My experience with the entire Wilmot team was amazing! Jenna was great, she took the time to sit with us & made sure we felt comfortable and confident with all the information provided. Would highly recommend to anyone!
Jenna is an exceptional insurance advisor! She’s knowledgeable, approachable, and goes above and beyond to find the best options. Highly recommend her services!
Unfortunately, our Financial Advisor passed away. So, we did an extensive search to find a new advisor.
After many, many, discussions with others and the Wilmot team we were finally found what we were looking for. Del first did a is it a good fit meeting and we were very impressed with the level of detail that himself and his team brought to the table. Then Del worked with us to gather all the information around our current portfolio assets and current income streams and really get a handle on what we had.
From there Del put together a very comprehensive retirement plan for moving forward and investment strategy. This was critical for us moving forward into retirement and it was done magnificently.
I would highly recommend Wilmot Financial Services as they do way more than just sell you mutual funds.
My husband and I are new clients of Wilmot Financial Services and could not be happier with our experience to date. Del never makes us feel rushed even though I’m sure our appointments run longer than the time he allotted. He has made us feel very secure in our financial decisions going forward. His support staff, Susanne and Jenna are also very quick to respond to emails or calls and very welcoming in the office. Looking forward to a long-term relationship with the company.
Jenna & Wilmot Financial have been amazing to work with. They provide so much meaningful information and perspective. Jenna was quickly able to identify areas she could assist and help us to improve growth in our investments. Setting up a RESP was a breeze. I cannot recommend them enough!
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!
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.
Jenna, Susanne and Del have been great to work with! I am new to the FHSA account and they made the process very seamless. They provide excellent customer service and they are very knowledgeable. I look forward to continuing to invest with a great family company.
I was referred to Wilmot Financial Services by a very good friend.
She and her husband as well as two of their adult children have been clients for approximately 30 years.
I have nothing but positive feedback for the service and advice that I have received from Del and his team. Del gets to know his clients, their needs and hopes for the future and works with them to come up with a plan to make these things possible. They are thorough, very knowledgeable and patient. Del ensures understanding of every detail to his clients. The team has also assured me that they are there to answer questions any time I have one. Which is very comforting.I couldn’t be any happier with the service that I have received and grateful for the recommendation!!
Del Wilmot has been my financial advisor for many years. He has always been readily available to advise and encourage a woman who is woefully inept in all things financial. He had always taken whatever time is necessary to explain the intricacies of any plan he recommended so that I had a clear understanding of my choices. He is brilliant and very kind and Del and Suzanne have always treated me as a valuable client and friend, and they continue to support me regularly as I find myself entering those retirement years, and all the changes that entails. I am grateful!
Knowing about financial planning isn’t easy but since we have been working with Wilmot Financial we know so much more about ourselves and what our future looks like. Del takes the time and is so patient in explaining the how’s and the why’s to the financial planning process. Everything from booking appointments with flexible times to making decisions is so easy. Del and Suzanne are absolutely fantastic to work with and I would recommend them over and over again.
We contacted Del & Susanne 4 years ago and we were immediately at ease with them. Del listened carefully to our financial status and based on our expectations; he came up with a plan we were extremely happy with. We liked the system he discussed with us and continue to keep on the same path.
The office atmosphere is very relaxed and professional, they are always willing to listen, and in turn offer good advice. Without hesitation we recommend them to friends and family and always look forward to our next meeting to discuss our future finances.
The team at Wilmot Financial provided us with outstanding and extremely professional services. We have only started working with him in the past year, but in that short time Del helped us understand where we were and where need to be to achieve our financial goals.
We will continue to rely on Del for his financial expertise and have recommended him to several friends and family.
Wilmont Financial Services are a top-notch company! Recently, I had the pleasure of doing business with Del. With having purchased my first home, there’s many things that I’m still learning everyday as what it takes to look after a home. As well as recently learning how important it is to make sure that I’m looking after myself. Del went above and beyond to go through strenuous detail to explain the importance of life insurance, at any age, and as someone who is self employed, how great it is to have a type of sickness coverage. Thanks to Del looking after me and my best interest, I’m feeling very secured with the coverage that I’m getting! Del and Susanne are very quick to respond to any questions or concerns. They pride themselves in making sure that you are satisfied with their services and the coverage that you’re getting. I would highly recommend their services; you will not be disappointed!
