https://www.trademarkwealth.ca/home daily 1.0 2024-10-30 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1579403128254-W70G2IKO1DNR6FKDPMOM/Navigation2.jpg Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1579584740727-6J9WHZL0NOAEV6YN670G/banner+%402x.png Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1580276106657-H53ISCKD1YAYM70KE9DF/blue+background%402x.png Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578421049008-R5LWT4FWCYYMYAT0N5S9/Wealth+Mangement+in+Parksville Financial Planning Parksville Wealth Management in Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578421061398-LMSALFF9J74PNAPUAGBU/Insurance+Planning+in+Parksville Financial Planning Parksville Insurance Planning in Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578421077567-8AZVPVDOEUW51MIED2GN/Financial+Planning+in+Parksville Financial Planning Parksville Financial Planning in Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578421088724-KY07NB0NI1LI7BWF23BS/Estate+Planning+in+Parksville Financial Planning Parksville Estate Planning in Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1618341550096-OQNKV4E1CQ141XLOKOWR/Untitled.png Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582263018931-6MZNETA7T1WUZ3DUUSK1/puzzle-pieces.jpg Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1580276360935-3DUXUV9QC0T1YUDIRGWH/icon%402x.png Financial Planning Parksville https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1625691156751-YFY4H61RQWH7ULSU7ATU/Investia_ANG-V-RGB.png Financial Planning Parksville https://www.trademarkwealth.ca/services daily 0.75 2022-10-25 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1579585334932-O8TV0TNCAG9OOBZGRCIH/orange+bg%402x.png Services https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582265728124-GTRJR8SNQL8XW7QWWOBN/services+banner%402x.png Services https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582266043958-47WRISS0GCQZSS8PUDSE/Wealth+Management Services - Wealth Management Do you define wealth as a numerical figure, is it a lifetime of memories, or is it simply a safety net? To us, wealth encompasses all this and more. Let us worry about growing your nest egg. Hire us to free up your precious time for friends and family. We can help you sleep at night. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582266262435-CT6OY9OOITK873UPBGWO/Financial+Planning Services - Financial Planning Think about the last time that you planned a road trip. Did Google map out every pothole, stop sign and cross-walk? Probably not, but we are almost certain that you still arrived at your destination. Financial planning is no different - there will be market turmoil and other unexpected events. We will guide you to your next financial destination. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582266416794-W7Y2HC97OSVUQ2WXY93H/Insurance+Planning Services - Insurance Planning There are many scenarios that can derail a financial plan. Risk management is part of that plan to make sure you are prepared for these eventualities. Growing your wealth is important and protecting it from unforeseen circumstances even more so. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582266529030-OSOD2919IXRXCAJ1R31E/Estate+Planning Services - Estate Planning Building an estate plan is the important final step in your financial journey. A well crafted estate plan will ensure that your estate passes as efficiently as possible to your spouse or the next generation. This plan will guarantee that your legal structure is in place and all your assets are correctly structured to make the transition. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1615484438223-4OZ6H9U5QIFLPQ3DTK1F/mortgages.png Services - Lending If you’re earning interest, then let us help you collect the most on your deposits. However, if you’re paying interest, then why not pay as little as possible. Did you know that the banks keep the difference between what they’re giving depositors and what they’re collecting from borrowers? Ask Ron Hickey about how we make the banks compete for your business. Ready to get started? Fill out our online application today. https://www.trademarkwealth.ca/about daily 0.75 2021-03-10 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582263647609-ZGA4MMIO4TR9PB6KDGKY/about-banner%402x.png About Us https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582264317368-D3YU961DC9P3PMKXC8YL/OnPoint+Wealth+Management+in+Parksville About Us - What Makes Us Trademark? Our philosophy is very simple “Clients come first”. Strangely enough, our philosophy happens to also be our marketing strategy. As it turns out, when we do well by our clients they tend to tell their friends and family. Over 95% of our new business is referred to us by existing clients. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582264622310-VI96XA38L6SZTH9RQVKS/Financial+Advice+in+Parksville About Us - Independent Financial Advice We are a locally owned, independent wealth management firm. For us, independence means that we can shop across institutions that places your best interest ahead of all others. We have no production quotas, managers or sale targets and are not restricted to only recommending in-house investment, insurance and lending solutions. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582264903950-7NS73CLHP3G39RJN61VR/About+Us+-+Process1+%281%29.jpeg About Us - Are we the right firm for you? https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582264993595-XGMEGV7EWUJT5632ZJNV/About+Us+-+Image3.jpeg About Us - Will you commit to professional advice? https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582265048679-OQCLRXVH3Y07Z3FZ9HJJ/About+Us+-+Image4.jpeg About Us - Are you still on track? https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582265106959-8WS4HHI8S3FCKYSIKZR4/About+Us+-+Process2.jpeg About Us - Revisiting your goals https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578431701986-50KEU65VEGARSRHFP4KP/blue+background%402x.png About Us - Fee-based Asset Management We are a fee-for-service firm. Our fees are paid directly by you, the client, and not from our investment partners. That said, our compensation is completely transparent, disclosed in advance and the same regardless of which investment managers we hire. Better yet, it costs you nothing to move your assets to our firm. Since we are fee-for-service, your hard earned money will never be locked up in an investment with hefty redemption fees. Instead, the solutions that we recommend are always liquid. https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1578431721267-82CCPG6EYT5Y7HBYVYKL/blue+background%402x.png About Us - Ethics Trademark Wealth Management will never accept any incentives from our investment partners. It only seems fair that if we want to attend a hockey game or a concert that the cost of the tickets should be our tab. We are not comfortable accepting incentives from our investment partners as this increases fees which ultimately places these costs on your tab. T-shirts, pens and other swag are for souvenir shops. We believe that accepting such incentives constitutes a blatant conflict of interest. https://www.trademarkwealth.ca/team daily 0.75 2026-03-20 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1584482245544-OP698G7I5H6V9MZA113N/team+banner%402x.png Team https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/c4c89378-647f-4684-8591-bc96e9a65fc3/Stewart2.png Team - Stuart Kirk, CIM® Financial Advisor https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/dc7df565-7655-4ab9-b24d-bf7ac125ab2b/Ron.png Team - Ron Hickey, CFA, CFP® Financial Advisor https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/8ee3e3ed-e81b-4596-b62e-12adfd8244c7/Jackie.png Team - Jackie Hickey, CPA, CA, CFP® Financial Planner https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/c6cd5a0c-6e5c-42a5-98b7-1313314bf559/Kevin+Lauer.png Team - Kevin Lauer, BSc, PFP® Associate Advisor https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/eae72038-f3a2-41bf-988f-57b25c61549e/Karen+-+Website%2C+Team.png Team - Karen Sinkinson-Hoy Administrative Assistant https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/32d32844-04d5-4046-b962-a81dc547c7d5/Louise2.png Team - Louise Kirk Client Service Manager https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1618339115618-B7H1XPC87RJ9TV95BF53/portrait.png Team - We’re Growing Email us at info@trademarkwealth.ca https://www.trademarkwealth.ca/news daily 0.75 2022-06-13 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/1582268194422-ZQWVDZMOE391DVZ1F2QS/news+banner%402x.png News https://www.trademarkwealth.ca/blog daily 0.75 2020-12-09 https://www.trademarkwealth.ca/blog/greenblue monthly 0.5 2022-07-20 https://images.squarespace-cdn.com/content/v1/5d562b0deb1cbc0001b1b83e/614803bb-959c-4336-a167-02c8cd1f989a/AdobeStock_138832611.jpeg BLOG - Green or Blue? 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