Our Team
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, Charissa Alldread and Derek Follows. Our mission is to build and maintain trusted, long-term relationships with our clients and their families.
What We Do
At The Follows Group, we guide our clients through the different phases of their lives. We use a unique wealth advisory approach to thoroughly understand your specific goals, preferences, and unique circumstances. Our advisory services are highly specifically tailored to meet your individual needs. Our professional wealth planning advice provides you with financial peace of mind.
Why We Do It
We love what we do, and our experience has shown that in today's marketplace, there is an abundance of financial products and services which can often be confusing and overwhelming. We take pride in simplifying and guiding our clients through the financial terrain while giving the solutions that they need. By positioning ourselves at the center of our clients' financial needs, we help them build, protect and transfer their wealth to future generations.
Our Clients
We provide advice to a variety of clients, including but not limited to: 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, one-and-done pieces of advice.
What Makes Us Different
Through our efficient and personalized services, we offer a comprehensive wealth advisory approach that is similar to investment counseling 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 ensures we operate at the highest level of professional conduct.
Why Should You Do Business with Us?
We care about their clients, and we provide regular portfolio reviews with personalized solutions so that you can enjoy life without the burden of finances on your mind. Our clients 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 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.