Amanda Robertson

Background

About Amanda Robertson

I have been working with iA Private Wealth as the office Administrative Assistant for the past 5 years. Prior to, I worked in a similar role for SunLife Financial for just under a year. I then quickly moved into her role as administrative assistant with IAPW. While my extensive administrative and client facing background came from 20+ years working retail, most of which as a Department Manager for Thrifty Foods in Nanaimo. Although born in Halifax, Nova Scotia, I have spent my professional years here in Nanaimo and remain loyal to the West Coast where I am an active outdoor enthusiast. My skills include experience with payroll, administration, communication and leadership. Since my time at iA Private Wealth I have been working towards completing licensing requirements to work as a Life Insurance Representative while continuing my administrative role with iAPW. My hope is to complete this goal early 2023 with the intention of developing positive client relations while continuing to serve the clientele of iA Private Wealth with integrity, honesty and maintain a high-level professional experience.