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Trademark Wealth Management

Trademark Wealth Management

Financial ServicesFlag of CAParksville, British Columbia, Canada1-10 Employees

Company overview

Headquarters#6 - 160 Corfield St. S. Box 309, Parksville, BC V9P2G5, CA
Website
NAICS52
Keywords
Risk Management, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Portfolio Analysis
Founded2019
Employees1-10

Key Contact at Trademark Wealth Management

Flag of CA

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.

FormatExamplePercentage
{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.

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Trademark Wealth Management revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Trademark Wealth Management has never raised funding before.

Frequently asked questions

Trademark Wealth Management is located in Parksville, British Columbia, CA.
Trademark Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Trademark Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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