ABOUT US

About MRG Wealth Management

At MRG Wealth Management, we specialize in tax-optimized wealth strategies and financial advice for high net worth business owners and entrepreneurs throughout Canada.

We saw a need and opportunity to provide a better wealth management experience. 

We honour time and empower our clients with personalized support and knowledge. We provide them with the information they need to make informed decisions and take control of their wealth. 

Our customized wealth strategies incorporate financial planning, investments, and insurance.

We support our clients and help them achieve their financial goals and experience more through preserving, growing, and transferring their wealth.

Our Story

At our core, MRG Wealth Management is rooted in the belief that life should be enjoyed living, not living to work. From childhood, Ryan (our founder) loved math, analyzing problems and solving them. He also was passionate about helping others and believed that knowledge and ideas should be shared not kept secret. This value of abundance runs deep within the MRG team. We help our clients clarify and achieve their financial goals quicker and easier. We accomplish this through tax-optimized strategies developed through years of experience. 

“There are many options available to people to live an easier life, but these options aren’t commonly known or shared. I’m passionate about sharing this knowledge and helping Canadian business owners create time and flexibility to focus on what’s important to them.”

– Ryan Gubic, Founder and President

OUR STORY

At our core, MRG Wealth Management is rooted in the belief that life should be enjoyed living, not living to work. We’re passionate about helping business owners analyze problems and working together to solve them. We believe that knowledge and ideas should be shared not kept secret. This value of abundance vs scarcity runs deep within the MRG team. We specialize in supporting our clients clarify and achieve their financial goals. With our tax optimized wealth strategies, we help our clients achieve their financial goals more quickly and with ease.

“There are many options available to people to live an easier life, but these options aren’t commonly known or shared. I’m passionate about sharing this knowledge and helping Canadian business owners create time and flexibility to focus on what’s important to them.”

– Ryan Gubic, Founder and President 

Our Promise

We promise to add value to your life.​

We know that financial management can be overwhelming. Our first promise is to listen and help to simplify the complex. Our second promise is to empower you with personalized support and knowledge to make informed decisions. And finally, we promise to help you achieve your financial goals and experience exceptional results.

Our Services

We specialize in tax-optimized wealth strategies for business owners across Canada.
Our clients are empowered and benefit from the integration of financial planning, investments, and insurance solutions. Our integrated team provides clients greater access to wealth solutions, while creating more time and flexibility.

Through our custom strategies, we help our clients preserve, grow and transfer their wealth, mitigate risks. This means that they achieve their financial goals faster and easier.

What Makes Us Different?

We understand business and we know how hard you’ve worked to get where you are.

Our tax optimized wealth strategies are built for business owners and designed to help them achieve their financial goals with less time, capital, and risk.

Our partnerships get you access to advanced solutions that you typically wouldn’t have access to.

What Makes US Different

Relationships

You experience personalized support and we build a lifelong relationship together built on trust, respect, and value.

Tax

Your wealth strategy is tax optimized to help you pay less tax and designed to help you achieve their financial goals with less time, capital, and risk.

Integration

Your money works smarter with increased efficiency and effectiveness by integrating all key areas of your financial life

What Makes US Different

Relationships

You experience personalized support and we build a lifelong relationship together built on trust, respect, and value.

Tax

Your wealth strategy is tax optimized to help you pay less tax and designed to help you achieve their financial goals with less time, capital, and risk.

Integration

Your money works smarter with increased efficiency and effectiveness by integrating all key areas of your financial life

RYAN GUBIC, MBA, CFP, CPA, CGA, PMP

President, MRG Wealth Management
Investment Advisor, MRG Investments of Aligned Capital Partners

At MRG Wealth Management we provide Canadian business owners personalized service and advanced options to achieve their financial goals faster and easier. 

Our clients experience exceptional support and results through our Value Stacking™ process for financial success. This step by step process integrates the 6 critical areas of our client’s financial life (financial management, taxation, retirement, estate, risk mitigation, and investment) and creates a custom strategy for each client that helps them succeed.