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!
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!
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.
My husband introduced me to Del 20 years ago. Over that time both Del and Susanne have been amazing. They have guided my husband and myself through many a challenge with our finances. It never matters the time of day or the questions we ask, they are always there to help and advise. We definitely recommend Wilmot Financial for all your financial needs.
Jenna and the rest of the crew at Wilmot financial were amazing when I was looking to open an FSHA. Jenna especially made the process so comfortable and easy, answering all my questions I had and making sure I knew what was happening every step of the way. I can’t recommend her enough, thanks so much!
My parents have used Wilmot Financial Services for as long as I can remember, and I recently came to the realization that my financial literacy skills as a young adult were lacking. Knowing that my parents have always had a positive experience with them, I reached out to Del and Susanne with a variety of questions and requests. They not only helped educate me on the options that existed for the goals I had, they walked me through the process with patience and grace. They always made sure I had a strong understanding of the choices I was making before I made them and followed up with me on a regular basis. The pride they take in their work is extremely evident, it was easy to communicate with them- even as my needs changed, or new questions emerged- and I genuinely felt that their recommendations fully considered what was best for me. Making financial decisions, especially as a young adult, can feel both stressful and daunting, but working with Wilmot Financial alleviated these negative feelings. I look forward to improving my financial literacy skills with their help and utilizing their expertise in the years to come! Many thanks to Del and Susanne and I would highly recommend reaching out to them with any financial questions, planning or concerns that you might have.
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.
Have been a client for many, many, years. We have relied on Del to help us through good times and bad times and trust in his advice and rationale for it. We have also recommended Del (Wilmot Financial services) to our friends who also his became clients. I and Mrs. are thankful Del Has been here for us.
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 knowledgeable, 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!
Wilmot Financial Services have been helping me with my financial goals for well over 20 years. Del always is available to answer my questions, whether it be during a zoom meeting or an email. Del is constantly looking out for my best interest and takes the time to explain his recommendations.
As I approach retirement, I am thankful for the advice Del has given me over the years.
Del & Susanne are both excellent people to deal with! Having never purchased life insurance before, Del was very clear and provided me with an in depth explanation on how things work. 10/10 I would recommend them and I always look forward to doing business with them in the future! Thanks Del & Susanne!
I have dealt with Wilmot Financial for many years and always receive nothing but the best service. Very professional yet personal always quick to get back to you and go the extra mile every time. Being self employed and trying to maintain the coverages I require is made easy with their help. Weather it’s WSIB replacement, life insurance, ad&d insurance or just plain investment and rrsp advice they will find a plan to suit your needs. If you are looking for coverage or even just need to compare what you have be sure to reach out you won’t be disappointed. Thank you Dell & Suzanne for all you have done.
My sister recommended Wilmot to me, best decision ever!! They are professional, knowledgeable, and really smart!!! I have complete confidence in doing business with Del and Susanne!!
I am a new client at Wilmot Financial and I couldn’t be happier. Del and Susanne are both professional and knowledgeable. They put my mind at ease and guided me with expert advice through some difficult decisions. They show patience and understanding when you are unsure and provide feedback in a prompt, timely manner. I’m just sorry I didn’t come to them sooner!!! Thanks!!
In the re-organization of my Financial Life, Del made my transition from existing vendors super simple. He explained everything fully, provided great advice on what would match my current and future needs. All interactions to date have been friendly, professional, informative and timely. I can’t be happier with this service!!
Del and Susanne are both amazing to work with. They took the time to map out our financials with a great visual representation before making recommendations based on our goals. They took the time to answer all of our questions, and their communication was excellent. I would highly recommend their services!
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!!
Del is wonderful to work with. RRSP’s and Financial stuff can be overwhelming. Del so patient to walk through everything, explain and made sure I was comfortable making choices and decisions and understood. Grateful to know the Wilmot’s have my best interest at heart.
Del was wonderful with helping us get started with our financial planning! He was very knowledgeable and helpful ensuring that we were confident and understood every part of the process.
