Investment Planning
Welcome to Wilmot Financial, where our mission is to help you achieve financial peace of mind and prosperity. Our wealth management services are designed to provide personalized strategies that cater to your unique financial goals, ensuring your wealth is managed effectively and sustainably.
Tax-Free Savings Account (TFSA)
Maximize your savings with our TFSA strategies. We help you take full advantage of this flexible savings vehicle, allowing your investments to grow tax-free and providing you with greater financial flexibility.
Registered Retirement Savings Plan (RRSP)
Secure your retirement with our RRSP solutions. We guide you through the process of maximizing your RRSP contributions, ensuring tax-deferred growth and a robust financial foundation for your retirement years.
Registered Education Savings Plan (RESP)
Invest in your child’s future with our RESP services. We help you navigate the complexities of education savings, ensuring you maximize government grants and build a solid financial foundation for your child’s education.
Registered Retirement Income Fund (RRIF)
Transition smoothly from saving to spending with our RRIF strategies. We assist you in managing your RRIF to ensure a steady income stream during retirement, optimizing your withdrawals while minimizing taxes.
First Home Savings Account (FHSA)
Achieve your homeownership goals with our FHSA guidance. We provide strategies to help you save efficiently for your first home, making the dream of homeownership a reality through structured and tax-advantaged savings.
Non-Registered Investments
Diversify your portfolio with our non-registered investment options. We offer personalized investment strategies for your non-registered accounts, helping you grow your wealth while managing tax implications effectively.
we are dedicated to guiding you through every stage of your financial journey. Our expert team is committed to providing personalized advice and strategies to help you achieve your financial goals. Contact us today to start your journey towards financial success and secure your future.
