MRG Investments
Demystifying Investing
Investing can feel like one big mystery.
Saving money each month, unable to shake the worry that you'll just lose it again when the market falls.
Does it feel like you’re constantly on this investment rollercoaster while others are able to consistently make money even when the market falls?
We can help you unlock the secret known by the ultra wealthy and large institutions — minus all the worry!
88% of market returns and volatility can be traced back to asset allocation, or the types of investments.2
How Canadians invests vs. the Ultra Wealthy 1, 14
VS
Discover the best investment strategy for you.
Why other investment strategies fail
Poor Planning
Not knowing the steps it takes to achieve your goals sets you up to fail. Almost half of Canadians (43%) surveyed are not confident they will achieve their financial goals10. Don’t let this be you.
Volatile Portfolios
Being uncertain about how your investments will do in the stock market roller coaster. In a study, investment returns were 93% lower if the 60 best days in the market were missed6. Lower returns means working harder and longer.
Tax Inefficiencies
Not understanding the tax optimization options available to you takes a toll on your wealth. Canadians pay more in taxes than any other major expense combined8. How you structure your tax strategy can have a big impact on your goals.
Missing Advice
Having unanswered questions can lead to costly mistakes. Getting experienced advice from your trusted and educated advisor reduces uncertainty and fear, leading to better results.
Greater returns with less risk
Our philosophy starts with planning not products. We work with you to clarify your challenges and goals.
From that point, we evaluate your investment risk tolerance and risk capacity and build a custom investment strategy that is both tax-optimized and integrated with the other areas of your financial life. We then determine the appropriate asset allocation and solutions for your investment portfolio.
We consider:
Many Canadians don’t have access to different types of investments, so we developed a holistic wealth system to provide access to all of our clients.
Get access to our system today.
Why Use a Discretionary Portfolio Manager?
We can offer you services and solutions that an investment advisor cannot
Your investment portfolio is managed by a Discretionary Portfolio Manager.
A Discretionary Portfolio Manager requires more education and experience compared to an investment advisor.
Having a Discretionary Portfolio Manager means that you’ll have access to investment strategies that you may not otherwise be able to access.
Your Discretionary Portfolio Manager can proactively make decisions on your behalf (based on your goals and risk tolerance) instead of your money sitting idle waiting for your investment advisor to call you.
What this means for you is that we can offer you services and solutions that a regular investment advisor is not able to. We can trade at the moment it is most advantageous for you.
Our Approach
A picture is worth 1000 words so we illustrated it for you.
How investing has traditionally been handled for the average Canadian looks a lot different from high net worth people and large institutions. This is why these people and institutions are making money even when you aren’t.
How Typical Canadians Invest
How High Net Worth Individuals Invest1
How Successful Institutions Invest14
How We Invest
Diversified portfolios have historically generated greater returns with less risk.
The Secret to Successful Investing
Invest smarter today.
All you need to run your finances
Aligned Capital Partners + CIRO
Aligned Capital Partners Inc. (ACPI) is a full-service investment dealer and member of 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.
Canadian Investor Protection Fund (CIPF)
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)5