Your Personal CFO and The MRG Wealth System™
About MRG Wealth
Clarity. Confidence. Freedom
That's what our clients want from their wealth — and it's exactly what we deliver. As your Personal CFO, we guide you to make smart financial decisions, avoid costly mistakes, and move forward with clarity and confidence in your secure financial future. To deliver on that promise, we built a proven wealth management system that helps families achieve financial independence, security, and ultimately live their own Unstoppable Journey.
Our MRG Wealth System™ integrates holistic financial planning and wealth management strategies typically reserved for the ultra-wealthy, taking you off the investing roller coaster and setting you on track to achieve your goals.
The MRG Personal CFO Advantage
About The Founder
Meet Ryan Gubic
Ryan’s passion was sparked by his father’s vision to build a better life for his family. His family's escape from an oppressive regime and financial struggles ignited a fire in Ryan to continue on his family’s legacy and build a better life for his family and help others do the same. The primary way that Ryan recognized to do this is by learning the inner workings of money and aligning it with your values and vision for your life.
Dedicated to this purpose, Ryan undertook decades of continuous learning, giving him the unique ability to simplify the complex and develop financial strategies to solve the big wealth management problems keeping people from achieving their goals. He is a recognized chartered professional accountant, chartered investment manager, certified financial planner and holds a Masters in Business Administration. He is a registered portfolio manager and licensed insurance advisor in Calgary.
His decades of training in all things financial make him uniquely capable of answering your questions — through the different phases of your life.
Ryan’s system is proven to help his clients see the whole picture of their finances so that they can achieve their goals.
Ryan is passionate about increasing financial literacy for Canadians and is guided by his personal values of health, family and relationships. He'll guide you on aligning your financial resources with your own personal values and vision to achieve your unstoppable journey.
Ryan Gubic
MRG Wealth – Founder and Personal CFO
MRG Investments of Aligned Capital Partners – Portfolio Manager
With his wealth of experience and knowledge, Ryan has created a system for wealth management in Calgary that helps to ensure that you’re in control of your financial future.
How We Do It
Money is so intricately tied to every aspect of your life. We’ve seen how proper financial planning can support health, relationships and happiness and we know the formula for success.
Your Vision
With our guidance, you will craft a vision for your life that goes far beyond dollars. We want you to take your dream vacation, buy that vacation home, retire worry-free and plan for your children's futures.
Your Money
We’ll work with you to create something unstoppable. The answer? A proven system that integrates holistic planning and wealth strategies that helps you achieve your goals and spend less time worrying about your money.
Your Success
With a vision firmly in place, we create a roadmap to achieve your goals and take a weight off your shoulders.
Uncover your Potential
Financial Planning
Smart advice starts with financial planning. As your Personal CFO and financial planner, we help you uncover your goals and creates a step-by-step plan to achieve them with clarity and confidence.
Investment Management
Many Canadians don't have access to the investment strategies used by the ultra-wealthy. As your Personal CFO and financial advisor, we’ve built a wealth management system that opens those opportunities to our clients.
Personal Insurance
Protecting against risk is a vital part of your financial plan. As your Personal CFO and insurance advisor, we create personalized insurance strategies to safeguard the people and assets that matter most to you.
Let us help make your journey unstoppable.
Connect with us today for clarity and confidence in your financial future.