MRG Wealth Management
MRG Wealth Management is a Calgary-based financial advisory firm serving professionals, business owners, and retirees across Canada, offering integrated financial planning, wealth management, investments, insurance, and tax strategies through a Personal CFO model. The firm emphas
- Emphasis on tax & financial planning
- 57 client reviews (5.0★ average)
Strong fit for tax & financial planning.
MRG Wealth Management is a Calgary-based financial advisory firm serving professionals, business owners, and retirees across Canada, offering integrated financial planning, wealth management, investments, insurance, and tax strategies through a Personal CFO model. The firm emphasizes coordinating estate planning, tax efficiency, and cash flow management as part of a comprehensive wealth system.
Ask Ryan to recap meetings in follow-up emails — reviewers say he does this proactively
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Switching from a big bank to personalized portfolio management
- Retirement planning and long-term financial goal setting
- Families with complex, multi-generational financial needs
Ask first if
- Advisor explains investment concepts in plain language; clients consistently note he encourages questions
- Large bank or big-firm wealth management
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| MRG Wealth Management · this provider | 57 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Is MRG Wealth Management a good fit if we are switching from a big bank? +
Many reviewers specifically mention switching from a large bank to MRG and describe it as one of the best financial decisions they made. They highlight a shift from generic, cookie-cutter service to personalized strategies tailored to their family's goals.
Does Ryan Gubic work with families who have complex financial situations? +
Multiple reviews mention families with diverse needs including children heading to post-secondary education, aging parents, corporate investments, and retirement planning. Reviewers say Ryan takes time to understand each family's full picture before building a customized plan.
How accessible is the advisor between appointments? +
Reviewers consistently note that Ryan has excellent response times and proactively sends follow-up emails recapping discussions and next steps. Several clients mention feeling reassured knowing he is readily available to answer questions.
Does MRG Wealth Management help with retirement planning specifically? +
Retirement planning is one of the most frequently mentioned services across reviews, with clients noting that Ryan keeps them on track and provides peace of mind as they approach retirement. He is also noted for helping clients at various stages, from early savers to those near retirement age.
What financial products or services does MRG Wealth Management cover? +
Reviewers mention portfolio management, RRSPs, life insurance, corporate investments, and personalized long-term financial planning. The firm appears to take a comprehensive approach rather than focusing on a single product.
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