The team at Wilmot Financial Services are friendly, efficient and knowledgeable. Del, Susanne and Jenna are all dedicated to ensuring they provide a great customer experience as well as... read more ensuring you understand the product and services provided. I highly recommend Wilmot for financial and retirement planning services!

Del, Susanne and Jenna at Wilmot Financial Services Inc were really great to deal with. They were always easy to get hold of and setting up a meeting time was... read more an easy process. Del helped us set up RRSPs, as well as sickness, disability and life insurance. Every step of the way was well explained and everything was clearly outlined to us. Del is a really nice guy as well as being extremely knowledgeable so all our meetings were easy going while still getting all we needed accomplished. We would wholeheartedly recommend Del, Susanne and Jenna at Wilmot Financial Services. David and Sara Mullen, Stratford, ON

I’m grateful to Del and the team at Wilmot Financial Services for helping to put my financial goals into focus. Their expert financial planning helped me put a plan in... read more place for retirement and now I have greater peace of mind. Del came highly recommended to me and now I would recommend him to you.

I initially accompanied a friend who had a complementary consultation with Del. Del had been recommended by a friend who is a long-time satisfied client. During that consultation, I was... read more duly impressed by what was presented and discussed. I then set up my own consultation appointment. I had been thinking of switching for the last few years from my current financial advisor. That decision came easily. Here’s why. Del possesses a wealth of financial advising experience, explains thoroughly and concisely, is approachable and trustworthy. Very easy to converse with and always readily available for any queries you might have. In switching to Del, I am confident that he has my best interests at heart. He’s simply a really super, nice guy. You won’t be disappointed! By the way, that friend that I accompanied for her appointment, Del is now her financial advisor. Anne S., Elora, ON

Knowing about financial planning isn't easy but since we have been working with Wilmot Financial we know so much more about ourselves and what our future looks like. Del... read more takes the time and is so patient in explaining the how's and the why's to the financial planning process. Everything from booking appointments with flexible times to making decisions is so easy. Del and Suzanne are absolutely fantastic to work with and I would recommend them over and over again.

My husband and I are new clients of Wilmot Financial Services, and could not be happier with our experience to date. Del never makes us feel rushed even though I'm... read more sure our appointments run longer than the time he allotted. He has made us feel very secure in our financial decisions going forward. His support staff, Suzanne and Jenna are also very quick to respond to emails or calls and very welcoming in the office. Looking forward to a long term relationship with the company.

It has been an absolute pleasure to work with the Wilmot family! High character, high integrity, personable service and truly genuine people. Thanks for all you do for your clients... read more 🙂

My husband introduced me to Del 20 years ago. Over that time both Del and Suzanne have been amazing. They have guided my husband and myself through many a challenge... read more with our finances. It never matters the time of day or the questions we ask, they are always there to help and advise. We definitely recommend Wilmot Financial for all your financial needs.

Have been a client for many many years. We have relied on Del to help us through good times and bad times and trust in his advice and rationale for... read more it. We have also recommended Del (Wilmot Financial services) to our friends who also his became clients. I and Mrs are thankful Del Has been here for us,

Del Wilmot has been my financial advisor for many years. He has always been readily available to advise and encourage a woman who is woefully inept in all things financial.... read more He had always taken whatever time is necessary to explain the intricacies of any plan he recommended so that I had a clear understanding of my choices. He is brilliant and very kind and Del and Suzanne have always treated me as a valuable client and friend, and they continue to support me regularly as I find myself entering those retirement years, and all the changes that entails. I am grateful!

Wilmot Financial Services have been helping me with my financial goals for well over 20 years. Del always is available to answer my questions,whether it be durring a zoom meeting... read more or an email. Del is constantly looking out for my best interest and takes the time to explain his recommendations. As I approach retirement,I am thankful for the advice Del has given me over the years. Vicky L Dundalk Ont

We contacted Del & Susanne 4 years ago and we were immediately at ease with them. Del listened carefully to our financial status and based on our expectations, he came... read more up with a plan we were extremely happy with. We liked the system he discussed with us and continue to keep on the same path. The office atmosphere is very relaxed and professional, they are always willing to listen, and in turn offer good advice. Without hesitation we recommend them to friends and family and always look forward to our next meeting to discuss our future finances. Ann & Iain L.. Arthur, ON

Excellent Team , very knowledgeable and willing to listen to your specific needs. ROI has been better than expected year over year. I would definitely recommend them for any... read more of your financial services.

