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
- Unbiased advice in investments and insurance, while organizing, simplifying, and optimizing your financial life.
- Protecting individuals and their families to avoid life’s pitfalls, including innovative solutions for business owners and their employees.
- Providing financial expertise and customized solutions since 1994.
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.
As an independent financial planning firm, we partner with many top-rated Canadian financial institutions to meet the needs our clients.
