MRG Wealth Management

📍 financial advisors in Calgary

MRG Wealth Management

9.4

MRG Wealth Management offers a truly personalized approach to financial planning. The team demonstrates a genuine commitment to their clients' long-term goals, fostering a strong sense of trust and security. Many appreciate the readily available support and responsiveness, making navigating complex financial decisions feel manageable and understandable. Client satisfaction appears to be a high priority.

What truly sets MRG Wealth Management apart is the focus on building relationships and aligning financial strategies with individual family values. It’s clear that they value more than just numbers; they care about understanding their clients’ life journeys and providing holistic financial guidance. The level of accessibility and personalized attention creates a supportive and reassuring experience.

Information about financial advisor in Calgary - MRG Wealth Management

Service options
  • On-site services
Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet

Customer Reviews

★★★★★

MRG Wealth Management has a rating of 5.0 out of 5 based on over 48 reviews on Google

We previously had our investments with a large firm where we often felt like just another client. Working with Ryan has been an absolute breath of fresh air. The way he provides personalized guidance, makes us feel truly supported in our financial journey. Ryan operates with unwavering integrity and is always open to answering our questions. As a dedicated family man, it feels as though he genuinely cares about what’s best for our family’s financial future. With him, we know we are in good hands.
Diana Kinyua (☆ 5/5)
Diana Kinyua (☆ 5/5)
We have been working with Ryan for a year. He keeps us on track with everything financial. Ryan really goes above and beyond in every aspect of financial planning. He is very personable and family oriented which aligns with our values Ryan always accommodates and makes time for us. If you are looking for peace of mind when it comes to retirement planning and someone you can trust and help you achieve your financial goals, definitely reach out to Ryan!!
Jan Dyck (☆ 5/5)
Jan Dyck (☆ 5/5)
We have been working with Ryan for over 2 years, and he has been a great help to ensure our retirement plan is on track. He is very attentive to our needs and helps us with all our concerns. We would and have recommended him to anybody that is looking for a financial advisor.
Todd Miltimore (☆ 5/5)
Todd Miltimore (☆ 5/5)
I wish I would have started working with Ryan years ago! He is knowledgeable, organized and always available to answer our questions. Highly recommend Ryan to anyone!
Theresa Larocque (☆ 5/5)
Theresa Larocque (☆ 5/5)
Ryan has been such a blessing to work with. He has made investing and finances enjoyable (which i never thought possible). He is extremely personable and shows that he cares not only about our future, but our day to day life as well. I am so grateful to be able to put my trust in him, and know that my future is in good hands. I would highly recommend Ryan and his team.
Kate Grinter (☆ 5/5)
Kate Grinter (☆ 5/5)
My wife and myself recently transferred our portfolio to MRG Wealth and Ryan made this process very easy and comfortable for us. Throughout the process Ryan was extremely transparent, very patient with all of the questions we had, and developed a strategy that we are both excited to work towards. If you need to contact Ryan, his response time is excellent, and he has been great at sending follow up emails to recap the discussions/path forward. We highly recommend using Ryan and MRG Wealth.
Terry Stephens (☆ 5/5)
Terry Stephens (☆ 5/5)
We absolutely love Ryan's knowledge and enthusiasm, he is SO great at following up and coming alongside us to make sure we are on track financially. I also appreciate how much effort he puts in at staying updated on how our family is doing, milestones reached, or personal successes. We always feel like he truly cares about our family and is working hard to see us be successful and prepared financially. We highly recommend Ryan!
Amanda Friedel (☆ 5/5)
Amanda Friedel (☆ 5/5)
View all reviews

Information about MRG Wealth Management

Address

MRG Wealth Management is located at 4838 Richard Rd SW Suite 300, Calgary, AB T3E 6L1, Canada

Phone

The phone number of MRG Wealth Management is +1 587-330-6397

Business Hours

Monday: 08:00–17:00
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed

Contact MRG Wealth Management

    Similar alternatives to MRG Wealth Management

    Subir s