Financial Planner Calgary
Our tax-optimized financial planning process with tailored support from a financial planner in Calgary helps you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.
Life-Changing
Financial Planners in Calgary
It’s time your needs are met. At MRG Wealth Management, our financial planners in Calgary understand that to plan a successful and comfortable future, your financial situation and needs must be understood. It’s what we’ll do.
Your Calgary financial planner will listen to your goals and build an integrated and personalized financial system that delivers on them. If your lifestyle evolves, we’ll update your plan so you still live the life you want while providing life-changing wealth management services.
Integrated Wealth Management in Calgary
Our wealth management system and financial planners in Calgary help you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.
Optimization
Management
Financial Planners in Calgary
with an Unique Approach
We know that the traditional approach to investing and financial planning no longer works. Our unique financial planning approach is built on a proven financial system that integrates your six critical financial areas, enabling you to experience synergies and value that you haven’t experienced before. Most importantly, it helps you achieve your goals in an efficient and effective process. Your financial planning experience with us will include your values and goals, potential challenges, risks and vulnerabilities, a thorough review of your investment portfolio with your financial advisor in Calgary, opportunities, and a detailed roadmap to success. Experience a new, unique way with us.
Professional Financing Planning & Advice
Proven Financial
System
Proven Financial
System
Certified Financial
Planners
Certified Financial
Planners
Exclusive Financial
Strategies
Exclusive Financial
Strategies
Specialized Tax
Knowledge
Specialized Tax
Knowledge
Personalized
Relationships &
Support
Personalized
Relationships &
Support
How are you managing the 5 big challenges that can
jeopardize your financial future?
Our financial planners in Calgary have the expertise and solutions to get you from where you are to where you want to be.
Market Correction
resulting in you losing money
Limited Growth
resulting in you not achieving your goals
Taxes
resulting in you having less of your hard earned wealth
Unmanaged risk
resulting in major impacts to your financial future
Lack of Planning
resulting in costly mistakes
Client Success Process
Select each step to learn more
Introduction
(1st Meeting)
Discovery
(2nd Meeting)
Wealth Strategy
(3rd Meeting)
Review & Update
(4th+ Meeting)
Introduction
(1st Meeting)
Discovery
(2nd Meeting)
It is important to understand where you are at and where you want to go so we can work together to build an effective and efficient strategy to get you there. Your financial advisor in Calgary will discuss your values/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.
Get Started – Become A Client
- Review and sign new client paperwork to become a client using our simple digital process.
- Your investment accounts will be transferred from your previous financial institution over to your new accounts at National Bank.*
- As your investments are being transferred, which usually takes a month, we start the financial planning process.
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Wealth Strategy
(3rd Meeting)
Based on your values and goals, your financial advisor in Calgary will work with you to build an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals. We will discuss your proposed wealth management in Calgary strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.
- Financial Management
- Investments
- Retirement
- Risk Management & Insurance
- Tax Optimization
- Estate
Review & Update
(4th+ Meeting)
A key to success is continually monitoring and adjusting your wealth strategy based on life, economic, and political changes. Through regular communication and updates, we help you stay on track to achieve your goals regardless of what curve balls life may throw your way.
Financial System: a collection of plans with continual updates
Financial Plan: 1 and done, outdated as soon as printed
Our Financial Planners in Calgary Simplify Wealth Management
You want a trusted financial planner in Calgary for your future. With our team, you have them. From retirement planning to estate planning and everything in between, we can help all individuals in different professions and industries, small and large business owners and retirees looking to enjoy their life. We understand the complex economic variables and how it relates to your situation. You’ll feel comfortable and confident with your financial decisions as we’ll make attaining your secure financial future simple.
Financial Planning in Calgary
starting from
$2,500
Value & Goals
Vulnerabilities & Opportunities
Personal Balance Sheet
Personal Cash Flow
Investments
Savings
Retirement
CPP/OAS
Withdrawal
Risk Management & Insurance
Tax
Estate
Child Education
starting from
$3,500
Everything in Family +
Corporate Wealth Strategies
Legal Structure
Corporate Investments
Corporate Savings
Business Owner Compensation
Corporate Risk Management & Insurance
Health Spending Account
Group Benefits
Business Continuation (Buy/Sell)
Corporate Succession
Your Secure Financial Future
Finance
Goals
Challenges
Net Worth
Cash Flow
Tax
Personal Tax Strategies
Corporate Tax Strategies
Deductions and Credits
Retire
Savings
Withdrawal
CPP
OAS
Pension
Risk
Review of existing insurance
Life insurance
Disability Insurance
Critical Illness Insurance
Long Term Care
Travel Insurance
Kids Insurance
Health & Dental Insurance
Health Spending Account
Buy-Sell Insurance
Key Person Insurance
Group Benefits
Estate
Will/Power of Attorney/Personal Directives
Intergenerational Wealth Transfer
Charitable Giving
Trusts
Estate Tax Minimization
Invest
Risk Tolerance
Asset Allocation
Asset Location
Frequently Asked Questions
It is a simplified, integrated, and effective wealth management system that integrates the six critical components of your financial life, enabling you to experience synergies and value that helps you experience more in life. It consists of Financial Management, Tax Optimization, Risk Management & Insurance, Retirement Planning, Investments, and Estate Planning.
Knowledge and understanding
leads to increased success
