Wealth Management & Financial Advisors in Calgary
We help professionals and business owners retire when and how they want with the money they need.
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.
The problems with the
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:
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.
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
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.
Is your money working harder, or SMARTER?
Just 2 asset classes
(Focused on stocks, bonds, mutual funds, ETFs – Illustration purposes only)
5+ asset classes
(Tiger 21 Members Q4 2021 Asset Allocation)
Canada Pension Plan
5+ asset classes
(CPP 2021 Annual Report)
Why partner with us?
We Care About You & Results.
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.
See what our clients have to say about the value they experienced in working with us.
Client Success Process
Select each step to learn more
Review & Update
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
Tax-optimized financial planning helps you obtain clarity and confidence in your financial decisions and empowers you to experience more in life.
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 based on your needs and integrated with your overall wealth strategy
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Learn How To Maintain Your Lifestyle In Retirement.
It’s a strategy pension funds and institutions have been using for decades. We figured out how to do it for our clients.