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.
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.
Kevin Lauer, BSc, PFP®
Associate Advisor
Karen Sinkinson-Hoy
Administrative Assistant
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 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.
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.