Financial Advisor in Calgary
Your Personal CFO
Calgary-based financial advisor helping families achieve financial independence with financial planning, wealth management, and insurance.
Live Intentionally. Be Unstoppable.
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Are you confident your finances will support the life you want?
What We’ve Seen
We created the Unstoppable Journeys System™ that solves these challenges.
These include:
- Inefficient investment portfolios exposed to the volatile roller coaster of the stock market
- Plans that aren’t working with your end goals in mind
- Paying more taxes than you should be
- Not getting the right advice about all aspects of your financial health
- Little understanding of how the Canadian wealth system works
Financial Planning | Calgary
It’s more than money
Your financial plan should reflect life today and your future goals. As your financial advisor and financial planner, we map out cash flow, tax strategies, retirement income, and estate considerations so your money supports the life you want. Our unique financial planning and wealth management approach is built on a proven system that integrates tax optimization, financial management, risk management, investments, retirement, and estate planning.
Wealth Management | Calgary
Beyond stocks and bonds
Diversifying investments across multiple asset classes can reduce risks and help generate more consistent results. MRG Investments' wealth management strategies incorporate many asset classes, modelled from how high net worth individuals and institutions invest. Once in motion, your financial advisor continues to monitor and update it.

Personal Insurance | Calgary
Protect your future
As part of your wealth management strategy, your financial advisor can assess which insurance options may be best to protect you and your financial future. Let us be your unbiased guide to managing risk so you can have an unstoppable journey.

Financial Planning
Great advice starts with financial planning. As your financial advisor and financial planner, we begin by uncovering your goals and working with you to lay out the steps to achieving them.
Wealth Management
Most Canadians can’t access the investments used by the ultra-wealthy. As your financial advisor, we’ve built a wealth management system that brings those opportunities to you.
Personal Insurance
Managing your risks is an important part of your long-term financial plan. As your financial advisor, we design insurance strategies to help protect what matters most.




Dollars and Sense
Our Piggie Bank of Wisdom
Put in a little time and get some incredible wealth tips in return.

Monthly Market Update - July 2025
