Mark Hua · Calgary, Alberta

Invest with purpose. Plan with clarity.

Investment advice and financial planning,
working together around what matters to you.

Book an appointment Get to know Mark

Find your starting point

Investment Advisory

Disciplined portfolio construction to help you reach your goals.

Financial Planning

A comprehensive plan for every stage of life.

Transparent Guidance

An independent advisor, with clear guidance built around your needs.

A Client-First Approach

Your goals. Our priority.

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Meet Mark Hua

Approachable advice.
A lasting relationship.

Mark helps professionals, retirees and business owners make sense of their financial choices, with straightforward explanations and a relationship built on understanding your needs.

About Mark Discover our process

A clearer path to what’s next.

Investment advice and financial planning designed around your goals. Through disciplined investing, comprehensive planning and transparent communication, we help you make informed decisions through every stage of life.

See how your plan comes together

Investments with purpose.
Planning for your life.

Two connected perspectives.
Explore how each can support your goals.

Investment advisory

Disciplined investing built around your financial plan.

Portfolio construction, investment selection and ongoing review.

View investment services Book an appointment

Financial planning

A comprehensive plan for every stage of life.

Retirement, tax-aware planning and estate priorities, viewed together.

View planning services Book an appointment

What matters
to you next?

Choose a starting point.
See the questions we can explore together.

Built around your goals.

Purpose, balance and a long-term perspective.

Make your investments part of a bigger plan.

Begin with what you want your money to do. Then consider how your investments fit your goals, your timeline and your comfort with risk.

Are my investments on track for my goals?
How can I balance growth and stability in my portfolio?
How much uncertainty am I comfortable with?

Explore investment advisory

Your next chapter, considered.

Your lifestyle. Your timeline. Your possibilities.

Turn your next chapter into a plan.

Retirement looks different for everyone. Bring your ideas for the life ahead, and start a conversation about the resources and decisions that support it.

When can I retire?
How much can I spend each month in retirement?
Do I have enough money to retire?
What can I do if I want to retire earlier?

Explore financial planning

What matters, carried forward.

The people and causes you care about.

Make room for what matters beyond you.

Think about the people and causes that matter to you. Consider how your estate priorities fit with your wider financial plan and the professionals who help you.