Chief Client Officer
Amanda joined PortfolioAid in January, 2014, and serves as Vice President of Compliance and Program Management. Amanda has over 20 years of financial services experience including tenures at Manulife Securities, Edward Jones, CIBC, and Scotiabank. In prior roles, Amanda was a Branch Manager, Regional Compliance Officer, and most recently held the position, Manager, PortfolioAid for Manulife Securities.
Amanda graduated from McMaster University in 1994 with a bachelor of commerce degree and holds the FMA designation from the Canadian Securities Institute, the CFP designation from the Financial Planners Standards Council, and the PMP certification from the Project Management Institute.
Chief Technology Officer
Prior to joining PortfolioAid in 2005, Leigh spent eight years at CGI Group where he led teams in the design and development of their e-settlement brokerage platform. Subsequently, Leigh worked at OANDA where he managed a large-scale project to white-label their leading internet-based foreign exchange trading platform for a large European bank.
Leigh graduated from the University of Toronto in 1994 with a bachelor of applied science in engineering. He also has a professional engineering license and the Project Management Professional designation.
Director of Product and Service Quality
Lily has worked with PortfolioAid for her entire career. First joining the firm as a Data Analyst, she has steadily taken on greater responsibilities, and now serves as the Director of Product and Service Quality. She prides herself on delivering a premium level of service that PortfolioAid’s customers can count on. Lily’s intimate knowledge of the industry, as well as client use of the PA360° application, have proven invaluable when finding creative solution for our customers.
Lily graduated from Ryerson University with a Bachelor of Commerce degree specializing in Information Technology Management.
Chief Information Officer
Milan joined PortfolioAid in 2004, and serves as Head of IT. Milan has over a decade of experience in both direct hands-on and management roles, touching on every technological aspect of PortfolioAid’s solution suite. He is currently responsible for infrastructure, operations, systems, and network security.
Milan graduated from the University of Toronto in 2002 with a Hon. BSc. in computer science and a second degree in cognitive science. While a student at U of T, Milan built his own EyeTap, preceding Google Glass by a decade, and was a board member of CASA (cogSCi/AI student association).
Prior to joining PortfolioAid in 2009, Sam worked in senior and executive level positions in Toronto and New York at companies including DataMirror, a highly successful software solution provider, and Hero Ventures, a technology-focused venture capital fund. He also co-founded reBOOT Canada, a computer-recycling non-profit organization. Sam brings over 20 years of technology and finance experience to PortfolioAid and is committed to a business environment that is productive and positive for customers, employees, shareholders, and partners.
Sam graduated from Princeton University in 1992.