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MGM Financial Group

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Financial Services

About Us

MGM Financial Group is an independent wealth advisory firm located North Burnaby. We specialize in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families. This includes Portfolio Management, Investment Planning, Insurance Planning, Estate & Legacy Planning, Tax Planning, Corporate Planning as well as Group Benefits. Our organization is build on the confidence and trust that clients have placed in us since our inception. We continue to serve and grow our clients throughout B.C.as well as the rest of Canada.

Highlights

  • Financial Planning - Cash Flow, Tax, Estate & Legacy Planning
  • Wealth Management - RRSP, TFSA, RESPs, Pensions, Non-Registered
  • Insurance Planning - Life, Critical Illness, Disability Insurance
  • Corporate Strategies - Wealth Management, Key Person & Buy Sell
  • Group Benefits - Health & Dental Benefits, Group RRSPs & Pensions