Stuart Kirk, CIM®
Financial Advisor
Stuart has not only found himself but he found others too. Stuart served for eight years as a volunteer Search & Rescue Technician Team Leader with Arrowsmith Search & Rescue donating his time finding lost and injured people in the BC outdoors. Prior to becoming an advisor in 2009 Stuart spent 10 years with Franklin Templeton as a Vice President in British Columbia. Before that he was a Broker Consultant with Liberty Life in Johannesburg, South Africa. The Kirk family emigrated to Canada in 1998 and are proud to be Canadians. Stuart holds the Chartered Investment Manager (CIM®) designation and has over 30 years experience in the financial services industry.
Ron Hickey, CFA, CFP®
Financial Advisor
Ron is the analytical slice of our pie. He thinks in probabilities, but communicates in simple analogies. He jumped the pond to live in the big city (Vancouver) for a number of years, but is, and always will be, an Islander at heart. No surprise, he was a Research Analyst for one of the largest teams at Raymond James in Canada responsible for hand selecting investments for various portfolios. He prides himself on being a lifelong learner. Ron has a Business Degree (BBA) and holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. In 2017, he and his wife found their way home to Vancouver Island to start a family.
Jackie Hickey, CPA, CA, CFP®
Financial Planner
Leave the details to Jackie. Deep in the weeds, Jackie reads every process, every manual and even every page of the Income Tax Act. But before finding the financial service industry, she was in fashion design – measuring twice, cutting once. At Trademark, Jackie takes the lead on personal income tax return preparation and tax planning for our clients. With her ability to file income taxes, as well as make financial projections as it relates to our client’s financial plans, she is in a unique position to provide comprehensive advice.
Kevin Lauer, BSc, PFP®
Associate Advisor
With over 10 years in financial services, Kevin specializes in retirement, investment, risk, and estate planning. Holding a Bachelor of Science in Mathematics from the University of Alberta, Kevin approaches financial planning like solving a jigsaw puzzle—bringing clarity to complex situations. Originally from the Kootenays, Kevin spent years working in the Canadian Rockies and traveling before settling in Nelson, BC. He and his wife moved to Vancouver Island in 2017, and recently made Parksville their home. Kevin’s client-first approach focuses on building long-term relationships and providing tailored financial solutions. Outside work, he enjoys hiking, kayaking, and camping with his wife and dog.
Karen Sinkinson-Hoy
Administrative Assistant
Karen is a people-focused professional with a contagious positive attitude, always looking for ways to support others and make daily challenges easier to navigate. She is organized, proactive, and loves bringing energy and optimism to everything she does. When Karen is not working, she is enjoying quality time with her family and dog, Bellerina, who keeps everyone smiling.
Louise Kirk
Client Service Manager
Louise is an expert Pickleball player and dog walker. Previously Louise worked at a private school in Vancouver as the Registrar. Louise has built deep relationships with our clients over the years. She too is a foodie and enjoys the odd glass of red Vino. She loves seeing the world and still wants to go to Scandinavia….(take note Stuart).
We’re Growing
Email us at info@trademarkwealth.ca
Some businesses only grow when they’re under staffed and desperately need more help. Instead, we are always on the lookout for talent. The grass is greener on the independent side of the fence. Join us and come work for the clients.