Jody Cleminson, B.B.A.
Financial Advisor
Jody Cleminson is a trusted Financial Advisor with over 30 years of experience in the financial services industry. She earned her B.B.A. from Wilfrid Laurier University in 1995 and spent 13 years in corporate leadership roles at Great-West Life before transitioning to the Advisor role.
Known for her integrity, strategic insight, and client-first approach, Jody has helped individuals, families, and business owners navigate every stage of life—building, protecting, and transitioning wealth with clarity and confidence.
Her career has spanned multiple market cycles, regulatory shifts, and economic landscapes, giving her a deep understanding of both the technical and human sides of financial planning. From retirement readiness and investment strategy to tax efficiency and legacy planning, Jody delivers personalized, thoughtful solutions aligned with each client’s goals and values.
A strong advocate for financial literacy, she believes that empowering clients through education is just as important as managing their portfolios. Her calm, collaborative style and decades of experience make her a trusted partner in making sound financial decisions—both big and small.
As one of the Managing Partners at Loft Wealth Management Group, Jody takes pride in the client-focused, relationship-driven firm they’ve built—grounded in trust, transparency, and long-term commitment.
Outside of work, Jody enjoys hiking, golfing, and spending time with her husband Clem, as well as with her family and friends.