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. 

Ron believes that there is no replacement for the important human role that professional financial advisors serve in helping people fund and protect what they value most in life - that money, planning, good management and the right behavior can support.

In his role as the CEO of Glidepath Portfolio Services, Ron is leading the movement towards financial planning professionals being supported directly by discretionary portfolio manager specialists – enhanced by great technology to deliver confidence, comfort and personal care for each client.

“Personal, professional care cannot be commoditized.  I am grateful to be given the opportunity to serve as the Advocacy Chair to continue to champion the cause of advancing our honorable profession and valuable personal service.”

Based out of Toronto, Adrian has upwards of 9 years of experience in various roles within the financial industry; predominantly as a financial planner and sales executive.

Adrian started his career as an Insurance Advisor with Sun Life Financial in late 2007; was awarded the "Quick Start Award" for exceeding sale expectations. He later spent one year at State Farm developing the go-to-marketing strategy for life insurance before transitioning to BMO Nesbitt Burns becoming one of the youngest Investment Advisors at the firm.

In 2012, Adrian explored the distribution channel by managing key relationships in the brokerage community. In late 2015, Adrian accepted a position at PPI Solutions as Director and most recently promoted to Assistant Vice-President, Ontario in 2018 – he now leads a team of directors and associates with one key mandate, increase the firm’s value to advisors and end-clients through consultative financial planning and business development strategies.

Adrian throughout the years has achieved a number of industry courses to provide clients and advisors alike holistic financial council including achieving his Chartered Investment Manager (CIM®) designation in 2012 and Certified Financial Planner (CFP®) in 2016. In 2017 Adrian achieved the Fellow of CSI (FCSI®) which is the highest honour and most senior credential with the Canadian Securities Institute.

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.