Can I Live
the Life I Want?
Be Intentional, Experience More
Wealth Management in Calgary
Supporting Canadians
Across The Country
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.
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.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
*Investment services are provided by MRG Investments of Aligned Capital Partners Inc.
Planning
- Family: $150 / mth
- Business: $250 / mth
Management*
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisor fee on assets over $3M
Solutions
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
Personalized
Strategy
Proven Financial
Model
Proven Financial
Model
Exclusive
Strategies
Exclusive
Strategies
Trusted & Certified
Financial Planners
Trusted & Certified
Financial Planners
Transparent
Pricing
Transparent
Pricing
Why partner with us?
Proven Financial System
Exclusive Strategies
Specialized Knowledge
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
