Wilmot Financial Services

Wilmot Financial Services We help our clients deliberately arrange their cash flow, insurance, and investment programs to maximize their income.

"Del and Susanne are both amazing to work with. They took the time to map out our financials with a great visual representation before making recommendations based on our goals. They took the time to answer all of our questions and their communication was excellent. I would highly recommend their services!"
Amanda V

Heading into retirement’s “Red Zone”? Timing matters just as much as returns. When horizons are short, markets can swing...
06/21/2026

Heading into retirement’s “Red Zone”?

Timing matters just as much as returns.

When horizons are short, markets can swing—but long-term investing has historically been more stable.

A planning-first approach helps balance short-term needs with long-term growth, so you can retire with clarity and confidence.

Putting your Tax Refund to Work:🚫 Don’t let your tax refund quietly disappear.✅ It could be used to reduce debt, save fo...
04/24/2026

Putting your Tax Refund to Work:

🚫 Don’t let your tax refund quietly disappear.

✅ It could be used to reduce debt, save for a first home (FHSA), grow retirement savings, or help lower taxes next year.

A refund can create financial momentum—or fade into everyday spending. We help clients make intentional, confident choices. Reach out anytime.

https://mailchi.mp/wilmotfinancial/putting-your-tax-refund-to-work

Happy Easter to Everyone!
04/02/2026

Happy Easter to Everyone!

📊 Ontario’s 2026 Budget is here — and it includes changes that could impact small business owners, home buyers, and anyo...
04/01/2026

📊 Ontario’s 2026 Budget is here — and it includes changes that could impact small business owners, home buyers, and anyone planning ahead. From proposed tax cuts to housing relief and investment incentives, there’s a lot to unpack.

👉 Check your inbox and click the link in our latest email to read our full breakdown.

- https://mailchi.mp/wilmotfinancial/ontario-budget-2026

Address

181 Street Andrew St. E. , Unit 6
Fergus, ON
N1M1P9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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