Investment
Management

An investment strategy that helps you make smart decisions about your wealth and takes you from where you are to where you want to get to.

Results
Commitment


We can help you preserve and grow your investments in any market condition with our proven financial system and exclusive strategies.

Innovative Investment
Management in Calgary

Traditional wealth management models no longer provide you with clear-cut investments that maximize your money. At MRG Investments of Aligned Capital Partners, our individualized investment philosophy is a new-age model that gives you more robust financial opportunities, maximizes your capital and secures your future.

Our investment strategy will 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 in Calgary that works for you.

Investment Philosophy

Greater Return with Less Risk
Goals
Unlike other investment management firms in Calgary, our philosophy starts with planning not products. First, we work with our clients to clarify their challenges and goals and assess their current situation. From that point, we take a risk-based approach to build a custom investment strategy that is both tax-optimized and integrated with the other areas of their financial life to help clients achieve their goals in an efficient and effective process.
Risk
We view risk for our clients in two ways:
  1. Risk of a client not achieving their financial goals, and thus not being able to live the life they want.
  2. A client’s investment risk tolerance and risk capacity, which are used to determine the appropriate global asset allocation for their investment portfolio.

Our investment strategies are very unique and exclusive, typically only offered to multi-millionaires and we have been able to offer them through exclusive partnerships to all of our clients

An Investment Manager
You Can Trust

While other portfolio managers create a standardized plan for your future, our financial advisors will build you a personalized wealth strategy that targets your financial goals while addressing any challenges. We will openly communicate and explain your plan, and the opportunities presented, giving you confidence when making decisions. Our open and transparent approach is how we stand apart from our investment firms. You’ll trust and feel supported with our advisors.

Investment Management
Catered To Your Financial Goals

Profitability

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Profitability

The most profitable companies have a history of generating greater returns. Cash flow is important for future growth and dividends. Analysis can lead to wiser investments.

Value

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Value

Value companies have a history of generating greater returns over growth companies. Great companies purchased at a fair price increase the odds of success and help protect capital.

Financial Strength

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Financial Strength

A strong balance sheet and responsible use of debt helps promote sustainability and growth. Companies that have demonstrated consistent financial management have been rewarded.

Diversification

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Diversification

Investing in different industry sectors, different countries, and different asset classes helps increase returns by investing in different areas that react differently to the same event. For the same reason, this also helps decrease risk.
Traditional Approach
Challenges & Risks

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.

With a low interest rate environment, many typical lower risk investments like bonds may barely provide any real returns after inflation.

Note: Mutual funds and exchange traded funds (ETFs) are mainly a wrapper for these 2 types of asset classes.

2 Assets Classes

(illustration purposes only)
What are successful institutions and high net-worth individuals doing?

Yale

(Yale 2018/2019 Financial Statements)

High Net-Worth Individuals

(Tiger 21 Members Q1 2020 Asset Allocation)

Canada Pension Plan (CPP)

(CPP 2019 Annual Report)

M|R|G Portfolios
Benefits

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

(illustration purposes only)

How we are paid

Investment Management
Our typical annual advisory fee:
Accounts held at National Bank.

Are you confident in your
financial future?

Do you want:

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

The first step is to have an introductory meeting to discuss your financial challenges and goals and explore how our integrated financial planning system and investment management approach can help you achieve your goals.  

Schedule Introduction

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

Get Started – Become A Client

  1. Review and sign new client paperwork to become a client.
  2. We will go through the simple digital process to transfer your investments over to National Bank.
  3. As your investments are transferred over from your previous institution, we will start the financial planning process.

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.  

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.

Frequently Asked Questions

It is a simplified, integrated, and effective financial 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.

Aligned Capital Partners Inc. is an independent investment dealer providing investment advisor licensing through the Investment Industry Regulatory Organization of Canada (IIROC).

For your security and convenience, your investments are held at one of Canada’s largest banks. With over 25 years of service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.

Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca). All non-securities related business conducted by MRG Wealth Management is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage service, and/or tax return preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by MRG Wealth Management, and all such non-securities related business is the responsibility of MRG Wealth Management alone.

¹Need to sign a refund agreement for terms to be effective. Qualifying investments need to be invested for a full calendar year from January 1 to December 31 in the MRG Alternative Portfolio. Other investments outside of that portfolio do not qualify for refund. If the return on the qualified investment made on January 1 is not positive when reviewing annual results to December 31, then we will refund 100% of the annual advisory fee paid to Aligned Capital Partners Inc. that year for those qualified investments.

info@mrgwealth.com

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

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