MGM Financial Group is an independent financial advisory firm based in Burnaby, British Columbia. We specialize in holistic financial planning, with a focus on wealth management strategies for business owners, professionals, and families. Our mission is to empower our clients to achieve their financial goals and create a secure and prosperous future.
Financial Planning
We assist clients in creating customized financial plans that align with their unique goals and objectives. Our planning process includes:
- Comprehensive needs assessment
- Goal setting and prioritization
- Risk management analysis
- Investment strategy development
- Retirement planning
- Estate planning
Investments
We assist clients in selecting and managing a diversified portfolio of investments that aligns with their investment goals and risk tolerance. Our investment strategies include:
- Portfolio allocation
- Security selection
- Regular monitoring and review
Insurance Benefits
We provide guidance on obtaining appropriate insurance coverage to protect against potential financial risks, such as:
- Life insurance
- Health insurance
- Auto insurance
- Property insurance
Who We Can Help
We work with clients from various backgrounds and financial situations, including:
- Business owners
- Professionals
- Families
- Retirees
Business Stages
We understand the unique financial challenges at different stages of a business's life cycle, and we provide tailored guidance on:
- Business formation and growth
- Succession planning
- Tax optimization
Life Stages
We guide clients through life events, such as:
- Starting out
- Building a family
- Approaching retirement
- Retirement
Our Approach
At MGM Financial Group, we take a collaborative and personalized approach to financial planning. We listen attentively to our clients' needs, goals, and concerns. We work with them to develop and implement customized plans that are tailored to their individual circumstances.
Overall Impression
The reviews from Trevor Rurak, Alison Rudover, and Lauren McDonald all have a unanimous positive tone, praising MGM Financial and its representatives. The reviewers highlight the company's professionalism, responsiveness, and ability to explain complex financial concepts in a clear and understandable manner.
Representative Reviews
Trevor Rurak's review highlights Steve Kanjer's exceptional service, stating that he is "responsive, thorough and breaks it down so even someone like me can understand". Alison Rudover praises Mike for being "amazing in coming up with a plan and explaining everything along the way". Lauren McDonald simply states that MGM Financial has been "great all around", noting their professionalism, knowledge, and ability to manage financial affairs.
Common Themes
All three reviewers stress the importance of finding a financial adviser who genuinely has their client's best interests at heart. They also appreciate the attention to detail and ability to explain complex financial concepts in a clear and understandable manner.
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