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
Jennifer Williams’ journey into the world of finance started at a fast-paced trading desk in 2001. Now, as one of eight advisors at Cresco Wealth Management, she has the privilege of collaborating with a talented and well-respected team of investment professionals in Calgary. The most fulfilling aspect of her career is building deep and meaningful relationships with families. She has watched retirements be secured and celebrated, and she especially enjoys educating young adults on wealth efficiencies to reach long-term goals. She loves engaging in meaningful discussions with families, particularly when it comes to empowering women to feel confident.
Beyond the office, she cherishes quality time spent with her family. She and her husband are proud parents to their eight-year-old son, Max, and six-year-old daughter, Fiona. The family often escapes to the mountains for a ski or camping weekend. In Jennifer’s spare time, she plays badminton and golf, and looks forward to her monthly book club meeting with friends. Giving back and volunteering are important to Jennifer. She actively volunteers at her kids’ school and is part of an inclusivity and diversity committee in her neighbourhood, working alongside other volunteers to foster a more inclusive community.
222 3rd Ave. SW, Suite 1650, Calgary, AB T2P 0B4
587 323 5643
jennifer.williams@wellington-altus.ca
linkedin.com/in/jenniferwilliamscalgary
advisor.wellington-altus.ca/crescowealthmanagement
Jennifer Williams
Investment Advisor
Cresco Wealth Management at Wellington-Altus Private Wealth
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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
2001–2009
2011–2014
2018–2019
2019–present
Investment Associate and Trader at JF Mackie & Company/Mackie Research Capital
2001–
2009
Investment Associate at Richardson GMP
2011–
2014
Investment Associate, Cresco Wealth Management at ScotiaMcLeod
2018–
2019
Investment Advisor, Cresco Wealth Management at Wellington-Altus Private Wealth
2019–
present
Investment Advisor, Cresco Wealth Management at Wellington-Altus Private Wealth
2019–
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.”
