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.
Carolyn Nemeth, CFP®, CLU
With over 20 years’ experience in the financial services industry, 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 risk management, estate planning, investment and retirement 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.
Since 2007, Dawn has rounded out the team with her valuable communication, relationship and administrative skills to ensure our office runs smoothly. Her energy and positive outlook guarantees client satisfaction.
On her days off you will find her curling in the winter months, cottaging during the summer and spending time at hockey and baseball games with her son.