Kimberly J Follis

For me, there isn't a more rewarding job than being a financial advisor. Every day I spend my time with people, just like you, learning about what's important to them.

I believe in taking the time to get to know you, to really understand what's important to you. Your hopes, your dreams, your concerns, and what your values are. Its this deep understanding of your unique situation, goals and needs that will allow me to develop a strategy that is personally tailored to you, encompassing the future that you've envisioned while preparing for unexpected challenges.

My practice is well suited to work with multiple generations of families. I love to see individuals forging their own path and creating a future for themselves; as such, I often work with new graduates, new immigrants and those that are recently divorced or widowed. I believe in the opportunity to be an educated investor and will spend time with those that want to learn and grow their investment knowledge.

My practice focuses on a holistic, all encompassing approach, and as such the other professionals on your team are also important. I welcome the opportunity to work with your professional team (including your tax advisor, accountant, legal professional, and/or life coach), so that we can ensure your plans for your future are aligned in all aspects.

On a personal note, I moved to the Owen Sound area in 2007. My husband, Jeff, and I have a beautiful blended family that consists of 3 girls and 2 boys – and recently welcomed our 5th grandchild! And of course, we have Bella, an excitable Weimerainer.

I recognize the challenges and demands that our lives place on us and with that in mind, I meet on your terms; when, where and how you want to meet. I offer evening and weekend appointments in our office, as well as in your home or place of work, and of course Zoom appointments are also an option.

Let's start the conversation, call today at (226)923-0063. I look forward to learning more about you.