I was referred to Wilmot Financial Services by a very good friend. She and her husband as well as two of their adult children have been clients for approximately 30... read more years. I have nothing but positive feedback for the service and advice that I have received from Del and his team. Del gets to know his clients, their needs and hopes for the future and works with them to come up with a plan to make these things possible. They are thorough, very knowledgeable and patient. Del ensures understanding of every detail to his clients. The team has also assured me that they are there to answer questions any time I have one. Which is very comforting. I couldn't be any happier with the service that I have received and grateful for the recommendation!!

Del was wonderful with helping us get started with our financial planning! He was very knowledgeable and helpful ensuring that we were confident and understood every part of the process.

Del and Susanne are down to earth and no nonsense. They are quick to respond and very knowledgeable. Highly recommend them both!

The team at Wilmot Financial provided us with outstanding and extremely professional services. We have only started working with him in the past year, but in that short... read more time Del helped us understand where we were and where need to be be to achieve our financial goals. We will continue to rely on Del for his financial expertise and have recommended him to several friends and family Ann Marie & Dave, Fergus, ON

Del and Susanne are both amazing to work with. They took the time to map out our financials with a great visual representation before making recommendations based on our goals.... read more They took the time to answer all of our questions and their communication was excellent. I would highly recommend their services!

Wilmont Financial Services are a top notch company! Recently, I had the pleasure of doing business with Del. With having purchased my first home, there’s many things that I’m still... read more learning everyday as what it takes to look after a home. As well as recently learning how important it is to make sure that I’m looking after myself. Del went above and beyond to go through strenuous detail to explain the importance of life insurance, at any age, and as someone who is self employed, how great it is to have a type of sickness coverage. Thanks to Del looking after me and my best interest, I’m feeling very secured with the coverage that I’m getting! Del and Susanne are very quick to respond to any questions or concerns. They pride themselves in making sure that you are satisfied with their services and the coverage that you’re getting. I would highly recommend their services; you will not be disappointed!

Del is knowledgeable, understanding, and thorough. We are so grateful to know that our financial future is being carefully planned for and constantly monitored by someone with proven experience, and... read more who we know we can trust and count on. We will continue to recommend Del highly to our friends, family, and clients.

Del and Susanne have great knowledge of this product and were prompt throughout the process. They were great at coordinating appointments and followup.

Del is wonderful to work with. RRSP's and Financial stuff can be overwhelming. Del so patient to walk through everything, explain and made sure I was comfortable making choices... read more and decisions and understood. Grateful to know the Wilmot's have my best interest at heart.

My parents have used Wilmot Financial Services for as long as I can remember and I recently came to the realization that my financial literacy skills as a young adult... read more were lacking. Knowing that my parents have always had a positive experience with them, I reached out to Del and Susanne with a variety of questions and requests. They not only helped educate me on the options that existed for the goals I had, they walked me through the process with patience and grace. They always made sure I had a strong understanding of the choices I was making before I made them and followed up with me on a regular basis. The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me. Making financial decisions, especially as a young adult, can feel both stressful and daunting, but working with Wilmot Financial alleviated these negative feelings. I look forward to improving my financial literacy skills with their help and utilizing their expertise in the years to come! Many thanks to Del and Susanne and I would highly recommend reaching out to them with any financial questions, planning or concerns that you might have.

Del & Susanne are both excellent people to deal with! Having never purchased life insurance before, Del was very clear and provided me with an in depth explanation on how... read more things work. 10/10 I would recommend them and I always look forward to doing business with them in the future! Thanks Del & Susanne!

“We have been dealing with Del for 20 + years and had a “good feeling” from our initial meeting. He is trustworthy, reliable, personable, accommodating (meets us at our home... read more in the evenings) and has always provided us with good advice and guidance as we’ve worked together to meet our financial needs at each stage of our family’s lives. Del keeps us well-informed of current market situations and we’ve learned to trust his recommendations. Del and Susanne are always quick to respond to questions, happy to help in any way needed, and have our confidence that our finances are in good hands.” E. McKay

