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
With over 16 years of specialized experience in capital markets, Chris Kerlow has expanded his portfolio to include philanthropic initiatives and venture capital projects. He previously co-founded a mutual fund and ETF venture, overseeing its growth to $1 billion in assets before its acquisition.
As the dedicated portfolio manager for Team LWC, Kerlow applies a comprehensive, process-driven, team-based approach to wealth management for an exclusive clientele of qualified families. His expertise lies in meticulously managing high-net-worth portfolios and guiding business owners through crucial transitions or sales of their enterprises.
Kerlow’s investment strategy is balanced between public and private markets. He prioritizes not only financial growth but also positive global impact, focusing on companies that offer both economic and societal value.
In addition to helping start a billion-dollar asset management company that was bought out, Kerlow is a regular guest on popular media outlets such as BNN Bloomberg, FOX Business News, and others.
1267 Cornwall Road, Suite 200, Oakville, Ontario, L6J 7T5
1 647 990 7046
ckerlow@cgf.com
ca.linkedin.com/in/chris-kerlow-cfa-664b0b26
teamlwc.com/making-sense-of-the-markets
Chris Kerlow
Senior Portfolio Manager
CG Wealth Management
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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
2008
2012-2013
2015
2021
2022
Started his career with Scotia Global Asset Management
2008
2012: Became a CFA charterholder
2013: Moved to Richardson GMP as an analyst, eventually becoming a portfolio manager and an advisor for the Richardson family office
2012-2013
Helped launch funds with Purpose Investments
2015
His business had grown to roughly $1 billion in assets and was sold to Purpose Investments
Lecturer in the Master’s of Finance program at Lazaridis School of Business and Economics, Wilfrid Laurier University
2021
Joined the CG Wealth Management team
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.”