MRG Wealth Management
78Good4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1, Canada
About
MRG Wealth Management is a Calgary financial planning and wealth management firm that serves professionals, business owners, and retirees across Canada, offering integrated financial planning, investment management, tax optimization, and insurance services.
Senior Care Path Summary
MRG Wealth Management works with retirees and families to create comprehensive financial plans that address cash flow, tax strategies, retirement income, and estate considerations. Their team, led by Personal CFO advisors, combines financial planning expertise with investment management and insurance guidance to help clients achieve financial independence and retirement security. Clients appreciate their personalized approach, responsiveness, and ability to explain complex financial matters clearly, with many noting reduced stress and improved confidence in their financial future.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income and security
- Families seeking integrated financial planning and tax optimization
- Couples transitioning to retirement
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
57 Google reviews
Most recent reviews
Gareth Jenkins
2 months ago · via Google
We moved our investments over from one of the big banks just over two years ago and it has been one of the best things we have done. Ryan is very professional, thorough, and focused on you achieving your goals. Exactly what you need in someone who is helping manage your portfolio. I would recommend him to anyone who is looking for a new advisor.
Rudy Janzen
3 months ago · via Google
My wife and I have been with MRG Wealth Management now for 3 years, and have had Ryan Gubic as our portfolio manager. His advice, attentiveness and follow up have been extemporary. We would recommend his and MRG to all who are in need of, or looking for, wealth management services!
Connie Harding
4 months ago · via Google
We have had a lot of disappointment with investment professionals. Moving our portfolio was the best decision. Ryan is thorough, he explains the investments but also focuses on future goals of our family. He always encourages questions to make sure you understand fully what is being discussed. So grateful we found him. He cares about the people he looks after. What a gift!!
Summary of Google Reviews
Summarized by Senior Care Path from MRG Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
MRG Wealth Management holds an excellent 5.0-star rating across 57 Google reviews. Recent reviewers most often highlight warm, welcoming community.
Most common praise
- Warm, welcoming community
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Discretionary Portfolio Manager and Chartered Investment Manager (CIM)
- Licensed Insurance Advisor
- Master of Business Administration (MBA)
- Chartered Professional Accountant (CPA)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does MRG Wealth Management offer?
MRG Wealth Management is a financial planning provider in Calgary, Alberta. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does MRG Wealth Management speak?
Staff at MRG Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with MRG Wealth Management?
You can call MRG Wealth Management directly at (587) 330-6397, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Calgary. It is free, with no pressure.
Is MRG Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1, Canada
Also serves
- Calgary
- Canada