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  • ABOUT
    • About
    • TESTIMONIALS
  • SERVICES
    • Investing for Professionals
    • Estate Planning for Retirees
    • Financial Planning for Incorporated Professionals
    • Families
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    • Insurance
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    • Asset Map
  • RESOURCES
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Protecting Key Talent using Group Benefits

Protecting Key Talent using Group Benefits

by Wilmot Financial | Nov 1, 2023 | Blog, Business Owners, dental benefits, group benefits, health benefits

Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of any organization. A...
The Benefits of Working With An Employee Benefits Specialist

The Benefits of Working With An Employee Benefits Specialist

by Wilmot Financial | May 31, 2023 | Blog, Business Owners, corporate, dental benefits, group benefits, health benefits, insurance

We understand that when looking for employee benefits, you’re looking to do so cost-effectively. But it’s essential to make sure you work with an employee benefits specialist, no matter what the price tag is on your benefits package. We’ll explain...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Wilmot Financial | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, Individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...

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Phone: (519) 787-4627
Fax: (519) 787-4626
Email: info@wilmotfinancial.ca

181 St. Andrew Street East
Unit 6
Fergus ON N1M 1P9

 

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