MRG Wealth Management represents a team of wealth management advisors supporting Canadians in building personalized strategies for their investments and financial goals.
We welcome you to get in touch with us to learn more about how we can build a personalized strategy for you.
WE BELIEVE IN…
Challenging the status quo
Making a difference
”Unfortunately too many people today are unaware of the proven strategies available that will support them in achieving their financial goals.”
Ryan Gubic MBA, CFP, CIM, CPA, CGA, PMP
Founder & Personal CFO
Meet Ryan, Founder & Personal CFO
Ryan challenges the way things are done in the financial services industry and his dedication to continuously improving processes, technology, and strategies that support Canadians in achieving their financial goals. This level of credibility has been earned over a 20 year span working in finance and accounting.
In addition to earning his CPA, CGA, CFP, CIM, PMP & MBA showing his level of wealth management industry commitment, he has achieved one of the highest levels of investment licenses in Canada, enabling him to provide discretionary investment management to clients and legally has a fiduciary duty of care to his clients. The reason this is important to his clients is it separates his level of knowledge and service offering from others who have not yet reached this level of industry commitment.
Ryan has built a reputation specializing in short and long term financial investment planning and tax optimization, both positively impacting client’s short term goals, retirement goals, and estate planning.