Celebrating Amanda Hamil: A Top Leader in Wealth Management

We are thrilled to celebrate the recognition of our Chief Client Officer, Amanda Hamil, as one of Wealth Professional’s 2024 Top 50 Leading Women in Wealth. This highlights Amanda’s remarkable 25+ years of dedication to the financial services industry and her exceptional commitment to serving our clients.

Amanda’s career journey is a testament to her expertise and perseverance. Before joining PortfolioAid, she held advisory and compliance roles at CIBC, Edward Jones, and Manulife Securities. These experiences gave her a deep understanding of the challenges dealers face and insights she uses to shape PortfolioAid’s innovative wealth compliance solutions.

“Compliance is ever-changing, and our clients trust us to help them navigate it,” Amanda says. Her leadership fosters communication and collaboration, ensuring our clients thrive in an evolving regulatory landscape.

Balancing her career while raising a family, Amanda has demonstrated that success is built on strong relationships, a value she upholds at PortfolioAid. “The best outcomes, in business and family, are realized through communication and collaboration,” she reflects.

This well-deserved recognition reflects not only Amanda’s achievements but also the core values of PortfolioAid—helping investment and mutual fund dealers reduce regulatory risks while delivering exemplary service.