique financial planning approach is built on a proven system that integrates tax optimization, financial management, risk management, investments, retirement, and estate planning.
Investment Management
Beyond stocks and bonds
Diversifying investments across multiple asset classes can reduce risks and help generate more consistent results. MRG Investments strategies incorporate many levers, modelled from how high net worth individuals and institutions invest. Once in motion, your financial advisor will continue to monitor and update it.
Insurance Solutions
Protect your 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.
Financial 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.
Investment Management
Many Canadians don’t have access to different types of investments. MRG Investments developed a system to open access to our clients.
Insurance Solutions
Our insurance strategies can be part of your success plan, offering opportunities to manage your needs from life insurance to travel insurance.




Dollars and Sense
Our Piggie Bank of Wisdom
Put in a little time and get some incredible wealth tips in return.

TFSA Over-Contributions
