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Mark Hougen
Traci Meades
Maria Savino-Woroniuk
Clark Sutter

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1

Testimonials 3

What clients are saying about Mark and the Hougen Wealth Management Team

My wife and I retired this summer and were extremely excited to do so. At first we were hesitant to resign from our jobs, but after assurance from Mark and his team that we are on track with our financial plan, we both had the confidence to submit our resignations.  We are now happily retired and have just completed an amazing trip to China that we enjoyed greatly. Thanks to Mark and his team for all their help, advice and planning to make our retirement possible. We couldn't have done it without them. (Oct 2018)
Steve and Maureen Orton, Retired, Airdrie, AB

In our meetings, I am impressed and appreciative of the proactive thinking and recommendations Mark and his team make regarding my family’s financial plan. They demonstrated a true understanding of our circumstances and anticipated my concerns when they recommended solutions. I appreciate the tenacious way that Mark and his team encourages me to stick with the savings plan. I am confident that he has my best interests at heart. (Oct 2018)
Robert Engelen, PMP, Calgary, AB

Throughout the 10 years that we have been clients of the Hougen Wealth Management Team, Mark has consistently demonstrated his strong personal drive to grow professionally and increase his knowledge for the benefit his clients. Mark and his team are constantly refining their processes to grow and change with the needs of their clients. He is very personable and sincere, and we appreciate his ability to clearly explain our portfolio to us. Mark is very patience by making us feel comfortable asking as many questions as we need to gain a full understanding. Even though Mark isn’t near retirement age, he is still able to anticipate and understand our needs as recent retirees. (Oct 2018)
Brent & Sheila Gordon, Retired, High River, AB

In the nearly twenty years that I have known Mark through my association with the Calgary offices of BMO Nesbitt Burns, I would have to say that he has been extremely informative, reliable and trustworthy. As my business has grown, I have had full confidence in Mark’s expert advice and guidance, and have felt comfortable knowing that my investments and overall long-term planning goals are being taken care of. In this often volatile world, it’s nice to know that you can have that peace of mind and steadfast careful direction which Mark certainly brings to the table. (Oct 2018)
Rich Eichler, Real Estate Consultant, Calgary, AB

Mark and his team are always accessible, approachable and extremely knowledgeable. He talks to me about my investment options in layman’s terms, always explaining the changes that he wants to make, what the benefits are, and what the cost is to me. Mark has helped me build up from a small portfolio, watching the tax consequences, and helping me reach my retirement goals. I truly appreciate the proactive nature of the team. (Oct 2018)
Laurel Bell, Mortgage Specialist, Calgary, AB

We are very happy with the excellent service and special relationship provided to us by Mark and his team. They are nice and friendly and we really appreciate how easy they are to talk to. We have great security and confidence knowing that Mark is handling our retirement. The regular communication from the team is much appreciated and we would highly recommend their services. (Oct 2018)
Bert and Erika Klos, Retired, Langley, BC

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Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.