We have been with Del and Wilmot Financial Services since 2005. Over this time, Del has always been a trusted resource for us as we have gone through the many... read more milestones in life. Whether it be right mortgage approach, insurance coverage decisions, RESP’s for the kids, or financial investments, Del has always provided sound advice and guidance allowing us to make the right decisions for our needs. What we probably appreciate and admire most about Del is the time he takes with us in every meeting to ensure that we have a clear understanding of our investment and/or security options. He patiently explains in detail the ins & outs of terms, risk profiles, and even alternate approaches to ensure that we are comfortable with our decisions. He is always prepared to answer Rob’s long list of questions, lol. As we approach the next milestone in our lives, we are sure glad that Del (& Susanne) have us on the right track to reach our retirement goals. Rob & Aimee Young

“We have been dealing with Del for a lot of years now both on a personal and financial level. He keeps up on ways to make our money make money... read more for our retirement. As well, we trust him to look after our personal insurance portfolio (life and disability insurance). He is not pushy in any way and really makes sure you understand how everything works before signing on the dotted line. Del and his lovely assistant/office manager Susanne are very prompt in returning messages or emails. That type of personal service still matters in today’s world and we appreciate it.”

“We have been with Del and Wilmot Financial Services since 2005. Over this time, Del has always been a trusted resource for us as we have gone through the many... read more milestones in life. Whether it be right mortgage approach, insurance coverage decisions, RESP’s for the kids, or financial investments, Del has always provided sound advice and guidance allowing us to make the right decisions for our needs. What we probably appreciate and admire most about Del is the time he takes with us in every meeting to ensure that we have a clear understanding of our investment and/or security options. He patiently explains in detail the ins & outs of terms, risk profiles, and even alternate approaches to ensure that we are comfortable with our decisions. He is always prepared to answer Rob’s long list of questions, lol. As we approach the next milestone in our lives, we are sure glad that Del (& Susanne) have us on the right track to reach our retirement goals.”

Wilmot Financial is always responsive to their business even when on vacay! They will touch base letting you know when they will be back to answer and take care... read more of you. I love the fact that they regularly setup meetings to go over your financials so that your $$ are always working for you and you can rest easier knowing your future goals will be met. They will compare your current investments and insurance and will not make you insurance poor - offering/suggesting the best bang for your buck. Walk away with a file outlining where you are now and where you want to be. Professional / Friendly / Patient / Knowledgeable are a few words to describe Del and Susanne.

“Del has been addressing all of our investment and retirement interests from very early on in his career, as well as providing us with sickness, disability and life insurance options... read more that fit our lives. We are confident that Del’s knowledge and expertise is taking us in the direction that we want to go and will ensure that we meet our retirement goals when we hope to. We have the utmost trust in his abilities and always feel like we are informed and in control of our future. If there are any problems or questions, calling his administrative partner, Susanne, will always get the answer we need. We would highly recommend Del and Susanne at Wilmot Financial for a variety of financial products and investment options.” D & J Elliott, Dundalk,ON

I am a new client at Wilmot Financial and I couldn't be happier. Del and Susanne are both professional and knowledgeable. They put my mind at ease and... read more guided me with expert advice through some difficult decisions. They show patience and understanding when you are unsure and provide feedback in a prompt, timely manner. I'm just sorry I didn't come to them sooner!!! Thanks!!

I have dealt with Wilmot Financial for many years and always receive nothing but the best service. Very professional yet personal always quick to get back to you and go... read more the extra mile every time. Being self employed and trying to maintain the coverages I require is made easy with their help. Weather it’s WSIB replacement, life insurance, ad&d insurance or just plain investment and rrsp advice they will find a plan to suit your needs. If you are looking for coverage or even just need to compare what you have be sure to reach out you won’t be disappointed. Thank you Dell & Suzanne for all you have done.

In the re-organization of my Financial Life, Del made my transition from existing vendors super simple. He explained everything fully, provided great advice on what would match my current and... read more future needs. All interactions to date have been friendly, professional, informative and timely. I can't be happier with this service!!

Del & Susanne have been our financial advisors since 2004. Bob and I have been very satisfied with every aspect our relationship. All of our financial needs are... read more entrusted to Wilmot Financial. Del has provided us with excellent guidance throughout the last 16 years. If you want a financial planner who REALLY CARES about their clients, look no further. I have recommended and will continue to recommend their services.

I have been with Del and Susanne for 10+ years now. They always take the time to make sure I understand everything. Highly recommend!

Del continues to be our "Go To" guy for all of our investment and financial planning needs. His attention to detail and genuine care for his clients best interest... read more is a winning combination.