Our Insights

Dollars and Sense

Bring intentionality to your life and your finances. Dive into some knowledge and insights directly from our Founder and Personal CFO.

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Understanding RRIFs

Registered Retirement Income Funds (RRIFS) are an investment vehicle that are designed to payout the assets you’ve accumulated in your saving years. RRIFs are essentially a continuation of your RRSP except instead of being used to accumulate funds they are used to start paying out funds. Our financial advisors in Calgary specialize in retirement planning and can help simplify and help you live the life you want.

5 Investment Truths You Need To Understand

As an investor, it can be hard to block out all of the information available regards to investing. There are many myths and misconceptions floating around that can negatively impact your financial goals. Below are 5 investment truths to achieve peace of mind and financial success that our financial advisors in Calgary wanted to share.

MRG Perspectives - Fall 2020

As we move into the autumn, there seems little doubt that 2020 will be a year we will remember for a long time. Against all the challenges and difficulties, we will also remember incredible stories of resilience. The resilience of front-line workers, especially in our health care system, the resilience of our families living through lockdown and home schooling, and even the surprising resilience of our economy which has absorbed an historic amount of shock.

How MRG Wealth Management Helps Business Owners

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

Salary vs Dividend

We have found that there’s a lot of misconceptions among business owners between the difference of salary and dividend. Our financial advisors in Calgary can help.

CPP - Take Early or Later?

Do you have questions about when the best time to take your CPP is? Our financial advisors in Calgary can help.

Corporate Passive Income Grind Down

In our Corporate Taxation & Dividends article we briefly described the difference between non-eligible dividends and eligible dividends.

Do You Know Where You Are Financially Vulnerable?

Knowing your vulnerabilities and options available to manage is critical to successfully achieving your goals.