Financial Advisor Calgary
An investment strategy with tailored support from a financial advisor in Calgary that helps you make smart decisions about your wealth and takes you from where you are to where you want to be.
Results
Commitment
We can help you preserve and grow your investments in any market condition with our proven financial system and exclusive strategies.
Innovative Wealth Management in Calgary Services
Traditional wealth management models no longer provide you with clear-cut investments that maximize your money. At MRG Investments of Aligned Capital Partners, our specialized investment philosophy is a new-age model that gives you more robust investment options to maximize your capital and manage risk.
Our Calgary financial advisors help you make smart decisions about your wealth and take you from where you are to where you want to get to. Experience investment management that works for you.
Investment Philosophy
- Risk of a client not achieving their financial goals, and thus not being able to live the life they want.
- A client’s investment risk tolerance and risk capacity, which are used to determine the appropriate global asset allocation for their investment portfolio.
Many Canadians don’t have access to different types of investments. We developed a system to provide access to all of our clients.
A Financial Advisor in Calgary
You Can Trust
Trust and value form the foundation for our relationships. Our wealth team will build you a personalized wealth strategy that targets your financial goals while addressing any challenges. Our financial advisors in Calgary will openly communicate and explain your plan, including the opportunities presented, giving you confidence when making decisions.
Wealth Management in Calgary
Catered To Your Financial Goals
Profitability
Profitability
Value
Value
Financial Strength
Financial Strength
Diversification
Diversification
Market correction resulting in you losing your wealth.
By investing in only 2 asset classes you are exposed to the risk that if anything happens to 1 of them, you could have a major impact on your financial future.
Not getting the returns and growth you need to achieve your goals and live the life you want.
Not experiencing the growth and cash flow you need can impact your ability to achieve your goals.
Note: Mutual funds and exchange traded funds (ETFs) are mainly a wrapper for these 2 types of asset classes.
2 Assets Classes
Canada Pension Plan (CPP)
CPP Annual Report
Yale
Yale Financial Statements
High Net-Worth Individuals
Tiger 21 Members
Return
Investing in multiple asset classes could help you realize the investment return you require to achieve your goals.
Risk
Investing in non-market correlated asset classes could help you reduce your risk, preserve your capital, and grow your wealth even when the equity and bond markets decline.
Multiple Asset Classes
How we are paid
Investment Management
- first million: 1.50%
- second million: 1.00%
- over $2 million: 0.50%
client minimum: $500,000.
Are you confident in your
financial future?
Protection from market
corrections
Investments growing at a rate required to achieve your goals
Trusted and unbiased professional advice and support
Tax-optimized financial
planning
Client Success Process
Select each step to learn more
Introduction
(1st Meeting)
Discovery
(2nd Meeting)
Wealth Strategy
(3rd Meeting)
Review & Update
(4th+ Meeting)
Introduction
(1st Meeting)
The first step is to have an introductory meeting with a financial advisor in Calgary to discuss your financial challenges and goals as we explore if and how we can help you.
Discovery
(2nd Meeting)
It is important to understand where you are at and where you want to go so we can work together to build an effective and efficient strategy to get you there. Your financial advisor in Calgary will discuss your values/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.
Get Started – Become A Client
- Review and sign new client paperwork to become a client using our simple digital process.
- Your investment accounts will be transferred from your previous financial institution over to your new accounts at National Bank.*
- As your investments are being transferred, which usually takes a month, we start the financial planning process.
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
Wealth Strategy
(3rd Meeting)
Based on your values and goals, your financial advisor in Calgary will work with you to build an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals. We will discuss your proposed wealth management in Calgary strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.
- Financial Management
- Investments
- Retirement
- Risk Management & Insurance
- Tax Optimization
- Estate
Review & Update
(4th+ Meeting)
A key to success is continually monitoring and adjusting your wealth strategy based on life, economic, and political changes. Through regular communication and updates with your financial advisor in Calgary, we can help you achieve your goals.
Financial System: a collection of plans with continual updates
Financial Plan: 1 and done, outdated as soon as printed
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.
Aligned Capital Partners Inc. (ACPI) is a full-service investment dealer and a member of the Canadian Investment Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO). Investment services are provided by MRG Investments, an approved trade name of ACPI.
For your security and convenience, your investments are held at CI Investment Services, providing custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
Aligned Capital Partners Inc. (ACPI) is a member of the Canadian Investor Protection Fund (CIPF). Only investment related products and services are offered by ACPI/MRG Investments and covered by the CIPF. Financial planning and insurance services are provided by MRG Wealth Management. MRG Wealth Management is an independent company separate and distinct from ACPI/MRG Investments. All non-securities related business conducted by MRG Wealth Management is not covered by the Canadian Investor Protection Fund (CIPF).