Can I Live
the Life I Want?
Wealth Management in Calgary
Supporting Canadians
Across The Country
Your financial needs and life changed, but financial firms and your financial advisor didn’t. We did. At MRG Wealth Management, our unique and innovative approach to wealth management helps you achieve your financial and life-long goals. We’ve created a simplified, streamlined system that encompasses your financial life under one umbrella, providing you with more clarity and confidence to make smart decisions. We can help you live the life you want.
The problems with the
traditional approach
Pushing products instead of maximizing wealth
Inefficient investment portfolios consisting of just stocks, bonds, mutuals funds, and/or ETFs
Missing tax-optimization and financial planning opportunities
High fees, commissions, and unclear fee structures
For too long, the same old traditional approaches to financial planning and investment strategies have reigned. It has resulted in professionals, business owners and retirees having to work longer and harder.
We were tired of the disconnect and impact on Canadian families and businesses.
So we set out to change it.
Our innovative Smart Money System™ and exclusive strategies break the mould of traditional approaches, delivering better, more personalized results for our clients.
Financial firms didn’t.
Wealth management in Calgary and across Canada should give you confidence, clarity, and control over your finances and help you experience more in life. That’s what we offer.
The more control and information you have to make smart decisions, the better your results will be. Our Calgary financial advisors are focused on providing you with the best financial opportunities to maximize your wealth and secure your future. You’ll feel more comfortable and confident making smart decisions with your money with us guiding you.
How M|R|G Wealth Management is changing wealth management:
MRG Wealth Management System™
Simplified, integrated, and effective financial management that helps you experience more in life.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
Management*
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisor fee on assets over $3M
Solutions
Standard commission paid by insurance company not client
Wealth Management Based On You
While other wealth management firms in Calgary and across Canada focus on products, we focus on you. As an independent advisor, our model is based on your financial situation, potential challenges and personal goals. We won’t sell you particular products due to allegiances, nor create standardized cookie-cutter financial plans with zero value. We truly believe that a personalized strategy will maximize your wealth, protect your future and enable you to live the life you want.
Experience A Smarter
Wealth Management System
Proven Financial
System
Proven Financial
System
Tax-Optimized
Financial Planning
Tax-Optimized
Financial Planning
Institutional Style
Strategies
Institutional Style
Strategies
Multidisciplinary
Professional Team
Multidisciplinary
Professional Team
Fair & Transparent
Fee Structure
Fair & Transparent
Fee Structure
Why partner with us?
Proven Financial System
Exclusive Strategies
Specialized Knowledge
We Care About You & Results.
It’s a comfortable feeling, knowing that your financial future and wealth management are managed by professionals who care and deliver results. Let us stay on top of the latest market moves, track your progress towards your goals, and obsess over the little details that make all the difference. From retirement planning to private wealth management, let’s maximize your wealth. Together.
Proven Results
How We Help
Financial Planning
Our Value Stacking Planning System™ helps you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.
Investment Management*
An investment strategy that helps you make smart decisions about your wealth and takes you from where you are to where you want to get to.
Insurance Solutions
Insurance solutions based on your needs and integrated with your overall wealth strategy
Learn the best retirement strategy you have never heard of.
It’s a strategy big banks and advising firms aren’t doing. We figured out how to do it for our clients. We can do it for you, too.
