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
With over 30 years in the investment industry, Laurel Marie Hickey is a co-founder of iii Global Wealth at National Bank Financial. The “iii” in the team name denotes investing in inclusivity as well as “invest, involve, inspire”. These are the mottos that Hickey upholds when she helps people achieve their financial goals.
She believes that everyone should have a wealth plan regardless of the amount of money or stage of life they are at. She is passionate about investing in you, involving you and those important to you in the process, so that you can live an inspired life knowing that you have a plan in place.
Hickey looks at wealth management from a global perspective and considers its various aspects such as investments, tax planning, family wealth planning, estate and legacy planning, and peace-of-mind solutions. Knowing that collaboration is essential, she works with a seven-person team to strategize with clients to help them make the right decisions. In addition to providing disciplined portfolio management, Hickey is dedicated to global financial learning. She believes that investing is not only adding money to a portfolio but investing in yourself.
She connects with her clients through one-on-one meetings, monthly updates, financial literacy videos on YouTube, and her social media platforms.
300-239 8th Avenue SW, Calgary, Alberta T2P 1B9
403 531 8429
laurel.hickey@nbc.ca
linkedin.com/in/laurelhickey
nbfwm.ca/advisor/iii-global-wealth.html
Laurel Marie Hickey
Portfolio Manager and Wealth Advisor
iii Global Wealth, National Bank Financial
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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
1998
2003
2008
2009
2015–present
Completed all necessary courses to start career as a Wealth Advisor
1995
Obtained her Chartered Investment Manager designation
2003
Completed Professional Financial Planning course
2008
Obtained Certified Financial Planner designation
2009
2015: Worked as Portfolio Manager
2020: Received Award of Excellence for Team of the Year - Alberta and Okanagan
2021: Received Award of Excellence for Wealth Management - Alberta and Okanagan
2015–
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.”
