Can I Live

The Life I Want?

We help Canadians achieve their financial goals faster and retirees have more income in retirement.

Be Intentional. Experience More.

Smarter Wealth Management

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

We do this by creating smarter wealth strategies that help Canadians achieve their financial goals faster and retirees have more income in retirement so they can live the life they want.

There is a SMARTER way.

We provide wealth management services to professionals, business owners, and retirees across Canada.

The problems with the
traditional approach

Pushing products instead of providing personalized solutions

Inefficient investment portfolios consisting of just stocks, bonds, mutuals funds, and/or ETFs

Missing tax-optimization and financial planning opportunities

Paying high fees for limited service and value

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:

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

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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.

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.

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.

Integrated Financial Management

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.

Is your money working harder, or SMARTER?

Average Canadian

Just 2 asset classes

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

VS

High Net-Worth

5+ asset classes

(Tiger 21 Members Q1 2021 Asset Allocation)

Canada Pension Plan

5+ asset classes

(CPP 2020 Annual Report)

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

We Care About You & Results.

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 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 financial planning to private wealth management, let’s get you from where you are to where you want to be. Together.

Proven Results

Client Success Process

Select each step to learn more

Who We Help

Canadian Professionals, Business Owners, and Retirees who:

⇒Are nice people that are enjoyable to work with

⇒Want a professional partner to help them achieve their financial goals and manage their wealth

⇒Have household investments over $250,000

⇒Appreciate the value and services we provide and pay a reasonable fee for our services

How We Help

Financial Planning

Tax-optimized financial planning 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 be.

Insurance Solutions

Insurance solutions based on your needs and integrated with your overall wealth strategy

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

Smart Strategies

Education Affiliations

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.

info@mrgwealth.com

421 7 Ave SW, Suite 3000 | Calgary, AB | T2P 4K9

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