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 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

    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

    Cooper Millard Avatar Cooper Millard
    November 16, 2022

    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

    Carrie Noble Avatar Carrie Noble
    November 16, 2022
  • 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

    C Waddell Avatar C Waddell
    November 16, 2022

    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

    Cory Waechter Avatar Cory Waechter
    November 16, 2022

    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

    Vicky Lougheed Avatar Vicky Lougheed
    November 16, 2022

    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

    Iain Lettis Avatar Iain Lettis
    November 16, 2022
  • 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

    Mark Burns Avatar Mark Burns
    November 16, 2022

    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

    Deborah O'Connor Avatar Deborah O'Connor
    October 16, 2022

    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 Avatar Kara Wedde
    October 16, 2022

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

    Sheri Shoust Avatar Sheri Shoust
    October 16, 2022
  • 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

    Ann Marie Hearn Avatar Ann Marie Hearn
    October 16, 2022

    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

    Amanda Voisin Avatar Amanda Voisin
    October 16, 2021

    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

    Becca Bryant Avatar Becca Bryant
    October 16, 2021

    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

    Lainy N Avatar Lainy N
    October 16, 2021
  • 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 Avatar Bob Gillies
    October 16, 2021

    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

    Diane Cook Avatar Diane Cook
    October 16, 2021

    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

    Jessie Hooker Avatar Jessie Hooker
    October 16, 2021

    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

    Ross Vinskas Avatar Ross Vinskas
    October 16, 2021
  • “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

    Ellen McKay Avatar Ellen McKay
    October 16, 2021

    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

    rob young Avatar rob young
    October 16, 2021

    “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

    Jackie Maceachern Avatar Jackie Maceachern
    October 16, 2021

    “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

    Aimee Young Avatar Aimee Young
    October 16, 2021
  • 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

    Kim Avatar Kim
    October 16, 2021

    “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

    Janice Elliott Avatar Janice Elliott
    October 16, 2021

    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

    Julie Bryant Avatar Julie Bryant
    October 16, 2021

    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

    Mike Wilkinson Avatar Mike Wilkinson
    October 16, 2021
  • 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

    Tracy English Avatar Tracy English
    October 16, 2021

    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

    Ann Furlotte Avatar Ann Furlotte
    October 16, 2020

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

    Kelly Margaret Avatar Kelly Margaret
    October 16, 2020

    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

    John Rooyakkers Avatar John Rooyakkers
    October 16, 2019

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