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Financial Planning

MRG Wealth Management

60Developing

4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1, Canada

5.0(57 Google reviews)on Google

About

MRG Wealth Management is a local financial planning provider in Calgary, Alberta. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

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Google Reviews

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5.0

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!!

See all 57 reviews on Google

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

ThemesAtmosphere

Services

Financial Planning

Licenses & Registrations

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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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

4838 Richard Rd SW Ste 300, Calgary, AB T3E 6L1, Canada

Also serves

Calgary and surrounding areas