Investment Advisor in Calgary: What They Do & How to Choose One
Looking for an investment advisor in Calgary? Learn what they do, how they differ from financial planners, and how to choose the right one for your investment portfolio.
Written by
Ryan Gubic
Published on
27
Jun 2025
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Investment Advisor in Calgary: What They Do & How to Choose One
If you’re searching for an investment advisor in Calgary, you’re likely ready to take your investment portfolio to the next level — with expert guidance on risk, returns, and long-term growth.
But not all investment advisors are created equal. Here’s what to know before choosing the right investment advisor for your needs.
What Is an Investment Advisor?
An investment advisor is a licensed professional who:
- Provides financial advice on securities (stocks, bonds, ETFs, alternatives)
- Manages investment portfolios on your behalf or with your input
- Helps align your investments with your financial goals
- Operates under regulatory oversight (e.g., CIRO or CSA in Canada)
Think of them as the quarterback of your investment portfolio — helping you build, monitor, and adjust your investments based on your plan.
How Investment Advisors Differ from Financial Planners
While a financial planner focuses on your overall financial picture (cash flow, retirement, estate, taxes), an investment advisor zooms in on:
- Asset allocation
- Risk tolerance
- Performance reporting
- Ongoing rebalancing
- Security selection
Some professionals offer both — combining investment expertise with strategic financial planning.
When You Need an Investment Advisor in Calgary
You may benefit from a professional investment advisor if you:
- Have $250K+ in investable assets
- Feel overwhelmed managing your own portfolio
- Want to optimize tax efficiency and asset location
- Are transitioning into retirement or selling a business
- Need a second opinion on your current investment strategy
In Calgary’s fast-changing market, professional guidance can help you avoid costly mistakes.
How to Choose the Right Investment Advisor
Ask these questions:
- Are you registered with CIRO or another regulator?
- Do you act as a fiduciary?
- What’s your investment philosophy?
- How are you compensated (fee-only vs. commission)?
- Can I see a sample investment plan?
Look for transparency, clarity, and alignment with your risk tolerance and goals.
Why Calgary Investors Work with MRG Wealth Management
At MRG Wealth Management, we integrate disciplined investment management with big-picture financial planning. Our clients benefit from:
- Custom investment portfolios aligned to their life goals
- Private and public investment options
- Ongoing performance reviews and rebalancing
- Tax-aware investing strategies
- Integrated retirement, business, and estate planning
We act as your Personal CFO, guiding your investment strategy with clarity and confidence.
Ready to Work with an Investment Advisor in Calgary?
📅 Schedule a meeting with an investment advisor in Calgary and start building an investment portfolio with purpose.
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.
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