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
Passion, dedication and commitment define Davis Zhang’s illustrious financial career. With experience dating back to 2005, he became a registered Dealing Representative of Exempt Market Dealer at Pinnacle Wealth Brokers in 2011 and an independent life insurance broker.
Zhang’s journey began as a chemical engineer in China and led to the prestigious title of Professional Engineer (P. Eng.) in Alberta, Canada. He has successfully managed diverse projects across Asia, Europe and North America, focusing on feasibility study, risk assessment and economic analysis. Inspired by his own prosperous real estate investment, he embarked on his investment career in Canada in 2005.
Zhang specializes in private sector investments and offers alternative solutions to clients seeking portfolio diversification and wealth accumulation. Recognizing the significance of financial literacy, he believes it is the cornerstone of achieving financial freedom and healthy financial goals for individuals, families and businesses. To this end, he generously imparts free education on wealth generation, estate planning, tax-free retirement income and tax-free capital dividend accounts for SMEs. By sharing his personal investment experiences, as well as insights into risk versus reward in capital investment, securities structure, due diligence processes, market study and current opportunities, Zhang empowers his clients to make informed decisions.
Driven by passion, dedication and commitment, he stands as a trusted advisor equipped with a diverse background in engineering and finance. His unique perspective enables him to deliver exceptional results, assisting clients in navigating the complex realm of investments and financial planning.
1200 W. 73rd Ave., Vancouver, BC
(778) 986 1918
davis.zhang@pinnaclewealth.ca
ca.linkedin.com/in/davis-zhang-张文博-13b75053
pinnaclewealth.ca
Wenbo (Davis) Zhang
Exempt Market Dealing Representative
Pinnacle Wealth Brokers
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Milestones
“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
2007
2011
2015
2016
2022
P. Eng. designation from APEGGA
2007
Exempt Market Dealing Representative at Pinnacle Wealth Brokers
2011
The CFA Society Toronto Outstanding Advisor Alternative Investment Award from Wealth Professional Canada
2015
The Sprott Asset Management Award for Best Advisor – Alternative Solutions from Wealth Professional Canada
2016
Independent Life Insurance Broker
2022
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.”