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.
Our certified financial planners 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.
Value Stacking Planning System™
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 our financial planners in Calgary.
Professional Financing Planning & Advice
How are you managing the 5 big challenges that can
jeopardize your financial future?
We have the expertise and solutions to get you from where you are to where you want to be.
resulting in you losing money
resulting in you not achieving your goals
resulting in you having less of your hard earned wealth
resulting in major impacts to your financial future
Lack of Planning
resulting in costly mistakes
Client Success Process
The first step is to have an introductory meeting or call so we can understand your financial challenges and uncover what you’re truly trying to accomplish as you learn more about how our financial planning system can help you achieve your goals.
If you are interested in both financial planning and investment management support then we have another meeting to discuss our investment philosophy in detail before you decide to become a client. Financial planning is included for investment management clients so no need to pay the planning fees. See Investment Management page for more details.
Review & Update
Financial System: a collection of plans with continual updates Financial Plan: 1 and done, outdated as soon as printed
Our Calgary Financial Planners
Make Wealth Simple
You want the best financial planners possible 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.
Value Stacking Planning Levels
Value & Goals
Vulnerabilities & Opportunities
Personal Balance Sheet
Personal Cash Flow Analysis
Risk Management Plan
Child Education Plan
Everything in Family +
Corporate Wealth Strategies
Legal Structure Review
Corporate Investment Review
Corporate Investment Plan
Corporate Insurance Review
Group Benefits Assessment
Business Continuation Assessment (Buy/Sell)
Corporate Risk Management & Insurance Plan
Corporate Succession Review
Frequently Asked Questions
Knowledge and understanding
leads to increased success