Financial Planners in Fergus

“I reached out to Del and Wilmot Financial initially to get a second opinion on my financial situation. Del took the time to review my portfolio, answer my questions and provide advice on how I could benefit by using a few different products. Even though I was under no obligation to transfer my accounts, Del’s ideas made sense not only currently but also for the long term and for estate planning. I now have a clear, full picture of my financial position. I would totally recommend Wilmot Financial Services!!“

“I was very impressed with Matt from the very beginning. He took the time to understand the full picture of me as a client, not just what product I needed and how much I wanted to invest.

What stood out to me, different from other investment professionals, was the time he spent getting to know the client before making any recommendations.

From our first meeting, the follow-up was excellent. Both Matt and Sandi, the firm's administrative superstar, were incredibly knowledgeable and efficient in setting up my account and ensuring I was satisfied throughout the process.

I would say that anyone in the Fergus/Centre Wellington area should work with Northstar Wealth. With over 30 years of experience as an investment professional, I can recognize quality, client-centered firms right away. Expect no surprises and stellar service.“

“Communicates very well with me - explainsmy investments in detail.Continues sending me updates etc.Very pleased with his service -“