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
Jonathan Rathwell is an experienced financial professional and team member of family-run Rathwell Financial, located in Red Deer, Calgary.
He pursued a career in finance and joined the firm, whose motto is “family helping families,” after being inspired by its founder and his father John, a highly experienced and decorated professional.
“Hands down, having my father as my mentor and role model has enabled me to make such a bright start to my career. Having him beside me has made me want to emulate him as much as possible.”
Rathwell has built a sterling reputation in his own right, due to his key attributes:
• being a people person
• interpersonal skills
• effective communication
• emotional intelligence and empathy
• problem-solving work ethic
He has also flourished due to the firm’s ability to be independent and operate under their own direction.
“We have a model portfolio that we have been running since 2016. So, I can proudly say that it’s ours and ours alone. That’s compared to most banks and brokerage firms where they are told what they can offer to their clients and are really handcuffed because of it.”
Despite being relatively new to the sector, Rathwell is professionally accomplished and has the following designations:
• FPSC Level 1
• RRC
• PFP®
• CIM®
In addition, Rathwell prides himself of being able to connect and understand what clients require.
“I found out early in my career, sometimes the most powerful thing we can do is just listen to our clients. Hear what bothers them, what concerns them and what dreams or aspirations they have for life. I then implement a plan and strategy to address all of those.”
Being named as one of Wealth Professional’s Top 40 Under 40 Rising Stars in 2023 has shone a light on the bright start to Rathwell’s career. However, he does concede that being a relative newcomer can be a challenge which he has seized upon.
“I learn as much as I can and never shy away from an opportunity to study investing strategies and techniques. I am always considering and thinking when is best to utilize them and how to provide clients with the best bang for their buck.”
Another of Rathwell’s strong points is his ability to access and analyse investment firms throughout the industry. This allows him to devise a bespoke plan for each client.
He adds, “I am able to combine everyone’s research and then come up with my own macro/outlook thesis. By doing so, I can determine the march of the band.”
Committed to continue developing, Rathwell is set to emulate his father over the coming decades. He is focused on doing so by remaining true to the principles that have been handed down.
“We are independent, so we have access to the majority of everyone’s offerings. That’s why I will always strive to offer nothing but the best to my clients.”
#101 - 524 Laura Avenue, Red Deer, Alberta, Canada, T4E 0A5
403 342 6882
jonathan.rathwell@raymondjames.ca
linkedin.com/in/jonathan-rathwell-fpsc-level-1-rrc-pfp
raymondjames.ca/rathwellfinancial
Jonathan Rathwell
Associate Financial Advisor
Rathwell Financial at Raymond James
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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
2012–2021
2014–2021
2021–present
2016
2022
Insurance Advisor at
HollisWealth Insurance Agency
2012–
2021
Associate Investment Advisor at
HollisWealth, a division of Industrial Alliance Securities
2014–
2021
Associate Investment Advisor at
Raymond James
2021–
present
Became insurance licensed through FSRA: Life Insurance and A&S Insurance Agent
2016
Obtained Associate Portfolio Manager licensing requirements
Completed IIROC courses: CSC, CPH, WME, IATP, AIS, PMT, AIS
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.”