Del continues to be our “Go To” guy for all of our investment and financial planning needs. His attention to detail and genuine care for his clients best interest is a winning combination.
Have been with Del and Susanne since 1995? They are always available and helpful with any concerns or questions we have. Their guidance and client appreciation shows in their 25 YEARS of business.
Excellent Team , very knowledgeable and willing to listen to your specific needs. ROI has been better than expected year over year. I would definitely recommend them for any of your financial services.
It has been an absolute pleasure to work with the Wilmot family! High character, high integrity, personable service and truly genuine people. Thanks for all you do for your clients.
Del and Susanne have great knowledge of this product and were prompt throughout the process. They were great at coordinating appointments and follow up.
I have been with Del and Susanne for 10+ years now. They always take the time to make sure I understand everything. Highly recommend!
We changed brokers to have someone local and we believe we made the right choice in selecting Wilmot Financial. We feel very well looked after.
Del and Susanne are down to earth and no nonsense. They are quick to respond and very knowledgeable. Highly recommend them both!
My family has been dealing with Wilmot Financial for many years, both on a personal and business sides of things. We consider Del and Susanne family. You have helped my mom and dad with their business needs, my husband Jason and I with our insurance needs. I have also introduced you to my friend and co-worker Mike. You have helped us with all sorts of our needs, such as life insurance, accident insurance and health benefits. You are always prepared with all the information and answers that we need to make sure we are purchasing exactly what we are needing to suit our families and businesses.
It is always a pleasure to chat with both of you either in the office or in my own home, which is a service I appreciate to suit busy families.
Thank you for always helping our families with our insurance and financial needs, we look forward to working together in the future.
We have been with Del and Wilmot Financial Services since 2005. Over this time, Del has always been a trusted resource for us as we have gone through the many milestones in life. Whether it be right mortgage approach, insurance coverage decisions, RESP’s for the kids, or financial investments, Del has always provided sound advice and guidance allowing us to make the right decisions for our needs.
What we probably appreciate and admire most about Del is the time he takes with us in every meeting to ensure that we have a clear understanding of our investment and/or security options. He patiently explains in detail the ins & outs of terms, risk profiles, and even alternate approaches to ensure that we are comfortable with our decisions. He is always prepared to answer Rob’s long list of questions, lol.
As we approach the next milestone in our lives, we are sure glad that Del (& Susanne) have us on the right track to reach our retirement goals.
We have been dealing with Del for a lot of years now both on a personal and financial level. He keeps up on ways to make our money make money for our retirement. As well, we trust him to look after our personal insurance portfolio (life and disability insurance).
He is not pushy in any way and really makes sure you understand how everything works before signing on the dotted line. Del and his lovely assistant/office manager Susanne are very prompt in returning messages or emails. That type of personal service still matters in today’s world and we appreciate it.
We met Del and Susanne in October 2017. Just about to go into our fifties, we had no idea whether we were on track for approaching retirement or not. You know those moments when you are speaking to someone and they are listening to you, but you don’t really feel heard? That was how we were feeling about our retirement plans before we met Del. Right from the start, Del heard us. He was interested in our plans for retirement, and our anxieties about making the right decisions to achieve those plans. He met with us on a number of occasions until we felt comfortable that his recommended approach would help us achieve our retirement plans. We never felt rushed to commit, or that any question asked was insignificant.
Susanne is also wonderful to deal with. She is a warm, friendly, extraordinary person and makes you feel like part of the family. With her by Del’s side, there is no greater team around to assist in making our plans come true.
One of the things that has really impressed us is that there has been occasions when we have seen Del and Susanne around town and they never hesitate to approach us. We can tell you that we have not had that same experience with some other service providers. It means a great deal that Del and Susanne takes the time to personally speak to us outside of a business setting.
We would not hesitate to recommend Del and Susanne to others and feel fortunate to have them in our corner.
We have been dealing with Del for 20 + years and had a “good feeling” from our initial meeting. He is trustworthy, reliable, personable, accommodating (meets us at our home in the evenings) and has always provided us with good advice and guidance as we’ve worked together to meet our financial needs at each stage of our family’s lives.
