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
Sheena Schreiner CIM® is a seasoned investment advisor with over 22 years of experience in the financial services industry. She has earned a remarkable track record in helping clients secure their financial futures, focusing on building an individualized strategy based on their family’s unique set of goals and circumstances.
Sheena’s commitment to her clients and unwavering dedication to her craft have earned her a reputation as a trusted expert in this field. Since 2010, she has been an integral part of the team at Cresco Wealth Management, where her warm presence and bubbly personality has earned a place in the hearts of her team and their clients. Ranging from high-net-worth individuals and their families as well as small business owners and executives, the clients benefit from Sheena’s extensive experience and profound understanding of the financial landscape.
Beyond her thriving career, she loves being a mother to her nine-year-old daughter and two dogs. Sheena can often be found cheering on her daughter at her swim meet competitions, escaping to her mom’s cabin, cheering on the Blue Jays, and enjoying the outdoors with her dogs at various dog parks across the city.
She is also deeply committed to giving back to the community, having been a part of 100 Women Who Care Calgary for the past five years, as well as taking part in numerous fundraising activities on her own and with the team at Cresco Wealth Management. Sheena exemplifies a dynamic blend of professional expertise and fulfillment, making her a role model in wealth management and in her life outside of the office.
222 3rd Ave., SW, Suite 1650, Calgary AB, T2P 0B4
587 323 5644
sheena.schreiner@wellington-altus.ca
linkedin.com/in/sheenaschreiner
advisor.wellington-altus.ca/crescowealthmanagement
Sheena Schreiner CIM®
Investment Advisor
Cresco Wealth Management, Wellington-Altus Private Wealth
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
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
2001–2007
2007–2010
2010–2019
2019–present
2019–present
Started her career with Scotiabank as a teller, working her way up to personal banking officer and completing her IFIC designation
2001–
2007
Moved into wealth management, working as an associate for two advisors at Sun Life, then at Raymond James with the same advisors, completing her CSC and LLQP
2007–
2010
Joined the team with Cresco Wealth Management at ScotiaMcLeod, competing her WME and shifting into her role as an advisor in 2015
2010–
2019
Moved with her team, Cresco Wealth Management, over to Wellington-Altus Private wealth, and completed her CIM designation in 2020
2019–
present
2019: Volunteer of the Year, CFA Vancouver 2019
2019–2021: Vice President, Private Client Services at Dixon Mitchell Investment Counsel
2021–present: President at Dixon Mitchell Investment Counsel
2023: Mike Ryan Award of Excellence
2023: 25 years of service at Skate Canada
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.”