Wealth Management Insights
Dollars and Sense
Live Intentionally. Be Unstoppable.
Explore financial advisor insights on financial planning and wealth management.
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Investments
Monthly Market Update - November 2025
December 2, 2025
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.

Planning
Investments
Comprehensive Wealth Management for Calgary Families
December 1, 2025
Discover how Calgary families can build, protect, and pass on wealth through strategic financial planning. A guide to multigenerational wealth management.

Investments
How to Find the Right Help for Your Investments in Calgary
November 24, 2025
Looking for help with your investments in Calgary? Learn how to choose the right financial advisor to guide your portfolio, tax strategy, and long-term goals.

Planning
Investments
When Should You Hire a Financial Advisor in Calgary?
November 17, 2025
Thinking about hiring a financial advisor in Calgary? Here’s when to get expert advice—whether you’re growing wealth, facing life changes, or planning for retirement.

Tax
Planning
How Calgary Business Owners Can Reduce Their Tax Burden
November 10, 2025
Discover smart tax-saving strategies for Calgary business owners. A financial advisor explains how to reduce taxes using income planning, HoldCos, and corporate tools.

Investments
Monthly Market Update - October 2025
November 4, 2025
U.S. equities outperformed the TSX, with the NASDAQ up nearly 5%. Mid-month volatility and a flight to safety pushed gold to a peak as the U.S. government shutdown began.

Investments
Planning
Integrating Real Estate into Your Calgary Wealth Plan
November 3, 2025
Real estate can be a powerful part of your wealth strategy. Here’s how Calgary professionals and business owners can integrate property into a broader wealth management plan.

Planning
What to Expect from Your First Meeting with a Financial Planner in Calgary
October 27, 2025
Not sure what happens in a financial planning meeting? Here’s what Calgary professionals can expect during their first session with a financial planner.

Planning
Investments
What Makes MRG Wealth Different
October 20, 2025
MRG Wealth offers Calgary families a proven 7-step system, personalized planning, and disciplined wealth management for clarity, confidence, and lasting results.