Del keeps us well-informed of current market situations and we’ve learned to trust his recommendations. Del and Susanne are always quick to respond to questions, happy to help in any way needed, and have our confidence that our finances are in good hands.
We have been with Del for approx. 23 years now. It has been a pleasure knowing and meeting with Del. He is always helping us with our financial planning for when we can retire. He always keeps us updated on all our policies etc.
We are grateful for Del as he always tries to make time to meet in the evenings when we couldn’t meet in the daytime for meetings.
We have been very satisfied with our dealings with Del and we will continue our service with Wilmot Financial Services for years to come.
Thanks Del & Susanne for the great service you provide us!
We have been dealing with Wilmot Financial Services since 2004. Del recommended the Manulife One route for our mortgage which was an excellent fit for us. Our mortgage was paid down very quickly, which was what we were aiming for. Del listens to what you are looking to accomplish financially and puts a solid plan in place.
Bob and I have entrusted all of our financial planning to Del – RRSP’s, TFSA’s, RESP’s, Life Insurance, Pension Funds transfers, etc. We are never in the dark as to where we stand financially, as Del provides us an ongoing clear outline of our total portfolio.
I have referred a number of friends and work colleagues to Del, which I would never do unless I trusted his guidance and judgement 100%. Del is well versed in the changing markets and the various types of investments available, and provides several options for your specific needs. Whether we meet at our home or his office, I find Del to be open, warm and welcoming and can honestly say I would consider him not only an excellent financial planner but a friend.
I initially accompanied a friend who had a complementary consultation with Del. Del had been recommended by one of her close friends 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.
I have known Del for many years. I have trusted him totally with my financial decisions for retirement planning.
Del keeps himself educated with current developments in his industry and is quite willing to express his knowledge to me to help with my decisions. Del always has time to explain details to me in a very friendly and personal way.
Del has been addressing all of our investment and retirement interests from very early on in his career, as well as providing us with sickness, disability and life insurance options that fit our lives.
We are confident that Del’s knowledge and expertise is taking us in the direction that we want to go and will insure that we meet our retirement goals when we hope to. We have the utmost trust in his abilities and always feel like we are informed and in control of our future. If there are any problems or questions, calling his administrative partner, Susanne, will always get the answer we need.
We would highly recommend Del and Susanne at Wilmot Financial for a variety of financial products and investment options.
My relationship with Wilmot Financial spans over many years. At first my husband and I had disability insurance with Del. Upon my husband’s passing, I felt unsure of what I was in need of and Del did not disappoint. Del showed compassion and was extremely helpful in his reassurance of how to help me meet my future needs.
I appreciate the personal interest he and his wife Susanne have shown in my well being and future concerns.
Not a birthday or holiday goes by without receiving a greeting. An office meeting is not only informative but very enjoyable. They make me feel like family. I know that I am in very capable hands.
I have peace of mind, knowing my insurance products meet my expectations, having such comprehensive coverage.
Del’s unsurpassed commitment is apparent every time we meet. I highly and proudly recommend his services.
Honest, attentive, compassionate and very knowledgeable, that’s Wilmot Financial in a nutshell.
We have been with Wilmot Financial for over 25 years. Del has consistently kept in touch over all those years by newsletters, bulletins, birthday cards and e-mails. The feeling is always no pressure.
When a claim needed to be completed, it was done immediately, hassle free and very supportive.
It’s been a pleasure working with them and would recommend their services to others.
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, investments 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.
Professionalism, knowledge, trust and integrity are the reasons we have been with Del for 20 plus years. He and Susanne are always available by phone or email with thorough responses in a timely manner. Challenges have been met with compassion and support. It’s nice when people you do business with are considered friends.
Always a pleasure to work with Del and Susanne at Wilmot Financial Services.
It is like meeting a friend to go over your finances, only he actually knows what he’s doing! Del always takes the time to return calls or emails, and he provides and explains all the necessary information you need to understand. We have recently made changes to our company and Del has helped us through the challenges and planning out what retirement would look like for us. Thanks for all you do Del.
My husband Barry and I have been clients of Del Wilmot for about 26 years. That says a lot in itself for Del. He is so easy to talk to. When we see Del we spend some time catching up personally – talking about our families, holidays, etc. When it comes to his business, no question is a dumb question.
