Wealth Management Insights

Estate planning helps Calgary families protect wealth, reduce tax, support heirs and businesses, and align legacy with values—not just a will but a coordinated plan.

Markets rose strongly overall despite an April tariff shock that sparked a brief global selloff; volatility peaked then eased, stocks hit new highs, gold surged, and oil fell.

Cash flow planning helps Calgary high earners control spending, reduce stress, and turn rising income into long-term wealth by aligning taxes, lifestyle, and investments.

Smart guide for Calgary families on using mortgages and debt strategically—when to pay down, when to invest, and how to integrate debt into your full wealth plan.

Estate planning in Alberta helps families reduce taxes, avoid probate issues, and protect their legacy. Learn key steps with a Calgary financial advisor to secure your family’s future.

Learn how to build a tax-efficient wealth management strategy in Canada by optimizing account types, asset location, corporate structures, and spousal income splitting.

Year-end checklist for Calgary families: reduce taxes, optimize investments, update documents, and align goals to start next year strong.

Discover how MRG Wealth’s Personal CFO approach helps Canadians with integrated finanical planning and wealth management.

Markets rebounded late November as U.S. shutdown ended, Canadian GDP rose, and rate-cut odds improved. Oil slipped, gold stayed strong, and mixed economic data drove volatility.