Investment
Management
Results
Commitment
We can help you preserve and grow your investments in any market condition with our proven financial system and exclusive strategies.
100% refund of our advisory fee if you don’t make money.¹
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
- 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.
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
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.
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
Yale
High Net-Worth Individuals
Canada Pension Plan (CPP)
(CPP 2019 Annual Report)
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
- <$1M: 1.5%
- >$1M: 1%
- Fee cap: no additional advisory fee on assets over $3M
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
Introduction
(1st Meeting)
The first step is to have an introductory meeting or call so we can understand your financial challenges and uncover what you’re truly trying to accomplish as you learn more about how our integrated financial planning system and investment management approach can help you achieve your goals. During our call, we will schedule your Discovery meeting (with spouse if applicable) and ask you to send us your completed client discovery questionnaire and investment statements at least 3 business days prior to your Discovery meeting in order for you to experience the most value when we meet.
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, discuss our investment philosophy and approach, and build a roadmap of next steps to help you achieve your goals. After these 2 meetings, you will have the information you need to make an informed decision on becoming a client.
Get Started – Become A Client
- Review and sign our client engagement agreement to become a client.
- We will go through the simple digital process to transfer your investments over to National Bank, review and sign secure electronic documents via Docusign.
- As your investments are transferred over from your previous institution, we will start the financial planning process.
- Your investments often remain as-is (just move from your previous institution to National Bank to show commitment as a client) until after we discuss your strategic financial plan together in your Wealth Strategy meeting and then implement your custom investment strategy after planning.
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. It is often after planning and this strategy meeting when we will implement your new investment strategy agreed upon.
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, we help you stay on track to achieve your goals regardless of what curve balls life may throw your way.
Frequently Asked Questions
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.
