Our Team
MRG Wealth Management represents a team of wealth professionals supporting Canadians in achieving their aspirations beyond wealth and making their journey easier.
We welcome you to get in touch with a financial advisor in Calgary to learn more about how we can build a personalized strategy for you.
WE BELIEVE IN…
Challenging the status quo
Continuously improving
Making a difference
WE VALUE…
Health
Family
Relationships
Our vision, mission, and values
Vision
We envision a future where Canadians, their families, and future generations achieve their aspirations beyond wealth and live the life they want.
Mission
Our mission is to guide clients on aligning their financial resources with their values and vision by providing a Personal CFO service, addressing the pain of achieving their aspirations with limited financial resources and making their journey easier. We aim to evoke feelings of clarity, control, and confidence in our clients by being truly invested.
Values
- Health
- Family
- Relationships
- Knowledge
- Happiness
”Unfortunately too many Canadians are unaware of the proven strategies available that will support them in achieving their dreams.”
Ryan Gubic
Ryan Gubic MBA, CFP, CIM, CPA, CGA, PMP
MRG Wealth - Founder & Personal CFO
MRG Investments of Aligned Capital Partners - Portfolio Manager
Meet Ryan, Founder & Personal CFO
Ryan is guided by his core principles and lives his personal values of health, family, and relationships. He guides clients on aligning their financial resources with their personal values and vision to achieve their aspirations that go beyond wealth.
Committed to continuous learning, Ryan is a recognized chartered professional accountant, chartered investment manager, certified financial planner, and holds an MBA from Edinburgh, Scotland.
Ryan is passionate about increasing financial literacy in Canada. He currently serves on the board for the CPA Alberta Education Foundation and is interviewed by major news outlets to share financial knowledge with Canadians.