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.

VISUALIZE THE POSSIBILITIES

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.”

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.

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 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
Doogie Mullen
Doogie Mullen
2023-03-20
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 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.
Sheryl Ayres
Sheryl Ayres
2023-03-11
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 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.
Mardi Peet
Mardi Peet
2022-11-16
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 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.
Brenda Cherry
Brenda Cherry
2022-11-08
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 🙂
Cooper Millard
Cooper Millard
2022-11-02
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 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.
Carrie Noble
Carrie Noble
2022-11-02
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 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,
C Waddell
C Waddell
2022-11-01
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. 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!
Cory Waechter
Cory Waechter
2022-10-28
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 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
Vicky Lougheed
Vicky Lougheed
2022-10-27
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 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
Iain Lettis
Iain Lettis
2022-10-27

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