Wealth Management & Financial Advisors in Calgary

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Monthly Personal CFO Update

Deep down, you know there is a better way, you just don't know what that is...

What Clients Say

MRG Wealth Management

5.0

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Carol Peters

17:48 01 Mar 23

Ryan is our trusted advisor for all of our personal and corporate investment needs. We benefited from his services within the first year of working together. Ryan provides sound, informed advice based on our goals and financial situation. I feel that he truly cares about his clients and has expert knowledge of the investment realm.

Connie Berkshire

05:50 17 Jan 23

Ryan and MRG offer fantastic, personalized, and professional services. After a number of years of poor service and lack of attention from one of the large banks-and minimal portfolio performance-I moved my investments to MRG. Ryan immediately made a great first impression and in the time since then has continued to do so. Ryan is extremely knowledgeable and very passionate and diligent about finance; he is also very personable and truly listens to me, my hopes and fears, and has used all of this to develop a solid strategic plan to enable me to achieve my goals. My only regret is that I didn't meet him 10 years ago.

Cynthia Kumar

21:44 10 Jan 23

It is always a harrowing experience looking for a financial planner that you can trust and work with to achieve your financial dreams. Ryan is a pro in communicating, probing when he needs to and always makes himself available to answer questions or just discuss things that are top of mind. Highly recommend to consider Ryan in your search.

Dorothy Bewernick

23:46 23 Sep 22

We did a ton of research when looking for a financial planner. We know we can’t do enough research to plan for our retirement effectively which is why we trust Ryan as the expert! He is always on time, great in communicating with us and is available to answer all of our questions. We are happy working with him towards our future goals!

Amanda Friedel

19:16 01 Sep 22

We absolutely love Ryan's knowledge and enthusiasm, he is SO great at following up and coming alongside us to make sure we are on track financially. I also appreciate how much effort he puts in at staying updated on how our family is doing, milestones reached, or personal successes. We always feel like he truly cares about our family and is working hard to see us be successful and prepared financially. We highly recommend Ryan!

L M

17:55 31 Aug 22

We moved our investments to Ryan recently and are happy with our decision so far. He offers something different than your "regular" advisor who only offers certain financial products. He is very knowledgeable and seems to constantly be building upon his already significant expertise in all things financial. He is also very reachable and organized. I am grateful for his guidance thus far and feel like we have a solid financial plan and strategy for the future.

Randy Head

16:48 10 Jun 22

Ryan is a true, authentic professional. He is an excellent communicator, who cares about every detail related to a person’s wealth management plan. Brenda and I strongly recommend his skills. We are honored to have him guiding our financial planning, especially during the interesting days in which we live.

Diana Kinyua

14:16 06 May 22

Ryan has been a great addition to us as a financial advisor. We had a previous wealth management and financial adviser that I wasn't able to meet our needs and when we found with Ryan, we felt instantly heard and cared for. He's very attentive to our needs and he communicates really well. He has also educated us on financial matters so I feel like he's somebody that we are very confident with in the future. We would recommend him to anybody that is looking for a financial advisor and wealth manager.

Ryan Barrett

14:09 30 Mar 22

Ryan and RMG have been fantastic to deal with over the past year. They have been extremely transparent, trusting and give my wife and I the confidence that our investments are being looked after. I really like the retirement planning model, it really gives us line of sight to whether we are on track to meet our retirement goals or not.

Ron Dercole

15:15 05 Mar 22

We have been with Ryan for approximately 2 years. His knowledge and integrity is unchallenged. He is always seeking to better our portfolio. Keep,up the good work Ryan.

Jan Eden

14:50 06 Feb 22

Their are an abundance of wealth managers available today but non like Ryan Gubic. The integrity he demonstrates is valid. Each client is treated with the utmost concern and care for their financial wellbeing. Ryan continues to self improve through educating himself through gaining greater financial knowledge and working on himself personally and professionally to be 100% available for his clients. He has made an incredible difference in my life and for that I am truly grateful. His professional, kind and generous demeanor are his greatest attributes. Once you have the pleasure of knowing Ryan I know you will also agree.

Sandi Ollenberger

02:03 27 Jan 22

I have been extremely pleased with Ryan as my financial planner. With being a recent widow I am so grateful that he is helping me to look after my finances.

J E

02:53 10 Nov 21

Ryan is one of the most honest and charismatic people we have met in this industry. He has great integrity and an intimate knowledge of the market—preeminent attributes for a wealth advisor. We have been MRG Wealth Mgmt clients for 2 years and continue to be very pleased with Ryan’s service and with our portfolio’s performance. Even amid the uncertain times of Covid, Ryan’s pragmatic money management style ensured our portfolio’s stability.

Lorraine G

17:17 27 Sep 21

As a retiree I valued Ryan’s expertise and patience explaining the options available for investing my hard earned money. His knowledge, integrity and honesty gave me confidence that my funds will be well taken care of in my retirement years! Thank you Ryan!!

Cynthia Kumar BST

00:49 23 Sep 21

Ryan has been a gem to work with. I was frustrated with using my institutional advisor as the information was not tailored. He understood my situation and was able to dig into some issues that I did not have the time or understanding to address. His knowledge of investments and ability to apply that to your situation is excellent. Thanks Ryan.Highly recommended.

Rhoda Friedel

03:50 12 Sep 21

My husband and I have been working with Ryan and MRG Wealth Management for a year now. He has helped us with our financial needs, mine in particular as I transitioned from work to retirement. His honesty and integrity are valued and we have come to trust his thoughts and perspectives. We do not have to worry about our finances as we have full confidence in Ryan and his company.

KIM WORSTER

21:41 21 Jun 21

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.

