Calgary Branch Luncheon | Solving Four Financial Problems
For many high-performing individuals, they have invested significant time, energy, and resources into building a successful career. But often, their personal vision and goals are not given the same attention, leading to costly mistakes. Ryan Gubic, MBA, CFP, CIM, CPA, CGA, PMP, will share the four big financial problems many high-performing Canadians have that keep them from living the life they want, and how to solve them.
- Poor Planning – How to build a plan by aligning your values, vision, and milestones with the six critical aspects of your financial life.
- Inefficient Portfolios – Challenges with the outdated approach to personal finances and how pension funds and high net worth individuals have solved decades ago.
- Limited Tax Minimization – Tax being the largest expense for most people, explore the importance and value of tax optimizing your financial life.
- Missing Advice – Costly mistakes that impact financial futures, the importance of qualified advice, the value of teamwork, and the impact on your future.
Ryan will encourage you to take time to identify your personal values and vision, then set measurable goals to achieve your vision. Finally, reflect how your current life, actions, and financial resources align with these and determine if there is opportunity for increased alignment.
About the Presenter
Ryan Gubic is guided by his core principles and lives his personal values of health, family, and relationships. He guides Canadians as their personal chief financial officer, aligning their financial resources with their personal values and vision to achieve their aspirations that go beyond wealth.
Committed to continuous learning, Ryan is a recognized chartered professional accountant, chartered investment manager, certified financial planner, and holds an MBA from Edinburgh, Scotland. He is also the founder of MRG Wealth.
Ryan is passionate about increasing financial literacy in Canada. He currently serves on the board for the CPA Alberta Education Foundation, is an ambassador for FP Canada, and is interviewed by major news outlets to share and educate Canadians on financial knowledge.
Brought to you by the Calgary Branch.
For any questions about this event, please contact [email protected].