Jaclyn Nemethy is a graduate of the University of Toronto with an Honours degree in Human Biology. She joined IA Financial Group as the Inside Sales Associate and has been the Sales Director for Living Benefits servicing Ontario for the past 5 years. Jaclyn’s experience also includes 3 years as the Ontario representative for North America’s leading provider of laboratory services for medical underwriting. Jaclyn is known for her thorough knowledge and providing her advisors with exceptional support and training on all the living benefits solutions IA Financial Group can offer. She recently attained her CLU designation and is now working toward her CFP. She joined the Toronto Advocis Board as Membership Chair in 2017 and is now the Co-Programing Chair. 

Arthur graduated from the University of Waterloo with a Master of Accounting degree and wrote his UFE in 2013, leading to his CPA & CA designation in 2015. While obtaining his accounting designation, he worked at small and medium size firms with owner-managed clients, helping them to take their business to the next level. He also spent 2 years abroad at PwC Bermuda, where he worked with insurance companies listed on the United States Securities and Exchange Commission.

Arthur moved into the financial services field in late 2015 and is currently pursuing his CFP designation. He currently serves as the VP of communication of the University of Waterloo School of Accounting and Finance Alumni Association.

Michael is the president at CSI Brokers Inc. and holds a number of professional designations: CFP, CLU, CHS, CH.F.C., FLMI, MBA.

Michael was raised in Toronto and obtained his degrees at the University of Toronto and Dalhousie University. Between 1990 and 1995, he worked with the London Life Insurance Company. Michael joined World Travel Protection Canada Inc. (Zurich Insurance) in 1995 as an account manager. In 2000, he joined CSI Brokers Inc. and became president in 2001. Michael was a founding member of the Travel Health Insurance Association of Canada (1997/1998).

Kathryn Bennett is a Senior Regional Sales Director with Desjardins Wealth Management. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, planning for persons with a disability, and cross-border planning.

Kit is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable giving using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trusts, and retirement planning.

Her professional memberships include the Law Society of Upper Canada, the Society of Trust and Estates Practitioners (STEP), Advocis, the Conference for Advanced Life Underwriting (CALU), the Canadian Bar Association, and the Ontario Bar Association.