Smarter not harder

Experience value as you preserve, grow, and transfer your wealth using our tax optimized strategies to help you achieve your goals.


You are unique. It is our business to understand your specific needs and objectives while providing tailored advice and solutions to help make your financial journey easier.

Investment Analysis

Understand your financial vulnerabilities and implement our recommended investment portfolio solutions to help you achieve your best financial future.

Smarter not harder

At MRG Investments, we can help you preserve, grow, and transfer your wealth in a strategic way so your investments can work smarter with increased efficiency and effectiveness helping you achieve your goals.

Personalized Support

We believe in building lifelong relationships with our clients and all generations of their family while supporting them in every stage of their journey. You are unique and it is our passion to understand your needs and desires so we can best help you succeed. Clients experience personalized support and custom strategies tailored to their unique life which helps them achieve their goals and makes the journey easier and more enjoyable.

Investment Analysis

To help you reduce risk and maximize your investments, we support you with professional portfolio analysis to ensure that you have the correct asset allocation and investment portfolio according to your objectives and risk tolerance. We help you understand your financial vulnerabilities and present investment portfolio solutions to you to help you achieve your best financial future.

Originally founded in 1987 and headquartered in Peterborough, Ontario, Aligned Capital Partners was transformed through an acquisition in the spring of 2012 and moved to Burlington, Ontario. This transformation allowed the firm to be re-tooled with the specific intent of creating a firm where Canada’s best independent financial planners could find a welcoming home. Our firm is built on the foundation of unmatched industry experience, innovation, and “out of the box” style solutions designed solely for the benefit of the independent thinking, client-centric, and professional advisor.

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 ( and the Investment Industry Regulatory Organization of Canada ( 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.

We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.