Life was meant to be enjoyed. For me that means spending quality time with my family, enjoying the beauty of our peninsula, travelling with my husband and having clients who inspire me. What does it mean for you?
As a financial advisor, my role is to fully grasp those things you want most in life - perhaps it's financial freedom to follow your dreams, establish a business, a comfortable retirement, or leave a legacy - then work with you to build a tailored strategy that leads right to your unique goals. Whether your needs include retirement planning, financing education, tax strategies for your estate, succession planning for your farm, cash flow management for your business, income protection or any other needs, I'm here to help.
My clients value a tailored approach, open and honest communication, and detailed explanations of their strategies and related costs. With every client I use an established process, with in-depth discovery to build a strategy specifically chosen to address your unique needs. In line with our firm's philosophy, I keep a strong focus on capital preservation, income generation, and steady long-term results.
I've always been interested in the world of finances; I studied finance in university and worked in the finance department for the City of Owen Sound for 6 years. I joined Edward Jones to bring my passion and experience directly into the community, making a difference for individuals one-on-one.
On a personal note, my family has primarily been a mix of farmers and business owners; I guess that is why I'm so in love with this community, filled with both farmers and business owners bringing their individual touch to our area. In support of our community, I have started a women's networking group - Grey Bruce Women In Business - and have recently become a board member on both the Wiarton and Sauble Beach Chamber of Commerce.
Give me a call - I'd love an opportunity to learn more about you and what you want most out of life!
- Divorce Finances
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address1246 Goderich Street
Building B,Suite 9,Po Box 219
Port Elgin, ON N0H 2C0
Mailing AddressPo Box 219
Port Elgin, ON N0H 2C0
Phone NumberKimberly J Follis at (226) 453-2263
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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