Profile
“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”
Ken Dixon,
Dixon Insurance Services
Scott Starratt is senior portfolio manager at Starratt Wealth Management, a full-service investment team proudly operating under the banner of CG Wealth Management. At Starratt Wealth Management, a number of long-term financial professionals work to ensure that expert advice is given to successful families as they move through life’s transitions.
Starratt leads the team that currently consists of Jim, Angela and Hangyi. Starratt also performs astute due diligence, manages portfolios, and selects top-tier alternative and hedged investments for clients’ downside protection. He gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet; he considers each manager’s ethics, track record, and integrity under pressure.
Starratt is a Certified Financial Planner, Chartered Investment Manager, and Family Enterprise Advisor. He graduated with a Bachelor of Commerce degree from the University of Alberta in 1993, majoring in finance, game theory and chemistry, and draws on more than 30 years of experience in the financial services industry.
As Starratt Wealth Management grows, it continues to look for seasoned professionals to join the team.
2400, 520 3 Ave. SW, Calgary, AB, T2P0R3
403 508 3844
sstarratt@cgf.com
linkedin.com/in/scott-starratt
StarrattWealth.com
Scott Starratt
Senior Portfolio Manager
CG Wealth Management
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“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”
Ken Dixon,
Dixon Insurance Services
1994–2006
2006–2020
2020–present
2021
2021–present
First Vice President at CIBC Wood Gundy
1994–
2006
Director, Wealth Management at Richardson Financial
2006–
2020
Senior Portfolio Manager at CG Wealth Management
2020–
present
National Insurance Manager at Harbourfront Estate Planning Services
2021
2021: Obtained MBA degree
Wealth Professional nominee for Excellence in Philanthropy and Community Service in [years]
Wealth Professional 5-Star Advisor nominee in [year]
2021–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
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
Aug 2022
Milestones
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.”