Chs Jaclyn Nemethy Bsc Cea, Clu

Jaclyn Nemethy has a diverse work experience spanning several industries. Jaclyn'smost recent role is as the Regional Director of Strategic Relationships at PPI, where they focus on developing and implementing a customer-centric business model to support and expand partnerships with strategic relationship firms. Prior to this, Jaclyn held various leadership positions at the Advocis Toronto Chapter, including President and Past President, where they were responsible for ensuring the organization delivered member benefits and overseeing the succession plan for the board. Jaclyn also has significant experience in the insurance industry, having worked at iA Financial Group as Director of Sales and Sales Director, where they built and maintained relationships with agents and MGAs and developed training programs. Throughout their career, Jaclyn has also worked in customer service at TD Bank Group, as a producer sales representative at ExamOne, and as a finance assistant at Mazda Canada Inc. Jaclyn began their career as a compliance summer student at DundeeWealth Inc.

Jaclyn Nemethy obtained a Bachelor of Science (BSc) degree in Human Biology from the University of Toronto, where they studied from 2007 to 2011. Following their undergraduate studies, Jaclyn pursued additional certifications to enhance their expertise in the field.

In 2014, they obtained a Life Insurance License from the Financial Services Commission of Ontario (FSCO). Two years later, in 2016, Jaclyn became a Certified Health Insurance Specialist (CHS) through The Institute for Advanced Financial Education. Jaclyn continued expanding their knowledge and qualifications by obtaining the Chartered Life Underwriter designation from The Institute for Advanced Financial Education in September 2019.

Additionally, Jaclyn furthered their professional development by becoming an Advocis Member in July 2017. In January 2020, they obtained the Certified Financial Planner (CFP) certification from FP Canada. The latest addition to their list of certifications is the Certified Executor Advisor (CEA) designation, which they acquired in July 2022 from the Canadian Institute of Certified Executor Advisors (CICEA).

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