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
Long before entering the industry, Trina Odd developed a deep understanding of the fact that every dollar counts. She made her first investment at the age of 16. After “Black Monday” in October 1987, her mother advised her to put $1,000 into the market while stocks were “on sale” – and she never looked back.
In 1994, Trina graduated from Nipissing University with a Bachelor of Business Administration (concentration in Economics). After 14 years in the field, she joined senior financial planning advisor Ian Jenner and senior financial advisor Jamie Geisler, CFP of Spire Advisors in 2008.
Trina’s three decades of experience in the industry make her an exemplary financial planning advisor. Her commitment to being a genuine, ethical advisor stands out as she prioritizes the best interests of her clients. She remains focused on their long-term well-being. Her emphasis on personalized solutions over specific products underscores her dedication to tailoring financial strategies to everyone’s unique circumstances.
Her belief in the equal worth of all individuals drives her to provide the same quality advice and services to everyone. Trina learned early on that there is no account “too small” to be worthy of investment because, over time, even the smallest portfolio can become much larger, and she truly believes that a person’s value is never reflected by how much is in their bank account.
535 Main Street, Powassan, ON P0H 1Z0
705 724 2400
todd@assante.com
ca.linkedin.com/in/trina-odd-82323397
spireadvisors.ca
Trina Odd
Financial Planning Advisor
Spire Advisors at Assante Capital Management
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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
1994–1996
1996–2007
2007–present
2023
2019–present
Administrative Assistant at RBC Dominion Securities
1994–
1996
Administrative Assistant at Financial Concept Group, now known as Assante Capital Management
1996–
2007
Financial Planning Advisor at Spire Advisors, Assante Capital Management
2007–
present
Recognized as one of Canada’s Top Wealth Advisors by The Globe and Mail
FP Canada Fellow designation
2023
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.”