Planning
The big secret to achieving your dreams isn’t so flashy…
It all starts with your vision. Whether you want a care-free retirement, to move to your dream home, to set your children up for success or leave a legacy, our step-by-step system for financial planning can get you there.
Our Experience
We’ve Seen it All
In working with hundreds of people in all stages of life, we’ve noticed similarities in the types of challenges facing Canadians.
How Canadians feel about their wealth.
44% of Canadians say money is their leading source of stress.9
Almost 3 out of 4 (71%) Canadians surveyed don’t have a professional financial plan.10
Almost half of Canadians (43%) surveyed are not confident they will achieve their financial goals (directly correlated as without a plan it is much more difficult to achieve your goals).10
47% of Canadians who are currently working believe they are at risk of outliving their retirement savings.11
72% of Canadians who are already retired say their retirement is not what they were expecting.11
Whether you’re an employee, a business owner or retired, any of these challenges, if not solved with a solid financial strategy, can mean devastating consequences for your life goals.
How We Think
We listen to understand your unique goals and challenges and build a trusting relationship helping you manage your personal finances like a business, acting as your Personal CFO to optimize your finances to reach your life goals.
Our unique financial planning approach is built on a proven system that integrates six critical financial areas
What is an MRG Personal CFO?
Your Financial Planner
Your Investment Advisor
Your Insurance Advisor
Your Wealth Tax Advisor
Our unique financial planning approach is built on a proven system that integrates six critical financial areas:
Budgeting
Understand your current and future financial position.
Risk
Protect your financial future.
Investments
Grow your money sustainably.
Tax
Save money on your taxes.
Retirement
Afford the retirement you want.
Estate
Ensure your wishes are honoured.
You have to know where you’re going before you can plan how to get there. That’s why we start with your values, vision and goals and build out from there!
Our Process
Ready to take your mind off your money?
Considerations
You can benefit from an MRG Wealth Financial Plan.
For every client, we cover:
Considerations for business owners
If you are a business owner, we can also cover:
Sounds like a fit for you? Schedule some time to talk.
That’s Just the Start…
Financial planning is just where we begin. With MRG Investments of Aligned Capital Partners, we’ll put your plan to work, fueling your financial strategy with a risk-based approach to build a custom investment strategy that is both tax-optimized and integrated with the other areas of your financial life to help you achieve your goals.
Learn more about how you can improve your investment strategy.
Be sure of your future.
Connect with us today for clarity and confidence in your financial future.