Your Financial Life… Organized, Simplified, Optimized

Your Financial Life… Organized, Simplified, Optimized

Your Financial Life… Organized, Simplified, Optimized



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


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


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.


See your full financial picture and make better decisions about what matters.

Asset-Map is a tool that allows us to visualize your complete financial inventory on one page and inform progress to financial goals.

With intuitive mind map-like diagramming you can see and understand your finances like never before and as a result, make better decisions about your financial future.”



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


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.


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.

  • Del, Susanne and Jenna offer a wonderful hometown financial experience and are a business who treat their clients like family. They offer a wealth of knowledge, experience and kindness and... read more

    Marsha Sealey Avatar Marsha Sealey
    September 16, 2023
  • Jenna made getting insurance painless and such an easy process, and with such a friendly, outgoing personality made me not dread talking about it. Would highly recommend working with... read more

    nicole gibbons Avatar nicole gibbons
    August 16, 2023
  • “ Del and Susanne were very warm and inviting and have always made us feel welcome right from the start. Over the last few months we have made several changes... read more

    Gari Davies Avatar Gari Davies
    August 16, 2023
  • I am so happy with the service that is provided at Wilmot Financial! Del is so incredibly helpful. He is kind, patient and never makes me feel small or dumb.... read more

    Daniella DC Avatar Daniella DC
    May 16, 2023
  • 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

    Judy Hutchison Avatar Judy Hutchison
    May 16, 2023
  • 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

    Doogie Mullen Avatar Doogie Mullen
    April 16, 2023
  • 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

    Sheryl Ayres Avatar Sheryl Ayres
    March 16, 2023
  • 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

    Anne S Avatar Anne S
    December 16, 2022
  • 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

    Mardi Peet Avatar Mardi Peet
    November 16, 2022
  • 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

    Brenda Cherry Avatar Brenda Cherry
    November 16, 2022

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