Wealth Management & Financial Advisors in Calgary

We help professionals and business owners retire when and how they want with the money they need.

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.

Wealth Management For Calgary Families

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
[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)

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

Monthly Wealth Reporting

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 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.

Proven Results

See what our clients have to say about the value they experienced in working with us.

Dorothy BewernickDorothy 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 FriedelAmanda 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 ML 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 HeadRandy 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 KinyuaDiana 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 BarrettRyan 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 DercoleRon 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 EdenJan 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 OllenbergerSandi 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 EJ 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 GLorraine 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 BSTCynthia 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 FriedelRhoda 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 WORSTERKIM 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 ZajonzRick 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 DVictoria 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 SStuart 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 BoersmaKaren 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 & SonOctopus & 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 McNabSarah 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 OllenbergerCameron 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 JacksonCourtney 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!
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Client Success Process

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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 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 How To Retire When & How You Want

It’s a strategy pension funds and institutions have been using for decades. We figured out how to do it for our clients. 

Reviewed by MBA, CFA, CIM, CPA, CGA, PMP