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Our Value Stacking Planning 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.

Value Stacking Planning System™

Simplified, integrated, and effective financial management that helps you experience more in life.

Tax Optimization

Minimize tax obligation. How can I pay less tax?

Financial Management

Analyze current and future financial position. Am I on track?

Risk Management

Mitigate risks with insurance and planning. Where am I vulnerable?

Retirement

Plan retirement lifestyle and cash flow. Will I have enough?

Investments*

Preserve and grow financial assets. Where should I invest?

Estate

Plan transition of assets. Will my intentions be executed?

*Investment services provided by MRG Investments of Aligned Capital Partners Inc.

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

Our proven financial system and exclusive strategies are the key.

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 risks: resulting in major impacts to your financial future

Lack of Planning: resulting in costly mistakes

Client Success Process

Simplified Steps

Introduction

1st Meeting

Schedule Introduction Call

The first step is to have an introduction 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.  After our call together, to get started and become a financial planning client you will follow the simple steps below.

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.

Financial Planning  – Get Started And Become A Client

  1. Get started by selecting the financial planning level below that fits your needs and complete the simple registration and online credit card payment process.
  2. Once payment is processed you will receive a client engagement document to review and sign via Docusign as well as an email summarizing next steps and a client discovery form to complete
  3. Once you have completed the client discovery form, schedule your Discovery meeting (with spouse if applicable).

Discovery

2nd Meeting

It is important to understand where you want to go and why you want to go there so we can work together to build an effective and efficient strategy to get you there.  We will discuss your value/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.

Wealth Strategy

3rd Meeting

Based on your values and goals, we work together to build you an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals.  We will discuss your proposed wealth strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.

Review & Update

4th+ Meetings

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.

Value Stacking Planning Levels

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

Family

$150 / mth

Schedule Introduction Call

Value & Goals

Vulnerabilities & Opportunities

Personal Balance Sheet

Personal Cash Flow Analysis

Retirement Plan

CPP/OAS Maximization

Withdrawal Plan

Investment Plan

Risk Management Plan

Tax Minimization

Estate Plan

Child Education Plan

Business

$250 / mth

Schedule Introduction Call

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

Get Started

No setup costs or no locked-in commitment period, just unbiased professional advice to help you.

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Knowledge and understanding leads to increased success

MRG Financial Vulnerability Assessment

Where are you vulnerable? Find out now in only couple minutes with our simple online assessment.

Take Quick Online Assessment Now

MRG Sample Strategic Plan

An example of what MRG Strategic Planning looks like for our clients.

Download Now