We entrust Del with our life and disability insurance as well as our investment accounts. He is very knowledgeable and explains things in a very clear manner. He doesn’t push – the decisions are ours, but we have found that his financial planning advice has proven to be financially rewarding for us.
Obviously after so many years we could not imagine placing our trust in the hands of anyone else.
Del can present financial information so it’s easy to understand. He also takes the time to answer all your questions. I feel that he always has my best interests at heart. For example, when the life insurance company wanted to charge me a higher premium, Del went to bat for me to get the very best rate. That resulted in him making less compensation but it was the right thing to do so he did it!
Del and Susanne are always quick to respond to questions. If I have an issue, I will have a reply the same day. They treat me like a person not just an account number.
I have known Del now for more than 20 years. He has been our financial advisor for nearly as long.
My wife and I really appreciate Del’s individual approach and attention to our specific goals, unlike the cookie cutter approach of the banks. He is always able to frame things in a way that makes them easy to understand, without making us feel “talked down to”, and his honesty and integrity are plain to see.
I can strongly recommend Del for any of your insurance or investment needs, and I feel fortunate to have him taking care of ours.
My husband Chris and I moved to Elora in 2014 and then were married in 2017. We both had financial consultants that we had been dealing with, however they were two separate entities and quite the distance from Elora.
We had married and purchased a home together so we agreed that we needed someone close that we could both work with.
Such is the case with Del and Susanne. They both welcomed us into their offices and every visit has been productive and pleasant.
Our first in-depth meeting was enjoyable and enlightening as Del put together a package for us, showing in detail where we were currently sitting with our finances and our retirement status. We were in good shape and we felt much better about our current situation. We have no hesitation in recommending Del & Susanne Wilmot to handle your financial affairs.
I have dealt with Del as my personal financial advisor for many years. He keeps himself well-informed on changes in markets, the economy and types of investments available. He maintains good communications with his clients. Del is sensitive to his client’s circumstances and makes appropriate investment recommendations. I have always found him to be honest, forthright and trustworthy.
We have been with Wilmot Financial Services for many years now. We started out with them over 20 years ago (might be over 25?) when we bought Personal Disability Insurance for my husband, the company he was working for at the time didn’t cover him for this and we felt that his job as a Truck & Bus Mechanic was too high risk to be without it. When my husband ended up doing permanent injury to his back (a compression fracture) we were very grateful to have the disability coverage which paid him for many years until the age of 65. Over the years we have also trusted Del (& Susanne) with growing our savings by investing with/through them and trusting them to look after our best interests according to our risk tolerance.
We thank you for many years of friendly, professional and trustworthy service!
I have been relying on Del Wilmot for financial advice for 25 years when he was in the early days of establishing his business. He has always provided sound investment advice in addition to affordable disability and life insurance policies. Del and Susanne are unfailingly cheerful and have patiently answered the many questions I’ve asked. In the process, I’ve been pulled back from the abyss of financial illiteracy.
When stepping into the retirement phase of life, I was able to do so with confidence and my wife and I continue to rely on Wilmot Financial for their expertise.
We have been clients of Del Wilmot for over 20 years and always found his knowledge and updates useful and practical to all our needs including investment and accident / health insurance coverage. Really appreciate his ability to organize and simply financial matters. Thank you Del and Susanne for taking the time with us.
Great experience. Very knowledgeable.
Del gives you a picture of where you are and where you should be with your finances so you can comfortably enjoy your retirement. He regularly goes over your “stuff” to make sure the end goal is still attainable.
Wilmot Financial is always attending conferences so that they are up on all the latest investments.
Del is knowledgeable, understanding, and thorough. We are so grateful to know that our financial future is being carefully planned for and constantly monitored by someone with proven experience, and who we know we can trust and count on. We will continue to recommend Del highly to our friends, family, and clients.
Raising three kids and running a business can feel overwhelming at times. Being organized and planning ahead is the #1 key. I had a lot of questions, and Del was able to provide great guidance and support. I especially love the customized retirement plan Del prepared for me. I have come to call it the “peace of mind” plan. Del and Susanne have been a wonderful resource for me on this journey.
