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Wilmot Financial Services Inc.

  1. Fergus
  2. Fergus Finance

Reviews, get directions and information for Wilmot Financial Services Inc.

Wilmot Financial Services Inc.

About

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

Impressum

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."
Address: 181 St Andrew St E #6, Fergus, ON N1M 1P9, Canada
Phone: (519) 787-4627
ac.laicnaniftomliw@ofni
State: Ontario
County: Wellington County
City: Fergus
Zip Code: N1M 1P9


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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. Ann & Iain L.. Arthur, ON
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.
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, Suzanne 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.
My husband introduced me to Del 20 years ago. Over that time both Del and Suzanne 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.
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 durring 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. Vicky L Dundalk Ont
I started with Del early in his career. I trusted him and thought he had our best interest at heart. After at least 20 years of investing with Del I started to educate myself and realized Del was making things work for him. It makes me sick how a guy like this will use people. I advise you to educate yourself. He has set me back several years to reach my goal and has nothing to do with the last 3 years of turmoil. Watch yourself!
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,
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
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