MRG Wealth Management
909 17 Ave SW, fourth floor T2T 0A4 Calgary, AB, Canada

The governing Liberals tabled the latest federal government budget. Read our quick summary to see the impact to you.

Monthly Market Update - March 2021 Be intentional. Experience More.

Are you living the life you want? What’s stopping you? MRG was founded to provide simplified, integrated, and effective financial management that helps you experience more in life. Book a call free, no-obligation call with a multidisciplinary financial expert - CPA, CGA, CFP, MBA, wealth strategist, professional investment advisor, and licensed insurance advisor.... https://mrgwealth.com/connect-with-us/

Monthly Market Update - February 2021 Stay Curious. Be Informed.

It’s time your needs are met. At MRG Wealth Management, our financial planners in Calgary understand that to plan a successful and comfortable future, your financial situation and needs must be understood. It’s what we’ll do. Our certified financial planners will listen to your goals and build an integrated and personalized financial system that delivers on them. If your lifestyle evolves, we’ll update your plan so you still live the life you want while providing life-changing wealth management services.

We built an integrated financial system designed to understand your needs and deliver personalized service and value to help achieve your goals. So dream big head in the clouds, and allow us to help you get where you’re going! www.mrgwealth.com

Your needs changed... but financial firms didn’t. We're here to help Calgarians live the life they dream of, with a unique wealth management model that works. Whether you're dreaming of more ski days... or staying out of the cold. We're here to support your goals: mrgwealth.com

Stay Curious. Be Informed. Monthly Market Update - January 2021

We are pleased to share our latest issue of our quarterly newsletter. In this issue you’ll find lots of thought-provoking ideas about the financial and investing opportunities in our new normal.

Benefits Of Hiring A Financial Planner Everyone, from retirees to up-and-coming professionals, could benefit from working with a financial planner. While there are costs of hiring such a professional, paying for financial advice can turn into a substantial investment for your future and help you succeed in achieving your goals. How do you know when it’s time to hire a financial planner in Calgary? Read more here: http://ow.ly/F4hf50D5sUo

Benefits Of Hiring A Financial Planner Everyone, from retirees to up-and-coming professionals, could benefit from working with a financial planner. While there are costs of hiring such a professional, paying for financial advice can turn into a substantial investment for your future and help you succeed in achieving your goals. How do you know when it’s time to hire a financial planner in Calgary? Read more here: https://mrgwealth.com/benefits-of-hiring-a-financial-plann/... #MRG #MRGWealth #WealthManagement #wealthmanagementcalgary #investment #financialadvisor #financialadvice #financialfreedom ##retirementinvestmentplanning

Stay Curious. Be informed. Be Intentional. Annual Market Update - December 31, 2020

https://mrgwealth.com/

Are you on track for your retirement goals? https://mrgwealth.com/

on our ! Transparency and easy access to information is not common in the financial industry, especially online. We are excited to announce the rollout of our new website with transparency on our unique philosophy, integrated financial optimization system, simplified processes, fair fee structure, and helpful tools such as a you can do online in under 5 minutes. And all this information is easy to read on the homepage for simple viewing.

Financial Planning Canada has released their 2020 Stress Index report and money is the number 1 cause of stress for Canadians by a large margin over health, work, and relationships. Half the survey respondents reported they lost sleep because of financial worries. This might not be surprising given the curve balls that is 2020 but there are things you can do to reduce your stress and take control. Money unfortunately doesn't grow on trees to fix problems, but strategic financial planning can help you better understand your options and a plan to manage. Working with a Financial Planning Professional can help you reduce your financial stress. Connect with us if you are interested in exploring your options.

There is a great piece of advice that applies in trying times. It is this: Focus on the things you can control, not the ones you cant. Individually, you cant control the spread of a virus, but you can control how you contribute to your communitys response to that threat. Equally, you cant control the markets, or todays value of your portfolio. But there are still lots of things you can do to contribute to your financial health and well-being. In that spirit, I am sending along the Summer 2020 edition of our newsletter. It has lots of ideas, that can contribute to your financial well-being.

Spring is here! So is the Spring 2020 edition of our quarterly newsletter, please click link below to read. In this issue: Tax-optimized investing - page 1 Goal focused planning - page 2... Market downturn - page 3 Estate planning (recreation property) - page 4 If you would like to receive our future quarterly newsletters, please subscribe below the newsletter on our website via link below.

Summary of Canada's Economic Response Plan to Covid-19. Knowing your financial options is very important in all areas of your financial life. Stay Informed and Stay Healthy. Thank-you to Ian Maclean (an insurance advisor we collaborate with) and Ativa Interactive for summarizing.

Business owners and contractors, why are you paying more tax than you need to? Pay Less Tax & Build A 7 Figure Portfolio! Learn how: http://mrgwealth.com/vsl-knowledge-access/

Want to Pay Less Tax, Build a 7 Figure Portfolio, and Avoid Costly Mistakes most investors make? We developed a systematic approach using tax optimized wealth strategies and advanced processes/tools to help to do just that. Watch our knowledge sharing presentation below to learn how.

The way we work is changing, how is the Gig Economy impacting you and how are you impacting the Gig Economy? Thank-you CPA Alberta and Andrew Moore for the interview.

It is that time of year again, not just the RRSP deadline on March 2 but also an opportunity to take a moment to check if you are on track to achieve your goals. We have our processes and tools we use to help our clients continually evaluate their progress, please share how you check and track your progress towards your goals?

Most business owners and professionals we meet are making 1 or more of these mistakes costing them time and money, are you?

Want to save ~30% on your dental, drug, massage, and other health related expenses for you and your family? Pay with tax-deductible corporate $ instead of after-tax personal $.

Ever wonder how beer can be used to help explain ou tax system?

We developed a tax-optimized wealth strategy for a client last week and option C resulted in $1 million more wealth over the clients lifetime in after-tax dollars. Restructuring all 3 accounts resulted in even more additional investment growth.

Small Business Expo was a ton of fun, great people with interesting businesses and fascinating stories. Thank-you to the Calgary Chamber of Commerce for organizing and the sponsors for supporting.

Thank-you to everyone that attended the retirement planning seminar on Monday, great questions on the 5 tax strategies presented to help Canadians experience more in retirement. If you weren't able to attend and want to learn about strategies to pay less tax and experience more, please contact me and I am happy to share opportunities with you. [email protected]

Great day at the Calgary Chamber of Commerce Leaders Classic golf tournament last Thursday. Although it rained, the participants reminded everyone they were not made of sugar and played through with a smile.

Can you beat Captain America? Great day on Wednesday at the Project Management Institute (PMI-SAC) annual golf tournament with Taleo Project Services.

Thank-you to everyone that supported the 2019 Indulge Marda Loop Community Event on Saturday. Raised money for children's programs in the community and enjoyed some great people, wine, food, and a little candy.

MRG Wealth Management is proud to be a sponsor of the Marda Loop Community Event "Indulge" which raises money for kids in the community. Thank-you to the team of volunteers below that make great events like this possible. https://www.mardaloop.com/event-list/indulge/

Have you ever wondered what your options are for the RESP funds you have worked so hard to save if your children don't pursue post secondary education? Or what if there are remaining funds after they finish?

Important to have someone you trust in your corner

Thank-you to everyone that came and had fun at the 1st Annual Glendale Easter Egg Hunt. And a special thank-you to the volunteers and Glendale/Glendale Meadows Community Association that make this event possible.

MRG Wealth Management is proud to sponsor the 1st Annual Glendale Easter Egg Hunt.