Edit Business | Wilmot Financial Services Inc.

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We help our clients deliberately arrange their cash flow, insurance, and investment programs to maximize the value to them and their families.

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The information provided on this site is solely for general and educational purposes and is based on the perspectives and opinions of the owners and writers. It is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Please consult an appropriate professional regarding your particular circumstances. This site may also contain links to other sites which are not maintained or controlled by us. Access to or use of sites to which links are provided are subject to the terms and conditions of such sites. References to third party goods or services should not be regarded as an endorsement of those goods or services. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Wilmot Financial Services Inc.

"Organize, Simplify and Optimize. We provide financial advice and plans to do just that. In today's world when life is busy and complicated, you financial strategy shouldn't be. We provide you with an easy to understand, estate friendly financial plan that you can follow along with and adjust if necessary. Giving you the peace of mind to enjoy your life, without the worry about your financial situation."

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