Financial Planning

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 Calgary
Financial Planners

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.

Integrated Financial Management

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

Tax
Optimization
Minimize tax obligation. How can I pay less tax?
 
Risk Management
Mitigate risks with insurance and planning. Where am I vulnerable?
Investments*
Preserve and grow financial assets. Where should I invest?
Financial
Management
Analyze current and future financial position. Am I on track?
Retirement
Plan retirement lifestyle and cash flow. Will I have enough?
Estate
Plan transition of assets. 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 our financial planners in Calgary.

Professional Financing Planning & Advice

Proven Financial
System

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Proven Financial
System

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
Strategies

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Exclusive Financial
Strategies

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
Planners

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Certified Financial
Planners

Our financial advisors in Calgary 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
Knowledge

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Specialized Tax
Knowledge

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

Personalized
Relationships &
Support

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Personalized
Relationships &
Support

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?

We 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

Our Calgary Financial Planners Simplify Wealth Management

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.

Financial Planning

Want to get started? Select the plan that fits you most.
Family
$1,500

Value & Goals

Vulnerabilities & Opportunities

Personal Balance Sheet

Personal Cash Flow

Investments

Savings

Retirement

CPP/OAS

Withdrawal

Risk Management & Insurance

Tax

Estate

Child Education

Business
$2,500

Everything in Family +

Corporate Wealth Strategies

Legal Structure

Corporate Investments

Corporate Savings

Business Owner Compensation

Corporate Risk Management & Insurance

Group Benefits

Business Continuation (Buy/Sell)

Corporate Succession

 

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.

info@mrgwealth.com

421 7 Ave SW, Suite 3000 | Calgary, AB | T2P 4K9

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