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
For over 15 years, David Poliquin has been actively involved in market and personal finances, along with all their related tax aspects. Since the beginning of his career, he has been passionate in the field and is determined to make a difference in people’s lives by using his creativity and drive to find new and optimal solutions for each client. Poliquin is proud of the team that has been put together over the past decade.
“We have attracted exceptionally qualified, dedicated, and hardworking people set out to do what is most beneficial for the client and helping them reach their objectives,” he says.
BGY, Gestion de portefeuille has the resources of a large firm and the agility of a small team. The proximity with clients, the team’s values, the research and software development, along with numerous tools from iA Private Wealth, contribute to the company’s success. Its ambition is to assist its clients with their financial decisions and provide effective and tailored investment solutions.
Today, the team’s challenge is to move a step further in developing unique, refined, and value-added strategies formulated for its growing volume of high- and ultra-high net-worth clients.
2065 rue Frank-Carrel, Quebec
1 877 682 5853 ext. 303
dpoliquin@bgy.ca
ca.linkedin.com/company/bgy-services-financiers-integres-inc
bgy.ca
David Poliquin
Portfolio Manager
BGY, Gestion de portefeuille
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
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
2005-2008
2005-2009
2009–2014
2014
2016–present
Studied finance at Laval University
2005-2008
Customer service agent at Disnat, Desjardins Securities
2005-2009
Investment advisor at BGY, Gestion de portefeuille
2009–
2014
Partner at BGY, Gestion de portefeuille
2014
Portfolio Manager at BGY, Gestion de portefeuille
2022: 1st place, Top 50 Advisors, Wealth Professional
2022: 21st place, Canada’s Top Wealth Advisors, SHOOK Research and The Globe and Mail
2016–
present
Milestones
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.”