About Us
Your Personal CFO
Find Out How
Have you wondered how the ultra-wealthy make money even when the market drops?
We’ll let you in on their secret.
Our MRG Personal CFO System™ integrates holistic financial planning and wealth management strategies typically reserved for a select few, taking you off the investing roller coaster and setting you on track to achieve your goals.
About The Founder
Meet Ryan Gubic
Ryan’s passion was sparked by his father’s vision to build a better life for his family. His family's escape from an oppressive regime and financial struggles ignited a fire in Ryan to continue on his family’s legacy and build a better life for his family and help others do the same. The primary way that Ryan recognized to do this is by learning the inner workings of money and aligning it with your values and vision for your life.
Dedicated to this purpose, Ryan undertook decades of continuous learning, giving him the unique ability to simplify the complex and develop strategies to solve the big problems keeping people from achieving their goals. He is a recognized chartered professional accountant, chartered investment manager, certified financial planner and holds a Masters in Business Administration. He is a registered portfolio manager and licensed insurance advisor.
His decades of training in all things financial make him uniquely capable of answering your questions — through the different phases of your life.
Ryan’s system is proven to help his clients see the whole picture of their finances so that they can achieve their goals.
Ryan is passionate about increasing financial literacy for Canadians and is guided by his personal values of health, family and relationships. He'll guide you on aligning your financial resources with your own personal values and vision to achieve your unstoppable journey.
Ryan Gubic
MRG Wealth – Founder and Personal CFO
MRG Investments of Aligned Capital Partners – Portfolio Manager
Why Us?
With his wealth of experience and knowledge, Ryan has created a system for managing money that helps to ensure that you’re in control of your financial future.
How We Do It
Money is so intricately tied to every aspect of your life. We’ve seen how proper planning can support health, relationships and happiness and we know the formula for success.
Your Vision
With our guidance, you will craft a vision for your life that goes far beyond dollars. We want you to take your dream vacation, buy that vacation home, retire worry-free and plan for your children's futures.
Your Money
We’ll work with you to create something unstoppable. The answer? A proven system that integrates holistic planning and wealth strategies that helps you achieve your goals and spend less time worrying about your money.
Your Success
With a vision firmly in place, we create a roadmap to achieve your goals and take a weight off your shoulders.
Uncover your Potential
Financial Planning
Our philosophy starts with planning, so we’ll begin by uncovering your goals and working with you to lay out the steps to achieving them.
Investment Management
Many Canadians don’t have access to different types of investments. MRG Investments developed a system to open access to our clients.
Personal Insurance
Our insurance strategies can be part of your success plan, offering opportunities to manage your needs from life insurance to travel insurance.
Let us help make your journey unstoppable.
Connect with us today for clarity and confidence in your financial future.