Finally
Your Financial Life… Organized, Simplified, Optimized

Finally
Your Financial Life… Organized, Simplified, Optimized

Finally
Your Financial Life… Organized, Simplified, Optimized

HOW CAN WE HELP?

ORGANIZED

We organize your finances so you save time and gain clarity.

SIMPLIFIED

We simplify your finances to eliminate financial stress in your life.

OPTIMIZED

We optimize your finances so you can save money and increase your financial security.

Your journey starts here…

Planning your financial future is a lot like planning a trip. You know where you want to go, but what is the best route to take and what will you do when you arrive?

Throughout my career, I’ve been guiding people like you towards financial success through proven investment, insurance, and cash-management strategies. It all starts with getting to know what matters most to you and your family, and learning about where you see yourselves in the future. We then work to develop a customized financial strategy that not only keeps you on course, but also provides you with security for any detours or roadblocks along the way.

Our unique, time-tested process is a complete financial solution you can count on.

Services

INSURANCE

We’ll explain how different kinds of insurance can provide you, your family, or your business with the financial security they need.

INVESTMENTS

Whether you’re looking to provide for your loved ones or plan for your retirement years, we can help take the mystery out of how to invest.

FINANCIAL PLANNING

When putting together a financial plan, you’ve got to consider two different types of financial planning – your professional and personal finances. We can help!

Meet Del

Why Del does what he does

Del has worked in the financial service industry for almost 30 years, but feels like he really got his start on December 1, 1972. That was the day his father died in a car accident at the age of 30. Del was 10 years old and the oldest of 3 children. The youngest was only 18 months old and was born with Spina Bifida. Del’s father did not have a will written or much in the way of insurance, which seemed to strike a chord with Del.

“For the longest time, I didn’t really analyze why I gravitated to this line of work. But, I think deep down—almost subconsciously—I just wanted to help people be prepared for the twists and storms that life can throw at a family. Whether that is because someone has died too soon, or because someone is unable to work and pay the bills due to an illness or injury, etc.” Del said. “I didn’t go looking for this line of work. I think it found me.”

As more clients came onboard it was a natural fit that Del would add investment products to the mix of services available to his clients. His clients now collectively entrust many millions of dollars to Wilmot Financial Services via RRSPs, RRIFs, RESPs, Non-Registered accounts, etc.

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 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!!
Deborah O'Connor
Deborah O'Connor
2022-07-29
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.
Kara Wedde
Kara Wedde
2022-06-04
Del and Susanne are down to earth and no nonsense. They are quick to respond and very knowledgeable. Highly recommend them both!
Sheri Shoust
Sheri Shoust
2022-03-26
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 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
Ann Marie Hearn
Ann Marie Hearn
2022-02-01
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. They took the time to answer all of our questions and their communication was excellent. I would highly recommend their services!
Amanda Voisin
Amanda Voisin
2021-10-14
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 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!
Becca Bryant
Becca Bryant
2021-09-08
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 who we know we can trust and count on. We will continue to recommend Del highly to our friends, family, and clients.
Lainy N
Lainy N
2021-07-20
Del and Susanne have great knowledge of this product and were prompt throughout the process. They were great at coordinating appointments and followup.
Bob Gillies
Bob Gillies
2021-07-06
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 and decisions and understood. Grateful to know the Wilmot's have my best interest at heart.
Diane Cook
Diane Cook
2021-06-29
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 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.
Jessie Hooker
Jessie Hooker
2021-06-28

As an independent financial planning firm, we partner with many top-rated Canadian financial institutions to meet the needs our clients.