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
Joanne Kudakiewicz is a trailblazing advisor and a prominent woman leader in the wealth management profession.
Since entering the industry in 2015, she has consistently delivered exceptional results for her clients. Her passion and commitment lie with educating and empowering them to achieve their financial goals through personalized and strategic wealth management plans.
Partnering with Desjardins Financial Security Independent Network (DFSIN) Ottawa has further propelled Kudakiewicz’s business. In 2023, she was recognized with multiple network-wide accolades for her extraordinary achievements and chosen as a brand ambassador for the network.
Beyond her professional accomplishments, Kudakiewicz is passionate about giving back to her community. She co-founded Ignite Philanthropy, an event dedicated to financial literacy for women, and serves on the boards of organizations such as the Bruyère Health Foundation, Bruyère Health, and The Ottawa Cancer Foundation. She is passionate about guiding donors to make their giving more strategic, inspiring them to give more by optimizing available tax deductions.
In a traditionally male-dominated industry, Kudakiewicz firmly believes that women play a crucial role for the future of financial services. She is hopeful that women will take the lead to bring about positive change to the field.
200-880 Lady Ellen Place, Ottawa, ON
613 297 2995
joanne.kudakiewicz@dfsin.ca
linkedin.com/in/joanne-kudakiewicz-237448124
primerica.com/curpen
Joanne Kudakiewicz
Manager of Community Relations
Financial Security Advisor Offering Life, Health, Group Insurance and Investments
Desjardins Financial Security Independent Network Ottawa
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“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
2015
2016
2017
2019–2021
2022–Present
Financial Advisor at Sun Life Financial
2015
Sales Manager at Sun Life Financial
2016
Wealth Advisor at Yorkville Asset Management
2017
2019: Ottawa Forty Under 40
2021: Wealth Advisor at One Life Wealth Management
2019–
2021
2022: Manager of Community Relations at Desjardins Financial Security Independent Network Ottawa
2023: DFSIN Business Growth New Associate, DFSIN New Associate of the Year (second place)
2022–
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
*Primerica representatives are not financial or estate planners or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
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.”