Del continues to be our “Go To” guy for all of our investment and financial planning needs. His attention to detail and genuine care for his clients best interest is a winning combination.
Have been with Del and Susanne since 1995? They are always available and helpful with any concerns or questions we have. Their guidance and client appreciation shows in their 25 YEARS of business.
Excellent Team , very knowledgeable and willing to listen to your specific needs. ROI has been better than expected year over year. I would definitely recommend them for any of your financial services.
It has been an absolute pleasure to work with the Wilmot family! High character, high integrity, personable service and truly genuine people. Thanks for all you do for your clients.
Del and Susanne have great knowledge of this product and were prompt throughout the process. They were great at coordinating appointments and follow up.
I have been with Del and Susanne for 10+ years now. They always take the time to make sure I understand everything. Highly recommend!
We changed brokers to have someone local and we believe we made the right choice in selecting Wilmot Financial. We feel very well looked after.
Del and Susanne are down to earth and no nonsense. They are quick to respond and very knowledgeable. Highly recommend them both!
My family has been dealing with Wilmot Financial for many years, both on a personal and business sides of things. We consider Del and Susanne family. You have helped my mom and dad with their business needs, my husband Jason and I with our insurance needs. I have also introduced you to my friend and co-worker Mike. You have helped us with all sorts of our needs, such as life insurance, accident insurance and health benefits. You are always prepared with all the information and answers that we need to make sure we are purchasing exactly what we are needing to suit our families and businesses.
It is always a pleasure to chat with both of you either in the office or in my own home, which is a service I appreciate to suit busy families.
Thank you for always helping our families with our insurance and financial needs, we look forward to working together in the future.
We have been with Del and Wilmot Financial Services since 2005. Over this time, Del has always been a trusted resource for us as we have gone through the many milestones in life. Whether it be right mortgage approach, insurance coverage decisions, RESP’s for the kids, or financial investments, Del has always provided sound advice and guidance allowing us to make the right decisions for our needs.
What we probably appreciate and admire most about Del is the time he takes with us in every meeting to ensure that we have a clear understanding of our investment and/or security options. He patiently explains in detail the ins & outs of terms, risk profiles, and even alternate approaches to ensure that we are comfortable with our decisions. He is always prepared to answer Rob’s long list of questions, lol.
As we approach the next milestone in our lives, we are sure glad that Del (& Susanne) have us on the right track to reach our retirement goals.
We have been dealing with Del for a lot of years now both on a personal and financial level. He keeps up on ways to make our money make money for our retirement. As well, we trust him to look after our personal insurance portfolio (life and disability insurance).
He is not pushy in any way and really makes sure you understand how everything works before signing on the dotted line. Del and his lovely assistant/office manager Susanne are very prompt in returning messages or emails. That type of personal service still matters in today’s world and we appreciate it.
We met Del and Susanne in October 2017. Just about to go into our fifties, we had no idea whether we were on track for approaching retirement or not. You know those moments when you are speaking to someone and they are listening to you, but you don’t really feel heard? That was how we were feeling about our retirement plans before we met Del. Right from the start, Del heard us. He was interested in our plans for retirement, and our anxieties about making the right decisions to achieve those plans. He met with us on a number of occasions until we felt comfortable that his recommended approach would help us achieve our retirement plans. We never felt rushed to commit, or that any question asked was insignificant.
Susanne is also wonderful to deal with. She is a warm, friendly, extraordinary person and makes you feel like part of the family. With her by Del’s side, there is no greater team around to assist in making our plans come true.
One of the things that has really impressed us is that there has been occasions when we have seen Del and Susanne around town and they never hesitate to approach us. We can tell you that we have not had that same experience with some other service providers. It means a great deal that Del and Susanne takes the time to personally speak to us outside of a business setting.
We would not hesitate to recommend Del and Susanne to others and feel fortunate to have them in our corner.
We have been dealing with Del for 20 + years and had a “good feeling” from our initial meeting. He is trustworthy, reliable, personable, accommodating (meets us at our home in the evenings) and has always provided us with good advice and guidance as we’ve worked together to meet our financial needs at each stage of our family’s lives.
