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.

Jenna, Susanne and Del are amazing! I am very new to the FHSA and they have made the process very easy. Coming from a family business, I feel safe investing with them. Great family, great company.
Andrew Boucher
Andrew Boucher
2024-01-05
One word. PHENOMENAL. Jenna + the Wilmot team have been an absolute godsend throughout the entire process of setting up my TFSA + FHSA. Not only are they extremely knowledgable, they consistently go out of their way to provide exceptional customer service. Thank you Jenna, I look forward to working with you in the future!
Kirsten Merrifield
Kirsten Merrifield
2024-01-03
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 cater to the individual needs of their clients. I especially love their patience and interest in educating their clients so they can understand parts of the financial world around them. I highly recommend!
Marsha Sealey
Marsha Sealey
2023-08-24
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 Jenna as she knows how to cover your needs!!
nicole gibbons
nicole gibbons
2023-08-15
“ 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 in our life, including insurances, investment and our mortgage. Through the whole process everything has been organized, detailed and was delivered in very simple terms which was easy for us to understand. They have put our minds at ease for the future. Thanks to you both.” Gari and Rhonda D.
Gari Davies
Gari Davies
2023-07-28
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. With the complicated world that is finances, Del takes his time to make sure that I understand everything necessary to succeed. I leave every meeting feeling heard and learn so much. Susanne is always such a wonderful help as well. She always takes such great care of me, keeping you on track and providing me with all of the information I need. A spectacular communicator over all!
Daniella DC
Daniella DC
2023-04-25
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 ensuring you understand the product and services provided. I highly recommend Wilmot for financial and retirement planning services!
Judy Hutchison
Judy Hutchison
2023-04-17
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
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 duly impressed by what was presented and discussed. I then set up my own consultation appointment. I had been thinking of switching for the last few years from my current financial advisor. That decision came easily. Here’s why. Del possesses a wealth of financial advising experience, explains thoroughly and concisely, is approachable and trustworthy. Very easy to converse with and always readily available for any queries you might have. In switching to Del, I am confident that he has my best interests at heart. He’s simply a really super, nice guy. You won’t be disappointed! By the way, that friend that I accompanied for her appointment, Del is now her financial advisor. Anne S., Elora, ON
Anne S
Anne S
2022-12-05

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