Jenna at Wilmot Financial

Jenna at Wilmot Financial Committed to empowering & educating my clients, so that they can make meaningful financial decisions.

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As of 2025, the odds of being diagnosed with cancer in your lifetime is 1 in 2. Unfortunately, we all know someone who h...
04/27/2026

As of 2025, the odds of being diagnosed with cancer in your lifetime is 1 in 2. Unfortunately, we all know someone who has been diagnosed with some sort of cancer, maybe even yourself included.

When the unexpected happens, such as cancer, Critical Illness insurance helps alleviate the financial strain that comes with being sick. It allows you to focus on recovery, and not the financial stress.

I’ve seen this insurance be used, and have a positive impact on people and their families.

I have a Critical Illness policy - I practice what I preach.

Questions? I’m happy to chat 🙂

Jenna Wilmot-Anderson | Advisor
💌 [email protected]
📲 DM me!

04/15/2026

Hi Realtors & Mortgage Brokers!👋🏼

The FHSA rocks & I hope your first time buyers are using it!

Do you have some that do and some that don’t?
What’s the main difference between those who have on and those who don’t?
Is the FHSA something that ever comes up in your process?

Would love to know what you’re seeing :)

Jenna Wilmot-Anderson | Advisor
💌 [email protected]
📲 DM me!

This is one of the top concerns I see from clients - thinking they have Life Insurance but it’s Creditor Mortgage Insura...
04/13/2026

This is one of the top concerns I see from clients - thinking they have Life Insurance but it’s Creditor Mortgage Insurance.

Creditor Mortgage Insurance from the bank is not the same as Life Insurance for these 5 reasons ➡️

Family will not receive any of the funds, they go directly to the bank.

Coverage amount decreases but monthly premium remains the same - paying more for less.

Anyone can sell this product, they don’t have to be licensed (yikes!)

Expensive!!!

Inability to change coverage/coverage lost if you change lenders.

Does Life Insurance sound like a better fit for you?

Jenna Wilmot-Anderson | Advisor
💌 [email protected]
📲 519 787 4627

04/01/2026

Last week, I renewed my rink sign at the Flesherton rink for the 26/27 season. This is my third season (ahh!!). I truly wouldn’t be able to support local sports without my clients - they really are the best out there.

It got me thinking about all the rinks I’ve been able to see across North America in my 20+ years of playing hockey & lacrosse. Each one unique with different sponsors & businesses who, even if they didn’t know it, were continuing to support local sports, athletes & community.

I feel grateful that I am able to support community sporting events now, since they have been such a pillar in my life. While I can’t support all of them (yet!), I have also been able to contribute to some other community sporting events in the past 3 years.

✨ Hanley Institute charity golf tournament
✨ Jordan Fawcett 3on3 basketball tournament at GHSS
✨ Grand River Mustangs girls hockey
✨ Family Day skates with my girlie Matalyn ()
✨ Owen Sound minor lacrosse Father’s day tournament
✨ Flesherton Rink sign

Hoping to add a couple more this hockey season :) Community is so important, and the rink was (and still is) somewhere that always feels like home.

JWA

Diversification is a big investment word, but put simply, means putting your eggs in several baskets to reduce losses in...
03/24/2026

Diversification is a big investment word, but put simply, means putting your eggs in several baskets to reduce losses in your investment portfolio📈📉

Got investment questions or concerns? I’m here to help.

Jenna Wilmot-Anderson | Advisor
💌 [email protected]
📲 DM me!

03/23/2026

If you’re saving for your first home, the First Home Savings Account (FHSA) is your best friend. Seriously, I wish this account was around when we were saving!

Here are 4 benefits to YOU as you save -

🏡 Contributions are tax-deductible
🏡 Growth is tax-free
🏡 Withdrawal is tax-free
🏡 Annual contribution limit is $8,000

Start small - even $50 a month is a step towards your first home!

Jenna Wilmot-Anderson | Advisor
💌 [email protected]
📲 DMs always open

01/28/2026
While this might not be the reaction you get, it is SO important to protect your family from the financial hardship that...
12/22/2025

While this might not be the reaction you get, it is SO important to protect your family from the financial hardship that comes when someone passes away.

If you have a 🏠mortgage, 👶🏼children, 💍married or simply want to make sure funeral expenses would be covered, Life Insurance is top of your Christmas list this year.

Let me get that in place for you & answer any questions you have🎅🏻🎄

Jenna Wilmot-Anderson | Advisor
📧 [email protected]
🪩 WilmotFinancial.ca
☎️ 519 787 4627
📲 DMs are always open!

09/29/2025

We want to take a moment to say thank you to our clients, friends, and community. Thanks to your support, Wilmot Financial Services was recognized again in the EloraFergusToday 2025 Readers’ Choice Awards.

It’s always special to be part of this community, and we’re grateful we get to do the work we love right here at home.

We also enjoyed celebrating alongside so many other local businesses at Cox Creek Cellars — congratulations to all the winners!

Jenna at Wilmot Financial

Did You Know… If you have creditor mortgage protection through the bank, your spouse/partner is NOT the beneficiary of t...
09/08/2025

Did You Know…

If you have creditor mortgage protection through the bank, your spouse/partner is NOT the beneficiary of that policy, the bank is. This means they receive no funds should something happen to you.

Make sure your beneficiaries are up to date & to contact your advisor to make any necessary changes.

My door is always open✨

Jenna Wilmot-Anderson | Advisor
📧 [email protected]
🪩 WilmotFinancial.ca
☎️ 519 787 4627
📲 DMs are always open!
✨ Appointments are always no fee, no judgement

Address

Fergus, ON

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15197874627

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