Del keeps us well-informed of current market situations and we’ve learned to trust his recommendations. Del and Susanne are always quick to respond to questions, happy to help in any way needed, and have our confidence that our finances are in good hands.
We have been with Del for approx. 23 years now. It has been a pleasure knowing and meeting with Del. He is always helping us with our financial planning for when we can retire. He always keeps us updated on all our policies etc.
We are grateful for Del as he always tries to make time to meet in the evenings when we couldn’t meet in the daytime for meetings.
We have been very satisfied with our dealings with Del and we will continue our service with Wilmot Financial Services for years to come.
Thanks Del & Susanne for the great service you provide us!
We have been dealing with Wilmot Financial Services since 2004. Del recommended the Manulife One route for our mortgage which was an excellent fit for us. Our mortgage was paid down very quickly, which was what we were aiming for. Del listens to what you are looking to accomplish financially and puts a solid plan in place.
Bob and I have entrusted all of our financial planning to Del – RRSP’s, TFSA’s, RESP’s, Life Insurance, Pension Funds transfers, etc. We are never in the dark as to where we stand financially, as Del provides us an ongoing clear outline of our total portfolio.
I have referred a number of friends and work colleagues to Del, which I would never do unless I trusted his guidance and judgement 100%. Del is well versed in the changing markets and the various types of investments available, and provides several options for your specific needs. Whether we meet at our home or his office, I find Del to be open, warm and welcoming and can honestly say I would consider him not only an excellent financial planner but a friend.
I initially accompanied a friend who had a complementary consultation with Del. Del had been recommended by one of her close friends 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.
I have known Del for many years. I have trusted him totally with my financial decisions for retirement planning.
Del keeps himself educated with current developments in his industry and is quite willing to express his knowledge to me to help with my decisions. Del always has time to explain details to me in a very friendly and personal way.
Del has been addressing all of our investment and retirement interests from very early on in his career, as well as providing us with sickness, disability and life insurance options that fit our lives.
We are confident that Del’s knowledge and expertise is taking us in the direction that we want to go and will insure that we meet our retirement goals when we hope to. We have the utmost trust in his abilities and always feel like we are informed and in control of our future. If there are any problems or questions, calling his administrative partner, Susanne, will always get the answer we need.
We would highly recommend Del and Susanne at Wilmot Financial for a variety of financial products and investment options.
My relationship with Wilmot Financial spans over many years. At first my husband and I had disability insurance with Del. Upon my husband’s passing, I felt unsure of what I was in need of and Del did not disappoint. Del showed compassion and was extremely helpful in his reassurance of how to help me meet my future needs.
I appreciate the personal interest he and his wife Susanne have shown in my well being and future concerns.
Not a birthday or holiday goes by without receiving a greeting. An office meeting is not only informative but very enjoyable. They make me feel like family. I know that I am in very capable hands.
I have peace of mind, knowing my insurance products meet my expectations, having such comprehensive coverage.
Del’s unsurpassed commitment is apparent every time we meet. I highly and proudly recommend his services.
Honest, attentive, compassionate and very knowledgeable, that’s Wilmot Financial in a nutshell.
We have been with Wilmot Financial for over 25 years. Del has consistently kept in touch over all those years by newsletters, bulletins, birthday cards and e-mails. The feeling is always no pressure.
When a claim needed to be completed, it was done immediately, hassle free and very supportive.
It’s been a pleasure working with them and would recommend their services to others.
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, investments 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.
Professionalism, knowledge, trust and integrity are the reasons we have been with Del for 20 plus years. He and Susanne are always available by phone or email with thorough responses in a timely manner. Challenges have been met with compassion and support. It’s nice when people you do business with are considered friends.
Always a pleasure to work with Del and Susanne at Wilmot Financial Services.
It is like meeting a friend to go over your finances, only he actually knows what he’s doing! Del always takes the time to return calls or emails, and he provides and explains all the necessary information you need to understand. We have recently made changes to our company and Del has helped us through the challenges and planning out what retirement would look like for us. Thanks for all you do Del.
My husband Barry and I have been clients of Del Wilmot for about 26 years. That says a lot in itself for Del. He is so easy to talk to. When we see Del we spend some time catching up personally – talking about our families, holidays, etc. When it comes to his business, no question is a dumb question.
