Meet our Financial Team
Dedicated to understanding where you are now and where you want to be.
We’re focused on helping make your dreams for the future become a reality.
Focused, absolutely. Driven, relentless, detailed...all true and so important to helping you reach your goals and live your dreams.
And we're also personable, approachable, caring, easy to work with and actually able to make investing fun and interesting. Believe it! Our clients are like family (but only the good parts of "family").
Let’s face it: your relationship with a good financial advisor should last decades - and maybe span into the next generation. We’re proud to say that we now serve the adult children of many of our clients.
It just makes sense to us to extend the relationship to the sons and daughters; especially when we already know their family, (and in many cases) their portfolio and lifestyle. That usually means we get to play golf together or share a cold, local craft beer on a hot patio. And in a few instances, have attended their wedding.
Did we mention that 97.5% of our business comes from referrals?
At Hougen Wealth Management, we love what we do. And we take our work very seriously. But that doesn’t mean we take ourselves too seriously.
Testimonials
“I asked my kids, who are in their 20s and 30s, to consider investing with my financial advisor because I have a lot of respect for Mark and his team’s ability. I figured if I got my kids involved early - to start thinking about their financial future and what it looks like - he’d do a better of educating them on what really matters than I would be able to do. All three of my children are now with Mark’s team. That’s how much faith I have in Mark and how much trust I have that he’ll take care of my family.”
Luigi Bentrovato, Calgary, AB
“The Hougen Wealth Management Team continues to demonstrate that it is different from other companies we have dealt with in the past, where the service was just focused on the money. Wealth management, accounting practices for our company, managing tax, ensuring we have our Wills and life insurance in place, are all examples of the whole approach Mark and his team bring to us. Thanks Mark, Traci and Maria. We look forward to our continued partnership!”
Terry and Lenka Becker, Owner and President of ESPS Electrical Safety Program Solutions, Calgary, AB
“Throughout the 15 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 of 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 patient, 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.”
Brent & Sheila Gordon, Retired, High River, AB
“Have you ever had the feeling of meeting someone for the first time and knowing you will get along amazingly well right away? That's how I immediately felt with Mark and his team at Hougen Wealth Management. They have successfully guided me through many stressful periods—job and career pivots and changing life circumstances. But I always know they have my best interests and long-term future in mind (which they know because they designed my customized Retirement Plan) when making investment decisions for me. The monthly resources they send to their clients allow us to feel as included or educated as we choose to be. My financial retirement will be well-planned, researched and executed. I can't imagine trusting anyone else with such an essential part of my future.”
Patricia Viscount, CEO and Founder, Patricia Viscount Consulting Ltd., Rocky View County, AB