For Her

PROFESSIONAL'S DIRECTORY

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CAROLYN NEMETH
CFP    CLU

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President, Nemeth Financial Services

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CAROLYN NEMETH, CFP   CLU

With over 25 years experience in the insurance industry, Carolyn takes great pleasure in providing life and living benefit solutions to other professionals. Carolyn uses her skills as a Certified Financial Planner and Chartered Life Underwriter to advise her clients who include many small business owners, families and business executives.

 

Her expertise in the areas of insurance, risk management and estate planning enables her to tailor financial solutions to each individual's specific needs. She also provides group benefit evaluations and management.

She has earned a long standing position with the elite Million Dollar Round Table and continues to stay current with constant training and educational courses.

To relax she spends her summer months enjoying the adventures of boating around the islands of Georgian Bay and golfing. In the fall/winter months she skis or trains for various long distance runs.

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As a Certified Financial Planner   , I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

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About Us

We serve individuals, families and businesses in the Greater Toronto area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Insurance Analysis

  • Estate Planning

  • Tax Planning

  • Financial Planning Services

We are never satisfied until you are.

We  carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

WHAT WE DO - OUR SERVICES

INSURANCE ANALYSIS

 

Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor can help you identify risks you may have missed. Find out how an insurance analysis can help you get the right coverage and avoid expensive premiums.

ESTATE PLANNING

Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.

TAX PLANNING

 

Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful planning. Find out what tax planning looks like for you.

FINANCIAL STRATEGY

 

A financial strategy is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.

 
 

ADDRESS:

67 Sanderson Road

Markham, Ontario

L6C 2H2

PHONE: 905.534.5800

EMAIL: carolyn@nemethfs.com

WEBSITE: www.nemethfs.com

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