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
Alynn Godfroy started out in 2003 at Clarica (now Sun Life Financial), focusing on life insurance before learning to take and deliver a more holistic approach to financial planning.
Twenty years later, she’s now the president of Godfroy Financial; a two-time Top Financial Advisor in Windsor, Ontario; and one of WPC’s Top 50 Leading Women in Wealth.
“I have been told numerous times by female clients that they feel so much more comfortable confiding in me because I am a woman,” explains Godfroy. “I just met with a woman that was recently widowed and she said that I listened more to her in one hour than her previous advisor did in 10 years. I find that when you can relate to people on a more emotional level, you can really help them to develop a more comprehensive plan.”
She lives and breathes finance and aims to help all prospects.
“I talk to everyone I know about money,” she says. “I feel that having open discussions about money makes people more aware of their options. I always say, ‘You don’t know what you don’t know,’ and the more I can educate clients, prospects, friends, and family to make better decisions about their money, the more empowered they will be.
“My biggest challenge is getting in front of people when they first retire to have them decumulate their assets sooner rather than later. We prepare about 1,000 tax returns at my office each year, and I have seen some ugly final tax returns where someone has a large sum of registered money that we have to claim on a final tax return. I try to turn these tax preparation customers into financial planning clients so that I can show them strategies to decumulate their investments and not leave such a large tax liability to their families.”
Over the past year, her outreach has included hosting free educational seminars at local libraries for people nearing retirement age.
“I have been told by attendees that they have learned more in a one-hour seminar with me than they have in the previous five years with their current advisor,” says Godfroy. “This has prompted these attendees to take my advice and work with me.”
In addition, she has distinguished herself through writing two books on financial planning.
1304 Lauzon Road, Windsor, ON N8S 3N1
519 258 1995
alynn@godfroyfinancial.com
linkedin.com/company/godfroyfinancial
godfroyfinancialgroup.com
Alynn Godfroy
Financial Advisor
Godfroy Financial Group
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“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
2003–2007
2007–2015
2015–present
2020–present
2022
Started as an advisor at Clarica Life Insurance (now Sun Life Financial)
2003–
2007
Owner at Anglin Financial Management
2007–
2015
Chief Executive Officer at Godfroy Financial Group
2015–
present
Author of two books: Why You Need a Financial Advisor (2020) and Retire on Purpose (2023)
2020–
present
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.”