Do You Know Where You Are Financially Vulnerable?
Knowing your vulnerabilities and options available to manage is critical to successfully achieving your goals.
Written by
Ryan Gubic
Published on
10
Sep 2020
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Knowing your vulnerabilities and options available to manage is critical to successfully achieving your goals.
So many clients have told us, they wish they knew what they know now, earlier in life.
We developed a free, simple, fast, and easy online Financial Vulnerability Assessment to help Canadians better understand their financial vulnerabilities.
In 5 minutes, you can have a better understanding of your tax, investment, risk, retirement, and estate vulnerabilities.
You can access the online Financial Vulnerability Assessment by clicking here or the button below.
Click Here To Access the Financial Vulnerability Assessment
If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.
Ryan Gubic is the founder of MRG Wealth Management Inc. operating as MRG Wealth (“MRG”) and is a Portfolio Manager with MRG investments of Aligned Capital Partners Inc. (“ACPI”). The opinions expressed are not necessarily those of MRG, ACPI, or Ryan Gubic. This material is provided for general information and the opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on the information presented, seek professional financial advice based on your personal circumstances. ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through MRG Investments, an approved trade name of ACPI. Only investment-related products and services are offered through MRG Investments of ACPI and covered by the CIPF. Financial planning and insurance services are provided through MRG. MRG is an independent company separate and distinct from MRG Investments of ACPI. Contact your financial advisor in Calgary or your financial planner in Calgary to discuss.
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