MRG Overview: At MRG Wealth Management we give you confidence in your financial future with professional support to achieve financial freedom, and avoid working longer and harder while making costly mistakes. We empower business owners with tax optimized wealth strategies and personalized support that integrates financial planning, investments, and insurance solutions.Learn More

Health Spending Account (HSA): A Health Spending Account is a Canada Revenue Agency approved method to provide medical, dental, and vision benefits in a tax-efficient manner. A corporation can write off 100% of the costs related to its HSA and all expenses reimbursed are tax-free to the employees.Learn More

Corporate Retirement Savings Plan: A tax-deferred investment plan for your corporation to help you grow your wealth faster through tax-deferred compounding. Did you know corporate passive income tax is approximately 50% if not strategically managed and tax optimized?Learn More

Corporate Refundable Health Plan: Critical Illness insurance is important to protect you and your loved ones if you become critically ill. Did you know if structured properly you can get 100% of your payments back if you don’t become critically ill and can use as a tax strategy to transfer money from your corporation to you personally tax-free?Learn More

Refundable Disability Income Protection: Disability insurance is important to protect you and your loved ones from loss of income if you are unable to work. Did you know if structured properly you can get 50% of your payments back if you don’t become disabled?Learn More

Corporate Individual Pension Plan: An IPP is a tax-deferred savings vehicle used to invest and save for retirement. Contributions are tax-deductible and made directly from the corporation. Similar to an RRSP, the assets inside an IPP are tax-deferred until withdrawal. A clear advantage of an IPP is you can contribute up to 65% more than an RRSP.Learn More

MRG Emergency And Estate Directory: The directory is designed to help you organize your important information to assist others in locating your family, friends, advisors, and important documents in the event of an emergency, disability, or death.Learn More

MRG Emergency And Estate Directory: The directory is designed to help you organize your important information to assist others in locating your family, friends, advisors, and important documents in the event of an emergency, disability, or death.Learn More.If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.I am