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 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 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.
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
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.
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
Select each step to learn more
Review & Update
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.
Value & Goals
Vulnerabilities & Opportunities
Personal Balance Sheet
Personal Cash Flow
Risk Management & Insurance
Everything in Family +
Corporate Wealth Strategies
Business Owner Compensation
Corporate Risk Management & Insurance
Health Spending Account
Business Continuation (Buy/Sell)
Your Secure Financial Future
Personal Tax Strategies
Corporate Tax Strategies
Deductions and Credits
Review of existing insurance
Critical Illness Insurance
Long Term Care
Health & Dental Insurance
Health Spending Account
Key Person Insurance
Will/Power of Attorney/Personal Directives
Intergenerational Wealth Transfer
Estate Tax Minimization
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