Working With Us
We are a team of highly dedicated wealth management professionals with over two decades of experience in the financial services industry. We have the knowledge, expertise and resources available to deliver solutions to meet all of your wealth management needs. Our team members include: Joanne Follows, Keri Schumacher, and Derek Follows and our mission is to build and maintain trusted, long-term relationships with our clients and their families.
What We Do
The Follows Group guides their clients' finances through the different phases of their lives. We use a unique wealth advisory approach to thoroughly understand your specific goals, preference, and unique circumstances. As such, our advisory services are highly customized and are designed to meet your individual needs. Our professional wealth planning advice provides you with financial peace of mind.
Why We Do It
The Follows Group loves what they do. Our experience has shown us that in today's marketplace there is an abundance of financial products and services which can often be confusing and cause clients to make poor investment decisions. We take pride in simplifying the wealth planning process for our clients and providing them with the assurance that they need. By positioning ourselves at the centre of our clients' financial needs, we help them build, protect and transfer their wealth to future generations.
We provide advice to a wide range of clients- including professionals, retirees and business owners. One thing that our clients have in common is that they are looking for long-term, comprehensive strategies rather than short-term, isolated "quick fixes".
What Makes Us Different
The Follows Group, through their efficient and personalized service offers a comprehensive wealth advisory approach that is similar to an investment counsellor to our clients. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations.
In addition, we are governed by our firm and industry standards and code of ethics which ensure we operate at the highest level of professional conduct.
Why Should You Do Business with Us?
The Follows Group cares about their clients. We provide regular portfolio reviews and personalized solutions so that you can live your lives without worrying about your finances.
Our clients also work with us because we are supported by one of Canada's leading investment firms-BMO Nesbitt Burns. Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards. As a member of BMO Financial Group, one of the largest financial service providers in North America, we can offer our clients a broad range of retail banking and investment products and solutions.