Can I Live

the Life I Want?

Simplified, integrated, and effective financial management that helps you experience more in life.

Be Intentional, Experience More

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 exclusive and innovative approach to wealth management in Calgary and across Canada helps you achieve your financial and life-long goals. We’ve created a simplified, streamlined model 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 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

For too long, the same old traditional approaches to financial planning and investment strategies have reigned. It has resulted in poor results for professionals, business owners and retirees.

We were tired of the disconnect and impact on Canadian families and businesses. So we set out to change it.

Our innovative financial planning system and exclusive strategies break the mould of traditional approaches, delivering better, more personalized results for our clients.

Your needs changed.
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 financial management:

Value Stacking Planning System™

Simplified, integrated, and effective financial management that helps you experience more in life.

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*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.

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*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.

We believe in a simplified and transparent fee structure.
Financial
Planning
Planning fees waived for investment management clients
Investment
Management*
Typical annual advisory fee
*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

Wealth Management in Calgary

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 Way
When It Comes To Wealth Management

Personalized
Strategy

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Personalized
Strategy

Your financial plan will be tailored and built entirely around your situation and life-long goals. If your situation changes, so will the plan, so you never lose track of achieving your ambitions.

Proven Financial
Model

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Proven Financial
Model

Our exclusive Value Stacking Planning System™ has delivered time and again for clients of all ages, investment experience and wealth. You'll experience the benefits of this model with us.

Exclusive
Strategies

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Exclusive
Strategies

Our wealth strategies are not common nor commonly available. Combining our specialized knowledge, partnerships with industry leaders, and technology, we can offer our clients wealth strategies that are often only available to institutions and ultra-high net worth Canadians.

Trusted & Certified
Financial Planners

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Trusted & Certified
Financial Planners

Trust and honesty are values that we hold dear. Our financial advisors will support you at any time, offering thoughtful and honest advice.

Transparent
Pricing

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Transparent
Pricing

We believe in a simplified and transparent fee structure that makes it easy for you to know what you're paying. You'll always know what you'll be charged for our services.

Why partner with us?

Simple. We can get you from where you are to where you want to be.

Proven Financial System

Exclusive Strategies

Specialized Knowledge

Personalized
Relationships & Support

Results

Secure Your Future With Our Wealth Management Services

It’s a comfortable feeling, knowing that your financial future and wealth management in Calgary are managed by professionals who care. 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. Your wealth is in our experienced and dedicated hands, giving you the freedom to enjoy your life to the fullest. From retirement planning to private wealth management in Calgary and across Canada, let’s maximize your wealth. Together.

Who We Help

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

info@mrgwealth.com

909 17th Ave SW, 4th floor | Calgary, AB | T2T 0A4

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