The problems with the traditional approach:
Pushing products instead of providing personalized advice
Lack of integration and tax-optimization
High fees, commissions, and unclear fee structures
Cookie cutter financial plans that provide little value and difficult to understand
We were tired of the disconnect and impact on Canadian families and businesses.
So we set out to change it.
Your needs changed.
Financial firms didn’t.
Financial management should give you confidence, clarity, and control over your finances and help you experience more in life.
Value Stacking Planning System™
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
We believe in a simplified and transparent fee structure.
Financial
Planning
- Family: $150 / mth
- Business: $250 / mth
Planning fees waived for investment management clients
Investment
Management*
Typical annual advisory fee
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisor fee on assets over $3M
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Insurance
Solutions
Standard commission paid by insurance company not client
We are independent and work with the major insurance companies across Canada
Why M|R|G Wealth Management?
We can get you from where you are to where you want to be.
We help Canadians retire earlier and have more income in retirement so they can live the life they want.
Proven Financial System
Exclusive Strategies
Specialized Knowledge
Personalized Relationships & Support
Frequent & Transparent Communication
Results
“…over 80% of clients express interest in financial advice and planning, yet half remain on the sidelines.”
Ernst & Young Global Wealth Management Report 2019
MRG Financial Vulnerability Assessment
Where are you vulnerable? Find out now in only couple minutes with our simple online assessment.
MRG Sample Strategic Plan
An example of what MRG Strategic Planning looks like for our clients.
