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
A career in wealth management was always Evan Inglis’s chosen path. From personal experience, he came to understand the profound impact that financial planning can have on the lives of Canadian families.
His motivation as an Executive Financial Consultant remains the same as it was when his career began: to deliver where the financial services industry too often falls short for its clients, by offering truly full-service financial planning – planning that is goal-based and values-driven – for those clients who entrust Inglis and his team with their financial well-being.
Inglis’s commitment is one of superior financial planning, backed by an incredible team that he’s privileged to lead, world-renowned experts in finance, and the most advanced suite of software and technology available to Canadians today. Too often, Canadian families are left without a clear sense of direction, a clear path to their goals, and Inglis’s singular mission is to prompt those families to demand more of their financial professionals.
In service to a select group of affluent families, Inglis and his team foster and preserve incredibly close relationships with all clients. Transparent communication, frequent connection, immense value, and holistic planning that Canadians truly deserve are the drivers of his continued success.
900-225 6th Avenue SW, Calgary AB, T2P 1N2
403 869 6736
evan.inglis@ig.ca
linkedin.com/in/evaninglis
advisor.investorsgroup.com/en/evan_inglis#about
Evan Inglis
Executive Financial Consultant
IG Wealth Management
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Bio
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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
2010
2013–2016
2018
2023
2020-present
Attained his Certified Financial Planner designation
2010
2013: Appointed as a division manager in addition to running a thriving financial planning practice
2014, 2015, and 2016: Ted Oscar Peterson award winner and recognized in the top 1% of division managers at IG Wealth Management
2013–
2016
After successfully training and mentoring over 40 advisory practices and being recognized as one of the top division managers in Canada, he shifted back to a sole focus on client advisory
2018
Continues to lead a refined and selective high-net-worth client practice focusing on full-service, holistic financial planning
Consistently recognized as a leader within IG Wealth Management in terms of high-quality financial plan delivery for all clients
2023
2020: Director of operations, Volusia Flagler Business Report, Women in Business Honoree
2021: Daytona Beach News Journal, 40 Under Forty Honoree
2022: FRP President's Club Leadership Award, Crime Stoppers of Northeast Florida - Volunteer Award
2023: Vice President of Agency Operations
2020-
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.”