“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Dixon Insurance Services
Martin Cloutier grew up wanting to do what his dad did: help people reach their financial goals. As a second-generation Certified Financial Planner, Cloutier has the same goal until today. In his role as senior investment advisor at Prestige Private Wealth with Harbourfront Wealth Management, he offers financial planning expertise to benefit his clients. He joined Harbourfront as a top-performing advisor seeking the best solutions for them.
A leading independent firm in Canada, Harbourfront helps make private securities more accessible and retail-friendly. Previously, Cloutier had been dissatisfied with the cookie-cutter solutions promoted by some of the big financial firms. As a trustworthy 5-Star Advisor with a high degree of integrity, Cloutier wanted to offer his clients new opportunities for investment growth, firmly believing it’s not enough to provide unbiased advice; rather, it’s a fiduciary duty.
“Wealth management is about more than money. It’s about what it allows our clients to achieve and how it makes them feel,” says Cloutier. “It’s like a road trip – clients don’t usually want to know exactly how the car is made nor how the roads are constructed. They want to enjoy the ride and what’s waiting for them when they arrive.”
That’s why Prestige Private Wealth uses financial plans as a roadmap, enabling Canadians to make the best of today while planning for tomorrow. While Prestige’s slogan, “Money Made Easy,” refers to generating investment profit, it’s also about making the process easy to understand.
“A simple and easy-to-understand financial plan provides peace of mind for clients and allows them to live their best life,” he says.
For Cloutier, his best life means having a strong marriage for 25 years; four wonderful children; an enthusiastic puppy; and plenty of time to enjoy reading, music, camping, and kayaking.
100-900 Harrow Street E, Winnipeg, Manitoba, R3M 3Y7
780 784 0049
Senior Investment Advisor
Prestige Private Wealth, Harbourfront Wealth Management
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Dixon Insurance Services
2004: Executive Financial Consultant at Investors Group Financial Services
2009: Obtained CFP designation
2015: Obtained RRC designation
2016: Obtained IIROC license upon completion of CSC and other related courses
Executive Financial Consultant at Investors Group Securities
Senior Investment Advisor at Harbourfront Wealth Management
2022 WPC 5-Star Advisors in Western Canada
2023 WPC 5-Star Advisors in Western Canada
National Insurance Manager at Harbourfront Estate Planning Services
2021: Obtained MBA degree
Wealth Professional nominee for Excellence in Philanthropy and Community Service in [years]
Wealth Professional 5-Star Advisor nominee in [year]
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Month-on-month market share growth commences
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
How does he distinguish himself among fellow brokers?
“I believe all brokers are working very hard in a difficult market,” he says. “However, I have demonstrated continued growth, advocacy and performance on my client’s behalf, which is now recognised [for 10 consecutive years] in the Elite Broker awards.”
In 1990, Dixon got started with FAI, working in claims and as a team leader. From the late 1990s up until 2003, he worked at FAI and Suncorp in underwriting and as an area manager at VACC, CGU (South East Queensland). From 2003 to 2012, he got into broking and eventually started Dixon Insurance in 2013. Since then, he’s accumulated numerous acccolades, including Elite Broker, Diversity and Equity, and Fast Broker awards.
During the pandemic, Dixon challenged insurers over the Quarantine Act application to insurance wordings. His argument was that the Quarantine Act does not apply as an exclusion, as the Biosecurity Act was invoked by the Morrison Government, and this was not a subsequent amendment to the Quarantine Act. The test case in the Appeals court was won for Dixon’s client with a unanimous five-judge verdict.
He remains focused on transport, manufacturing, motor trade, engineering and large farm clients.
What are his plans for the future?
On a business level, “more of the same. I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes.”
On a personal level, Dixon invests significant time, effort and funds, along with his GT3, to support many charities through his passion for motorsport. From participating in and sponsoring the Thunderbolt Run (which provides tens of thousands of dollars in support for Beyond Blue and Prostate Cancer), to organising and running the Track Knights for Amira charity night where 28 Exotic Supercars raised funds through passenger laps in wet conditions, Dixon states “this is our time to give back to the community and those in need. My friendships and association with those seeking to do the same, allows us to contribute to those less fortunate and raise funds and awareness”.
He adds: “To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need.”