Calgary Financial Planners

Our tax-optimized financial planning process 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

It’s time your needs are met. At MRG Wealth Management, our financial planners understand that to plan a successful and comfortable future, your financial situation and needs must be understood. It’s what we’ll do.

Our Calgary financial advisors 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 Financial Management

Our wealth management system and financial planners help you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.

How can I pay less tax?
Risk Management
Where am I vulnerable?
Where and what should I invest in?
Am I on track?
Will I have enough?
Will my intentions be executed?
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.

Financial Planners 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, opportunities, and a detailed roadmap to success. Experience a new, unique way with us.

Professional Financing Planning & Advice

Proven Financial

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Proven Financial

Our successful approach is designed on our exclusive wealth management system. This allows us to build a tax-optimized plan around your needs and delivers on your goals.

Exclusive Financial

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Exclusive Financial

Unlike other financial advisors that promote outdated traditional investment products, we focus on game-changing strategies, uniquely designed around your situation and objectives.

Certified Financial

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Certified Financial

Our financial advisors are designated Certified Financial Planners by FP Canada, the Canadian organization responsible for certifying professional financial planners and leading the advancement of professional financial planning in Canada.

Specialized Tax

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Specialized Tax

Our financial planners are designated Chartered Professional Accounts by CPA Canada, the Canadian organization responsible for certifying professional accountants.

Relationships &

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Relationships &

We believe in forming a foundation of trust, honesty and fairness. With open communication and transparency, we want to develop a strong relationship that secures your future.

How are you managing the 5 big challenges that can
jeopardize your financial future?

Our financial planners 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


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

Our Financial Planners Simplify Wealth Management

You want the best financial planners 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

Want to get started? Select the plan that fits you most.

starting from


Value & Goals

Vulnerabilities & Opportunities

Personal Balance Sheet

Personal Cash Flow






Risk Management & Insurance



Child Education

Business Owner

starting from


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




Net Worth

Cash Flow


Personal Tax Strategies

Corporate Tax Strategies

Deductions and Credits










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



Will/Power of Attorney/Personal Directives

Intergenerational Wealth Transfer

Charitable Giving


Estate Tax Minimization


Risk Tolerance

Asset Allocation

Asset Location



 Reviewed by MBA, CFP, CIM, CPA, CGA, PMP

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.

We are 100% independent and have no allegiances to a particular product or company. We believe being independent allows us to provide our clients with the best financial outcomes.
It is an in-depth assessment to determine the factors involved in your financial decisions and to discover where your financial vulnerabilities may lie. MRG is happy to offer a complimentary Financial Vulnerability Assessment.

Knowledge and understanding
leads to increased success

MRG Financial Vulnerability Assessment
Our quick online assessment tool can help you understand your vulnerabilities.
MRG Sample Strategic Plan
An example of what MRG Strategic Planning looks like for our clients.