 |
Mark Hougen, BBA, FMA, PM, FCSI®
Vice President, Senior Investment Advisor, Portfolio Manager
Tel: 403-260-9148
Email: mark.hougen@nbpcd.com
 Connect with me on LinkedIn
After successfully running and then selling a sporting goods store in Abbotsford, B.C., Mark moved to Calgary and started with BMO Nesbitt Burns. Over the years, Mark has refined his team's unique process and proven systems which allows the team to offer proactive and time efficient investment advice. He provides perspective and tenacious follow through when coordinating client's financial affairs. Mark is a Portfolio Manager which allows him to manage money for clients on a discretionary basis for clients in Canada and the USA. He is also a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
Mark is a surprisingly fast half marathoner, an avid traveller, a U2 fan, and an ever improving, still inconsistent golfer.
|
 |
Traci Meades, CA, CPA, CFP®
Wealth Associate and Financial Planner
Tel: 403-260-9353
Email: traci.meades@nbpcd.com
Connect with me on LinkedIn
Traci is a Chartered Accountant and a CERTIFIED FINANCIAL PLANNER® professional with experience in financial planning, cash flow modeling, and detailed tax and estate analysis. Her role on the team is to provide detailed retirement and estate planning, retirement cash-flow projections, tax-efficient redemption strategies and goals-based reporting.
Traci is a former world champion synchronized swimmer and Boston marathon qualifier. She enjoys spending her summers on the golf course trying to beat Mark.
|
|
Clark Sutter, B.Comm, CIM®
Investment Advisor
Tel: 403-260-9121
Email: clark.sutter@nbpcd.com
Connect with me on LinkedIn
Clark builds customized Investment Management and Financial Planning solutions specifically tailored to the unique needs of each client and their family. As your dedicated partner, Clark will devote time and energy to fully understand your financial situation, life goals and risk tolerance when creating a wealth management strategy that is right for you. Clark believes that a team based approach is the best way to manage wealth and achieve your goals.
Clark enjoys hiking and playing volleyball, baseball and tennis – and uses his height to dominate the beach volleyball courts. He loves to travel and recently visited the Nicoya Peninsula in Costa Rica.
|
|
Maria Savino-Woroniuk, CFP®
Client Administrative Support, Scheduling, Transfers, Deposits, Online Access
Tel: 403-260-9315
Fax: 403-260-9379
Toll Free: 1-800-465-9404
Email: maria.savinoworoniuk@nbpcd.com
Maria’s strong organizational skills and experience has equipped her to provide
thorough and extensive service in all administrative matters in her role on the
team such as deposits and withdrawals, transfers, RRSP contributions, client
information updates, tax information, scheduling appointments and
account maintenance.
Maria enjoys volunteering with several organizations, running on weekdays
and cooking Italian dishes for her husband Wayne and friends. |
| |
|
