Graduate of University of Windsor School of Law
* member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law Schoold
*LL.M (ADR) Osgoode law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes
* Graduate of Osgoode Law School Certificate in Elder La
* Extensive experience in Wills, Estates, Powers of Attorney
* Family and Elder Law Mediation
Melody has worked in financial services industry for almost 20 years with her husband Rick Fischer.
She believes in educating herself to better assist people with the critical life, death, and taxes questions. She has obtained the following designations during her career: certified financial planner, chartered life underwriter, certified health specialist, certified senior advisor, and certified executor advisor.
Melody has a great sense of humour that delivers a straight forward no-nonsense approach to helping her clients in making smarter decisions for themselves and their loved ones.
Protecting yourself Is your responsibility! Find and work with the person who can help you build the defensive wrapper around “your world and your assets” through good planning. Call Melody for an interview.
Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005. During that time, she travelled and worked in various countries and cities, and has many interesting stories to share.
She started her career in financial services in 2007 with Sunlife Financial where she was the Long-Term Care Insurance Specialist. From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net-worth clients serving the Prince Albert and La Ronge branches. In 2010, she moved to Thierman Financial, where she handles insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals.
She received her Certified Financial Planner (CFP) designation 2013 and is a member of Advocis, the Financial Advisors Association of Canada. Shannen is a board member of the Canadian Cancer Society, Prince Albert division, and a board member with Habitat for Humanity. She is also president of Prairie Women's Networkers. She has served on Chamber of Commerce committees and volunteered with Meals on Wheels and Junior Achievement. She currently volunteers with the Canadian Cancer Society, and the Prince Albert Raiders hockey team, teaches the Homeowner's Education Program for Habitat for Humanity and assists with the family selection process.
In her spare time, Shannen enjoys spending time with friends and family, traveling, reading, writing, yoga, music and running.
Letitia began her career in the financial industry working as a part-time student in 1998. Over the years she has filled many roles in the industry, and has obtained an MBA at McMaster University. She loves engaging students while teaching select business courses at a local university and has extended the love of teaching to her clients, educating them and encouraging them to build their dreams.
The Follows Group offers a comprehensive wealth advisory approach to helping you manage your investments that is similar to an investment counsellor yet backed by a prominent financial services firm.
We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations. We provide regular portfolio reviews and personalized solutions so that you can enjoy your lives without worrying about your finances.
By positioning ourselves at the centre of your financial needs, we help you build, protect and transfer your wealth to future generations.
We are financial simplifiers providing hands-on assistance to Executors, Trustees and Powers of Attorney - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and we supplement them with our professional team, if necessary. We also do estate accounting and prepare the court appointed books in passing form.
I am a Certified Executor Advisor recently completing the CICEA curriculum and exam. After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members which began a journey of education and enlightenment involving the familial stages of terminal illness, grief and death and the daunting task of the transfer of family assets. This resulted in my fulltime commitment to the field of estate and testator family planning with the intention to become a valuable, sensitive and knowledgeable advisor.
I live with my wonderful partner, Kerry, in Calgary and we have 3 adult children between us, and two grandchildren, so needless to say, there is always a fun family event that is being planned or executed!
CFP. with 40 years in the Insurance Brokerage field.
Has a unique Estate & Income Projection Software.