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
With over 25 years of experience in the financial services industry, Amanda Hamil is dedicated to delivering exemplary customer service for PortfolioAid’s family of valued clients.
Founded in Toronto in 2001, PortfolioAid provides innovative wealth compliance software solutions to leading Canadian investment dealers and mutual fund dealers. PortfolioAid’s mission is to reduce dealer regulatory, financial, and reputational risk with its industry-proven solutions and domain expertise.
Hamil received her Bachelor of Commerce degree from McMaster University prior to working in advisory and compliance roles at CIBC, Edward Jones, and Manulife Securities. Hamil’s past experiences on the “dealer side” greatly influence her role as PortfolioAid’s Chief Client Officer.
“I am fortunate to work with an exceptional team at PortfolioAid whom understand the regulatory landscape is ever-changing and our clients rely on us and trust us to help them navigate these changes.”
Fulfilling her compliance certificates to advance her career while raising a family is also something that Hamil is very proud of. “Having spent over two decades in the field of compliance while raising my family has taught me that the best outcomes in both business and family are realized through communication and collaboration,” Hamil says.
“PortfolioAid promotes these tenets within its client community because at the end of the day all dealers are navigating the same regulatory waters and benefit from shared experiences.”
2 St. Clair Avenue, West Suite 610, Toronto, ON M4V 1L5
226-243-7887
amandah@portfolioaid.com
linkedin.com/in/amanda-hamil-pmp-2b041225
portfolioaid.com
Amanda Hamil
Chief Client Officer
Portfolio Aid
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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
2010–2014
2014–present
2023
2019–present
Annual Achiever Award from CIBC
2001
2010–2014: Branch Manager, Associate Regional Compliance Officer at Manulife Securities, Manager at Portfolio Aid
2013: Bravo Award Manulife Financial
2010–
2014
2014–present: Director of Regulatory Compliance, VP Compliance & Program Management, Chief Client Officer at PortfolioAid
2019: Finalist Women Innovator of the Year, Women in Wealth Management
2014–
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.”