Our Team
At The Follows Group, we are committed to delivering an exceptional client experience through a collaborative, team-based approach to wealth management. Drawing on decades of combined experience in financial services, our team brings together diverse perspectives, complementary expertise, and a shared commitment to helping clients achieve their financial goals.
Our team includes Joanne Follows, Derek Follows, Keri Schumacher, and Charissa Alldread, each contributing unique areas of focus and specialized knowledge. By working together, we provide comprehensive support and thoughtful guidance across all aspects of our clients' financial lives.
Our mission is to build lasting relationships founded on trust, transparency, and personalized service, supporting clients and their families through every stage of their financial journey.
What We Do
At The Follows Group, we believe that effective wealth management begins with understanding what matters most to you. We take the time to learn about your goals, priorities, values, and unique circumstances so we can develop personalized strategies aligned with your long-term objectives.
Our comprehensive wealth advisory approach integrates investment management, wealth planning, and ongoing guidance to help simplify complex financial decisions. Through proactive communication and tailored advice, we strive to provide clarity and confidence as you navigate life's opportunities and transitions.
Why We Do It
Today's financial landscape offers an overwhelming array of products, services, and information. Our purpose is to help bring clarity to that complexity.
We are passionate about helping clients make informed financial decisions and take confidence in knowing they have a dedicated team supporting them. By serving as a trusted resource and coordinating solutions across multiple aspects of wealth management, we help clients build, preserve, and transfer wealth in a way that reflects their goals and values.
Our Clients
We work with a diverse range of clients, including professionals, business owners, retirees, and multi-generational families.
While every client's situation is unique, they often share a common goal: seeking a trusted advisory relationship and a comprehensive strategy that evolves alongside their financial needs. Our clients value thoughtful, long-term planning and personalized guidance designed to support their objectives today and into the future.
What Makes Us Different
Our clients benefit from more than the expertise of a single advisor—they gain access to a collaborative team of professionals dedicated to delivering a coordinated and personalized wealth management experience.
We take a comprehensive view of your financial picture before making recommendations, ensuring that every strategy is aligned with your distinct goals and circumstances. By combining our individual areas of expertise, we are able to provide proactive guidance, responsive service, and a depth of support that helps address the complexities of wealth management with confidence.
In addition, we adhere to the professional standards, regulatory requirements, and ethical principles that govern our industry, reinforcing our commitment to acting with integrity and in our clients' best interests.
Why Partner With Us?
At The Follows Group, our focus is on helping clients feel confident about their financial future. Through ongoing portfolio reviews, personalized advice, and a commitment to understanding your evolving needs, we work to provide clarity, guidance, and peace of mind.
As part of BMO Nesbitt Burns, one of Canada's leading investment firms, we are supported by the strength, stability, and extensive resources of BMO Financial Group. This enables us to connect clients with a broad range of wealth management, banking, lending, and planning solutions designed to help them achieve their financial objectives.
Our commitment is simple: to build trusted relationships, deliver personalized advice, and provide a comprehensive wealth management experience that helps clients and their families navigate every stage of their financial journey.