portrait of Kimberly J Follis
FINANCIAL ADVISOR

Kimberly J Follis

DFSA™, CEA®
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Wealth Protection Strategies

Personal Interests

  • Pets
  • Gardening
  • Volunteering
  • Traveling
  • Home Improvement

Team Members

  • Silva Vascotto
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 371-1956

Fax

(877) 743-6178

Office Address

340, 10th St. East, Suite 107
Owen Sound, ON N4K 6P7opens in a new window

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