Wealth Management Calgary
Clarity. Confidence. Freedom.
Financial independence and security — with a clear roadmap and proven system.
Live Intentionally. Be Unstoppable.
Heading














As your Personal CFO, we help you:
Retire with certainty - without fear of running out
Pay less tax - keep more of what you earn
Protect your family and legacy
Make decisions with clarity and confidence
Turn wealth into freedom - more time, less stress
What We’ve Seen Holding Families Back
Poor Planning
No clear plan means constant second-guessing — and too often, missed retirement or lifestyle goals.
Volatile Portfolios
Market ups and downs can derail your future — forcing you to save more, work longer, and worry constantly.
Tax Inefficiencies
Unnecessary taxes quietly drain your wealth — leaving less for your retirement, your family, and your legacy.
We built the MRG Wealth System™ that solves these challenges.
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

The MRG Personal CFO Advantage
Financial Planning | Calgary
Plan with purpose
Your financial plan should reflect life today and your future goals. As your Personal CFO and financial planner in Calgary, we map out cash flow, tax strategies, retirement income, and estate considerations so your money supports the life you want. Our unique financial planning and wealth management approach is built on a proven system that integrates tax optimization, financial management, risk management, investments, retirement, and estate planning.
Investment Management | Calgary
Invest smarter, not riskier
Diversifying investments across multiple asset classes can reduce risks and deliver more consistent results. Your Personal CFO and financial advisor provides wealth management Calgary families trust by incorporating many asset classes, modelled from how high net worth individuals and institutions invest.

Personal Insurance | Calgary
Protect what matters most
As part of your wealth management strategy, your Personal CFO and insurance advisor in Calgary can 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
Great advice starts with financial planning. As your Personal CFO and financial planner, we begin by uncovering your goals and working with you to lay out the steps to achieving them.
Investment Management
Most Canadians don't have access to the investments used by the ultra-wealthy. As your Personal CFO and financial advisor, we’ve built a wealth management system that brings those opportunities to you.
Personal Insurance
Managing your risks is an important part of your long-term financial plan. As your Personal CFO and insurance advisor, we design insurance strategies to help protect what matters most.

Uncover Your Next Steps.
Speak with your Personal CFO and experience the wealth management Calgary families trust to achieve clarity, confidence, and freedom.



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

Monthly Market Update - July 2025
