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info@mrgwealth.com

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(403) 999-4500

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4838 Richard Rd SW, Suite 300, Calgary, AB T3E 6L1

The problems with the
traditional approach

Pushing products instead of providing personalized solutions

Inefficient investment portfolios consisting of just stocks, bonds, mutual funds, and/or ETFs

Missing tax-optimization and financial planning opportunities

Paying high fees for limited service and value

There is a smarter way.