Trademark Wealth Management - Parksville, British Columbia

Myrna R.

Stuart has been my financial advisor for several years. He is professional, patient, and very knowledgeable. Always available to chat and clarify issues I am unfamiliar with, gives great financial advice. Stuart certainly looks after his clients best interests and always goes above and beyond. Both my mom and I have been very pleased with Stuart and his staff at Trademark Wealth. I highly recommend Trademark Wealth. Honesty and integrity are at the forefront of their operation.

Ken A. C. F.

We are MOST impressed with Ron Hickey at Trademark Wealth Management. Ron is extremely qualified, honest, an amazing listener, very personable and easy to communicate with. We always leave his office having had the current market well explained and feeling very confident that our portfolio is exceptionally well managed. We have recommended Ron to others, resulting in his client base growing.

Dan J.

We started working with Ron Hickey, 4 years ago. Prior to our meeting we had no experience with financial planning. Ron has unparalleled service, is extremely prompt in response times and is extremely helpful! He has not only grown our portfolio, but has kept us up to date and current on market conditions and strategies. I would highly recommend Ron and his team for all your financial planner needs.

Jaime

I've spoken with other financial advisors in the past who left me feeling rushed and overwhelmed. Then I found Ron Hickey, and after our first consultation I knew I was in good hands. Ron is very professional, yet personable and his patience and ability to translate his vast knowledge and expertise into a language I can understand is a game changer for me. He has given me valuable advice, tailored to my lifestyle and my needs and his guidance has been remarkably thorough. Now I feel as though I have some solid direction moving forward and I'm excited to work with Ron and watch my investments grow!

Pam D.

We have been with Stuart and his team for over 10 years and have the utmost confidence and trust in them. They have advised us over the years in different aspects of our portfolio and although we are low risk we have enjoyed a significant increase. On our bi annual visits we are given a thorough visual breakdown of the current numbers comparing them to previous years and options for the future.

On another note, our daughter bought her first home this year and I asked Stuart to give her some feedback on payment, savings and rates etc. He came back and suggested we move her to a younger member of his team who possibly had more in common and could stay with her in the future. Brilliant idea and now I feel her financial future is more secure.

The honesty, intergrity and transparency of the company as well as the prompt service we have enjoyed over the years will keep us here to stay.

Liz O.

Ron Hickey has made my transition to his firm flawless and simple. Every detail is explained clearly with follow up to any questions done in a very timely manner. The same can be said for Jackie Hickey with regards to any day to day questions and paperwork required.
Retirement planning is important at this time in my life and Ron is very professional, explaining his recommended plan/strategy clearly. Trust and confidence in a financial planner is essential and I am comfortable knowing I can rely on continued professional and personal guidance along the way.
Highly recommended 😊

Ysmael C.

Working with Ron and the firm has been a great experience. Our family was in need of a financial planner and Trademark Wealth Management came highly recommended. The whole experience has been wonderful and have definitely made my partner and I feel comfortable and well taken care of.

Sonya R.

Our mortgage was up in Nov this year for renewal and in May I started to panic as I watched the interest rates start to climb. I contacted Rhonda at Trademark Wealth Management and she secured our family an amazing interest rate. The best part about this process for us was the ability to do all the prep work from home, never once having to make an appointment or go to an office. Let’s be real we don’t have time for that in this world !Rhonda kept in touch daily to let us know where we were in the process and answered all my ridiculous questions! It all felt seamless and professional. I have never used a broker before and was a little nervous but so happy we chose this route. Such a great mortgage experience!