About Wilmot Financial Services Inc.
Wilmot Financial Services Inc. offers financial advice and plans designed to simplify and organize your finances. They aim to create easy-to-understand financial strategies that are tailored to your needs and estate considerations. Clients praise the team's friendliness, efficiency, and knowledge. They highlight Del's patience and ability to explain complex financial concepts clearly, ensuring clients feel heard and confident. Susanne is also commended for her excellent communication and support in keeping clients on track. Wilmot Financial Services has been praised for helping clients achieve their financial goals, particularly in retirement planning, leading to greater peace of mind.
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!!
Looking for financial services, Wilmot Financial Services Inc is The Place to Start. After trying other services I was given this advice, 9 years later and a very successful portfolio I am very grateful for all there help, They are very family oriented and you are definitely not a number, Make an appointment with Del , he is a no pressure type guy and very easy to talk to. He does have financial plans for all ages, wished I had been introduced to him when I had a mortgage and other financial dealings.
John Wheeldon
I’ve had an amazing experience working with Del, Susanne, and Jenna. Jenna and Del took the time to walk me through setting up my FHSA and RRSP and have given me really thoughtful and clear advice along the way. Susanne is also fantastic. She always has answers to my questions, is incredibly responsive, and handles requests quickly and efficiently. They really makes you feel at ease throughout the process.
Overall, they’re a highly trusted team and a wonderful family business in our community. I look forward to continuing to work with them, and would definitely recommend them to anyone looking for knowledgeable and reliable financial advisors!