We entrust Del with our life and disability insurance as well as our investment accounts. He is very knowledgeable and explains things in a very clear manner. He doesn’t push – the decisions are ours, but we have found that his financial planning advice has proven to be financially rewarding for us.
Obviously after so many years we could not imagine placing our trust in the hands of anyone else.
Del can present financial information so it’s easy to understand. He also takes the time to answer all your questions. I feel that he always has my best interests at heart. For example, when the life insurance company wanted to charge me a higher premium, Del went to bat for me to get the very best rate. That resulted in him making less compensation but it was the right thing to do so he did it!
Del and Susanne are always quick to respond to questions. If I have an issue, I will have a reply the same day. They treat me like a person not just an account number.
I have known Del now for more than 20 years. He has been our financial advisor for nearly as long.
My wife and I really appreciate Del’s individual approach and attention to our specific goals, unlike the cookie cutter approach of the banks. He is always able to frame things in a way that makes them easy to understand, without making us feel “talked down to”, and his honesty and integrity are plain to see.
I can strongly recommend Del for any of your insurance or investment needs, and I feel fortunate to have him taking care of ours.
My husband Chris and I moved to Elora in 2014 and then were married in 2017. We both had financial consultants that we had been dealing with, however they were two separate entities and quite the distance from Elora.
We had married and purchased a home together so we agreed that we needed someone close that we could both work with.
Such is the case with Del and Susanne. They both welcomed us into their offices and every visit has been productive and pleasant.
Our first in-depth meeting was enjoyable and enlightening as Del put together a package for us, showing in detail where we were currently sitting with our finances and our retirement status. We were in good shape and we felt much better about our current situation. We have no hesitation in recommending Del & Susanne Wilmot to handle your financial affairs.
I have dealt with Del as my personal financial advisor for many years. He keeps himself well-informed on changes in markets, the economy and types of investments available. He maintains good communications with his clients. Del is sensitive to his client’s circumstances and makes appropriate investment recommendations. I have always found him to be honest, forthright and trustworthy.
We have been with Wilmot Financial Services for many years now. We started out with them over 20 years ago (might be over 25?) when we bought Personal Disability Insurance for my husband, the company he was working for at the time didn’t cover him for this and we felt that his job as a Truck & Bus Mechanic was too high risk to be without it. When my husband ended up doing permanent injury to his back (a compression fracture) we were very grateful to have the disability coverage which paid him for many years until the age of 65. Over the years we have also trusted Del (& Susanne) with growing our savings by investing with/through them and trusting them to look after our best interests according to our risk tolerance.
We thank you for many years of friendly, professional and trustworthy service!
I have been relying on Del Wilmot for financial advice for 25 years when he was in the early days of establishing his business. He has always provided sound investment advice in addition to affordable disability and life insurance policies. Del and Susanne are unfailingly cheerful and have patiently answered the many questions I’ve asked. In the process, I’ve been pulled back from the abyss of financial illiteracy.
When stepping into the retirement phase of life, I was able to do so with confidence and my wife and I continue to rely on Wilmot Financial for their expertise.
We have been clients of Del Wilmot for over 20 years and always found his knowledge and updates useful and practical to all our needs including investment and accident / health insurance coverage. Really appreciate his ability to organize and simply financial matters. Thank you Del and Susanne for taking the time with us.
Great experience. Very knowledgeable.
Del gives you a picture of where you are and where you should be with your finances so you can comfortably enjoy your retirement. He regularly goes over your “stuff” to make sure the end goal is still attainable.
Wilmot Financial is always attending conferences so that they are up on all the latest investments.
Del is knowledgeable, understanding, and thorough. We are so grateful to know that our financial future is being carefully planned for and constantly monitored by someone with proven experience, and who we know we can trust and count on. We will continue to recommend Del highly to our friends, family, and clients.
Raising three kids and running a business can feel overwhelming at times. Being organized and planning ahead is the #1 key. I had a lot of questions, and Del was able to provide great guidance and support. I especially love the customized retirement plan Del prepared for me. I have come to call it the “peace of mind” plan. Del and Susanne have been a wonderful resource for me on this journey.
