Step 1: Identify Your Values and Vision
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?
Written by
Ryan Gubic
Published on
5
May 2025
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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 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
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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Dive into some advice directly from our Founder and Personal CFO.
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