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.
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.
Isabelle believes her clients should feel confident in their
ability to achieve their long-term financial goals without a lot of hassle or
worry. She works with clients to
identify what is important to them, crystallizes their goals and timelines and collaboratively
creates customized wealth and risk solutions to meet those goals and maintain
peace of mind. Isabelle is a Certified
Executor Advisor (CEA), a licensed Life Insurance Broker and financial advisor
(LLQP) and also holds a Certified Human Resources Leader (CHRL)
designation. She is a good standing
member of both Advocis (financial planners) and HRPAO (human resources) associations.
Isabelle is also a strong supporter of her regional
community as a member of the Gravenhurst and Port Sydney Chambers of
Commerce and mentoring partner with Muskoka Futures. She is also a very active Volunteer, Board
Member, Financial Committee Chair, HR Committee Member and serves as Board
Treasurer for YWCA Muskoka charitable foundation in Bracebridge.
In her spare time, Isabelle is an avid golfer, loves to cook
and enjoys spending time with husband and favourite TV drama - Law & Order!
We help seniors and their families dealing with later life transitions. We also support Estate Trustees.