Ron Hickey, CFA, CFP®

Ron is the analytical slice of our pie. He thinks in probabilities, but communicates in simple analogies. If you asked him about Financial Planning, he will talk to you about a road trip. Investment portfolios, well that’s like a bar of soap. The more you play with it, the smaller it gets. 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.

As a young lad, Ron spent his summers out at the lake or on the golf course as a junior member at Glen Gary – renamed to Pheasant Glen. 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. He also prides himself as being a lifelong learner.

Ron has completed the Bachelor of Business Administration (BBA) at Vancouver Island University with a concentration in Finance. Then, he tackled the Chartered Financial Analyst (CFA) designation - one of the most challenging and globally recognized programs in the industry - while at the same time, became a Certified Financial Planner (CFP®). Since relocating from Vancouver back to Vancouver Island in 2017 he’s been working towards the Chartered Life Underwriter (CLU).

Ron co-founded Trademark Wealth Management in 2019 and is proud to be rid of sales targets and managers. He can’t carry a melody, he can hardly draw a stickman and definitely can’t fill a cavity. But what he can do, is provide unbiased advice to his clients and allocate their hard-earned money to investment strategies to achieve their financial goals. By design, he is invested alongside his clients – “I eat my own cooking so to speak”.

Outside of the office, Ron can be found on the golf course or with his wife chasing around their two little kiddos.