


Trademark Wealth Management
Financial Services • Parksville, British Columbia, Canada • 1-10 Employees
Company overview
| Headquarters | #6 - 160 Corfield St. S. Box 309, Parksville, BC V9P2G5, CA |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Portfolio Analysis |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Trademark Wealth Management
Ron Hickey
Financial Advisor, Director
Trademark Wealth Management Email Formats
Trademark Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@trademarkwealth.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trademarkwealth.ca | 100% |
About Trademark Wealth Management
We are a locally owned, independent wealth management firm. For us, independence means that we have no “production quotas” and are not restricted to only recommending in-house investments and insurance solutions. Because we have no managers and sales targets, we can shop the global market for solutions that places your best interest ahead of all others.
Trademark Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Trademark Wealth Management has never raised funding before.
Frequently asked questions
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