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
Melanie Twietmeyer is a senior wealth advisor with Investment Planning Counsel. She and her team employ “Total WealthCare,” a multidisciplinary financial planning approach to client education and financial achievement.
“We work with a variety of professionals and family groups to ensure best possible financial outcomes with the means available to them,” she says.
Twietmeyer has been a long-term advocate for the success of women in wealth and works with them on strategies to help realize and uphold their financial security and life goals.
She has been featured in Advisor’s Edge, Investment Executive, and has presented to the Institute of Advanced Financial Planners, Investment Planning Counsel and Mount Royal College (University). She has been interviewed by 660 News, the Winnipeg Free Press, Global National, and has been a guest on Calgary Global TV.
Financial Success for Women by Women, a book Twietmeyer was proud to co-author with 26 female colleagues from across Canada, was published in 2020. She has been an active volunteer over the past 14 years with the Institute of Advanced Financial Planners (IAFP) and is currently a National Director (Regent).
Outside of her work, she relishes the time she spends with her husband, family, and friends. She is an accomplished cook, an enthusiastic traveler, and an avid outdoorswoman.
Suite 680, 10201 Southport Road SW, Calgary, AB T2W 4X9
403 203 0998
melanie.twietmeyer@ipcc.ca
ca.linkedin.com/in/melanietwietmeyer
legacywealthmanagement.com
Melanie Twietmeyer
Senior Wealth Advisor
Investment Planning Counsel
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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
1986–1992
1993–1996
1996–2001
2001–2012
2013–present
Began working with Bank of Montreal in customer service and later with First City Trust as acting assistant manager
1986–
1992
Entered private practice with Partners in Planning
Completed the LLQP, Branch Manager and Officer & Director’s certifications
1993–
1996
Joined TWC Financial, working primarily in wealth management
1996–
2001
Transitioned to Desjardins Financial as a Branch Manager
Earned the RFP in 2002 and CFDS in 2007
2001–
2012
Joined Investment Planning Counsel
Completed the WME in 2015
Shifted to a full securities wealth management offering with financial planning as core
2013–
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.”