Rick Zajonz

02:30 22 May 21

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.

Victoria D

01:43 05 Jan 21

The team at MRG Wealth Management has helped me get back on track for retirement and made everything easy and enjoyable. It was refreshing to work with a team that listened to what I wanted and we worked together to develop a plan which would work for me. The knowledge and expertise they have is unlike anything I have experienced before. It feels great to have a trusted partner to help me make smart decisions with my money and I now feel confident in my future. I recommend MRG Wealth Management to all my family and friends.

Stuart S

20:16 29 Oct 20

The advise 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.

Karen Boersma

16:01 07 Oct 20

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.

Octopus & Son

19:26 08 Sep 20

We had the pleasure of working with Ryan over the past 2 months and have to say that his professionalism and desire to be clear and concise has us extremely happy.His patience and willingness to dig in and understand is something that assures we continue to work together.Thanks again Ryan!

Sarah McNab

03:05 05 Sep 20

I recently approached MRG Wealth Management to help me secure life insurance. Although my current circumstances presented some challenges in terms of my application, Ryan did not shy away from the challenge. Instead, he went the extra mile – and many more – to ensure I ended up with the coverage I needed, and at a great rate! Ryan was extremely responsive and knowledgeable, walking me through each step of the process. I was impressed by his continued persistence and his reluctance to accept the status quo. I believe that all these factors combined contributed to the successful outcome I don’t think I would have received with another financial advisor. I look forward to working with Ryan and MRG again in the future!

Cameron Ollenberger

16:24 04 Mar 20

It is a pleasure working with Ryan. He provides exceptional service and is always available to provide advice. He definitely went the extra mile during the transfer of investments to MRG as we had some small balance certificated shares that were not easy to deal with.

Courtney Jackson

18:58 17 Jan 20

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!

Professionals

Business Owners

Retirees

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 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

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.

Ryan Gubic MBA, CFP, CIM, CPA, CGA, PMP
Founder & Personal CFO

The Problems

The Solution

Ryan Gubic MBA, CFP, CIM, CPA, CGA, PMP
Founder & Personal CFO

As Featured On

Achieve Your Aspirations Beyond Wealth

We believe in challenging the status quo.
We believe in continuously improving.
We believe in making a difference.

For too long, the same old traditional approaches to investing have reigned. It has resulted in professionals, business owners and retirees having to work longer and harder to achieve their goals with many never achieving them.

There is a smarter way.

Our innovative wealth management system and exclusive strategies break the mold of traditional approaches, delivering value and results for our clients.

How M|R|G Wealth Management is changing wealth management:

Integrated system

Simplified process

Investment management

Insurance solutions

How we are paid

Trusted advisor + digital technology

Integrated system

Simplified process

Investment management

Insurance solutions

How we are paid

Trusted advisor + digital technology

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.

Strategic Wealth Management

Multidisciplinary
Professional Team

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Multidisciplinary
Professional Team

Each client works with a dedicated team consisting of a designated accountant, designated financial planner, professional investment advisor, and professional insurance advisor to help make the financial journey easier and more efficient.

Proven Financial
System

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Proven Financial
System

Our innovative wealth management system helps professionals and business owners achieve their financial goals faster and retirees have more income in retirement. You'll experience the benefits of this system with us.

Tax-Optimized
Financial Planning

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Tax-Optimized
Financial Planning

Your financial plan will be tailored and built entirely around your situation and life-long goals while integrating the 6 critical areas of your life. If your situation changes, so will the plan, so you never lose track of achieving your ambitions.

Institutional Style
Investment Strategies*

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Institutional Style
Investment 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.

Fair & Transparent
Fee Structure

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Fair & Transparent
Fee Structure

We believe in a simplified, fair, and transparent fee structure that makes it easy for you to know what you're paying. Due to our firm size, partnerships, and technology we are able to pass cost savings to our clients.

Your Personal CFO

Integrating the 6 critical aspects of your financial life together

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

Beyond Stocks & Bonds

Diversified portfolios have generated greater results with less risk

Average Canadian

only 2 Asset Classes

illustration purposes

High Net-Worth

5+ Asset Classes

Tiger 21 members Q4 2022

Canada Pension Plan

5+ Asset Classes

CPP 2022 annual report

Beyond Stocks & Bonds

(Includes stocks, bonds, mutual funds, ETFs – illustration purposes only)

Tiger 21 members Q1 2022 report

CPP 2021 annual report

Average Canadian

Just 2 asset classes

[visualizer id="4953" lazy="no" class=""]

(Focused on stocks, bonds, mutual funds, ETFs – Illustration purposes only)

VS

High Net-Worth

5+ asset classes

[visualizer id="4982" lazy="no" class=""]

(Tiger 21 Members Q4 2021 Asset Allocation)

Canada Pension Plan

5+ asset classes

[visualizer id="4987" lazy="no" class=""]

(CPP 2021 Annual Report)

Integrated Planning

Our wealth management 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.

Tax
Optimization

Minimize tax obligation. How can I pay less tax?

Risk Management

Mitigate risks with insurance and planning. Where am I vulnerable?

Investments*

Preserve and grow financial assets. Where should I invest?

Financial
Management

Analyze current and future financial position. Am I on track?

Retirement

Plan retirement lifestyle and cash flow. Will I have enough?

Estate

Plan transition of assets. Will my intentions be executed?

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

Beyond Stocks & Bonds

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

Trusted Relationships

Relationship Focused, Results Driven.

It’s a comfortable feeling having a trusted partner and knowing that your financial future is secure and is supported by financial advisors 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 financial planning to private wealth management, let’s get you from where you are to where you want to be. Together.

Client Success Process