Wealth Management in Calgary

I recently moved my investments from a large wealth management company to Ryan at MRG. I can't say enough about that personalized service, responsiveness and professional approach that Ryan has provided to me. No question is too small. I am very impressed by MRG's approach to wealth management and look forward to many years of creating wealth with Ryan and the MRG team.

Ryan and his team do a wonderful job being transparent, honest, and genuinely looking out for his clients best interests. He has been a pleasure working with and very knowledgeable. It is nice knowing that I can go to one location to look after my investing, insurance, and kids education while aligning to our families financial strategy.

Ryan's holistic approach to financial planning has provided myself and my husband an in-depth knowledge of our own finances as well as ensuring we are on track to meet our goals. Ryan provides many options with pros/cons so you fully understand the choices that are available. It has been fantastic working with him.

It was, and is very hard for me to trust other people with money that is supposed to be there for my family and retirement one day. I found a great sense of trust in Ryan and his team. Ryan has helped me with advice when I need it, proactively guides my wife and I with investment strategies, and even reminds me of the things that I need to get done, even though he doesn't need to - it's greatly appreciated. When I'm focused on making money at work and the everyday stresses of life, I feel a sense of comfort knowing someone like Ryan and his team are looking after something I know I can't.

Ryan and the team at MRG Wealth Management are stellar. Their professional and open demeanor, backed by an in-depth knowledge of a multitude of financial and insurance related topics has helped me and my family immensely. Read More I would not hesitate to recommend them to anyone who is looking for trustworthy advice and assistance in navigating the complex world of personal wealth/financial management. It is obvious after your first meeting that the team at MRG Wealth Management have your best interest in mind and are not pitching products to make a buck. Thanks for taking the time to explain things at a level I can understand and empower me to make quality informed decisions that will impact the lives of me and my loved ones. Lastly, I would add that I have stayed with MRG Wealth Management even though I am in another city/province. The accessibility and treatment I receive has not diminished with distance. The technological savviness of the firm has enabled a seamless transition to a remote service environment - keeping the personal touch I expect. Thanks

Ryan is wonderful at what he does. He has expertise and professionalism that build trust immediately, which is of utmost importance when you are planning for your future. He has creative strategies and is thorough in explaining options. You are in good hands with Ryan in your corner!

The advice we have received from Ryan is amazing. His straight forward questions have helped us in a lot of our financial scenarios. I wish we could have met him years ago.