(519) 787-4627 info@wilmotfinancial.ca
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The Best Way to Buy Mortgage Insurance

The Best Way to Buy Mortgage Insurance

by Wilmot Financial | Mar 31, 2023 | Blog, Family, Individuals, life insurance

Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
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...
Retirement Planning

Retirement Planning

by Wilmot Financial | Jan 31, 2023 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...

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Contact Us

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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