We focus on the things that matter and on the things we can control. We tune out the "noise". We firmly believe that it's not the wind, it's the set of our sails that makes the difference. 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 better investment performance and tax-efficient 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.
Throughout my career, I've been guiding people like you towards financial success through better investment performance and tax-efficient 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.
Services
Wilmot Financial has been serving clients in Centre Wellington & surrounding areas since 1994. Del & Susanne Wilmot are a husband and wife team and co-owners of this independent financial planning firm. Del is a Wealth & Insurance Advisor, whose clientele range from successful professionals, seniors to business owners who aspire to financial independence and a "work optional" lifestyle.
Protect your mortgage and cover financial obligations in the event of death, critical illness, or disability with term insurance. Unlike many mortgage insurance policies, term benefits aren't married to the value of your mortgage, but are guaranteed for the life of the policy.
Should you pass away during the term of the policy, your beneficiaries will receive tax-free payments that they can use as they see fit, such as pay off the mortgage, loans, or funeral expenses.With whole life Insurance, your premiums are locked in for your entire life, even if you get critically ill.
Should you pass away during the term of the policy, your beneficiaries will receive tax-free payments that they can use as they see fit, such as pay off the mortgage, loans, or funeral expenses.With whole life Insurance, your premiums are locked in for your entire life, even if you get critically ill.
Wilmot Financial Services is pleased to be partnered with one of the fastest-growing financial planning firms in Canada, Carte Financial Group, headquartered in Mississauga, Ontario. Carte partners with successful independent Financial Advisors to provide mutual fund and insurance processing, marketing, compliance, and technology services.
Our 360° Process is a complete financial plan that builds your wealth, mitigates risk, and forges a path to your retirement. My team and I will help you along your financial journey, providing expert advice every step of the way. We'll take an in-depth look at your financial picture and discuss your short and long-term financial goals.
Let our expertise, advice, and proven 360° Process make your financial journey as smooth as possible, with tools and techniques that will increase your wealth along the way. It all starts with listening to your needs and goals, and where you see yourself in your retirement years. From there, we'll map out a strategy that's completely aligned with where you want your financial journey to take you.
Reviews (11)
Ann Marie Hearn
Feb 02, 2022
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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 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
Ann Marie & Dave, Fergus, ON
We will continue to rely on Del for his financial expertise and have recommended him to several friends and family
Ann Marie & Dave, Fergus, ON
Amanda Voisin
Nov 01, 2021
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Positive: Professionalism, Responsiveness
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!
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!
Becca Bryant
Sep 28, 2021
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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
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
Lainy N.
Jul 14, 2021
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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.
Jessie Hooker
Jul 01, 2021
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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
Ellen McKay
May 30, 2021
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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
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
Ross Vinskas
May 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
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!
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!
Janice Elliott
May 03, 2021
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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 ensure 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 are confident that Del’s knowledge and expertise is taking us in the direction that we want to go and will ensure 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
Kim
Apr 23, 2021
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Wilmot Financial is always responsive to their business even when on vacay! They will touch base letting you know when they will be back to answer and take care of you. I love the fact that they regularly setup meetings to go over your financials so that your $$ are always working for you and you can rest easier knowing your future goals will be met. They will compare your current investments and insurance and will not make you insurance poor - offering/suggesting the best bang for your buck. Walk away with a file outlining where you are now and where you want to be.
Professional / Friendly /
Professional / Friendly /
Aimee Young
Apr 12, 2021
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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
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
Sharon Whitford
Jul 23, 2019
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