Michael Follett
Signal and Maintenance Apprentice @CN
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WORK HISTORY
Signal and Maintenance Apprentice @CN
London, ON, CA
EDUCATION
Lambton College
Bachelor of Business Administration - BBA
Lambton College
Associate's degree
Western University
bachelor of Management and Organizational Studies
ABOUT MICHAEL FOLLETT
Passionate Financial Advisor | Wealth & Investment Strategist | Small Business & HNW Client Specialist With over 8 years in banking and wealth management, I’ve built a reputation for delivering exceptional financial strategies that drive real results. I’ve managed a $55 million portfolio across 1,050 clients, including a $3 million single-client account, consistently exceeding investment sales targets by 80•••00% year over year. My expertise extends beyond personal wealth management—I also specialize in small business financial solutions, including capital structuring, credit needs assessment, and business restructuring. I work closely with clients to optimize their financial health, ensuring both individuals and business owners achieve their long-term financial goals. What sets me apart? Proven track record of portfolio growth and high-net-worth client management Strong relationship-building skills that drive client retention and referrals Expertise in investment planning, tax-efficient strategies, and risk mitigation Experience training and mentoring advisors who quickly advance to senior roles Currently re-acquiring my Mutual Fund Licensing, I’m eager to bring my expertise back to financial advisory—helping individuals and businesses build, grow, and protect their wealth. If you’re looking for a results-driven Financial Advisor who delivers measurable success, let’s connect!
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