Are you truly confident you are on track to achieve your financial goals and live the life you want? Have you thought of everything and created a plan to get from where you are to where you want to be?

Good news! We want to help you make that happen! To do this, we are sharing our seven steps to financial independence and security that we use with our clients. Our wealth management system and process can help you live the life you want.

MRG Wealth’s founder, Ryan Gubic is a Personal CFO and financial advisor in Calgary, Alberta with over 20 years of education focused on improving personal finances. Ryan is not only a Certified Financial Planner, he’s also a Discretionary Portfolio Manager, Chartered Investment Manager, Licensed Insurance Advisor, Chartered Professional Accountant and holds a Masters in Business Administration.

You can account for his years of dedication to educating himself to one thing: his passion for increasing financial literacy for Canadians and creating ways to make their journey easier. He has guided many Canadians on aligning their financial resources with their own personal values and vision to achieve an unstoppable journey.

And now, he’s put together this guide to do the same for you!

Below is just one step (step 1) as part of our seven week financial health series. You can download the complete document with all 7 steps on our planning page here

The big secret to achieving your dreams isn’t so flashy… 

It all starts with your vision. Whether you want a care-free retirement, to move to your dream home, to set your children up for success or leave a legacy, our step-by-step system for financial planning can get you there. 

We’re here to break down the barriers. Through MRG Wealth’s comprehensive guide, you can start planning and having conversations about your wealth goals with the important people in your life. 

When you’re ready to take action, your MRG Wealth team is here to help you implement your plan and give you access to strategies that can dramatically enhance your financial health. 

Imagine building a puzzle without knowing what the final picture will be. 

How much more difficult would that puzzle be? How much longer would it take for you to finish it? 

It’s the same with financial planning. Most people think building wealth is a ladder, moving up one rung at a time until you’re done climbing. In reality it’s much more like a puzzle — start with the end in mind and work backwards. 

Your values represent what is most important to you. 

Your values and vision are the foundation of your plan and the first step required to achieve your goals and live the life you want. 

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