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

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

You can’t change much for this year’s return—but you can plan ahead. RRSPs, FHSAs, RDSP's and investment strategies all ...
03/16/2026

You can’t change much for this year’s return—but you can plan ahead. RRSPs, FHSAs, RDSP's and investment strategies all help lower future taxes.

Ready to make next year more efficient? Reach out to Wilmot Financial Services to get started.

A $5,000 RRSP contribution today could mean much more down the road.Thanks to tax-deferred growth and compounding, even ...
02/16/2026

A $5,000 RRSP contribution today could mean much more down the road.

Thanks to tax-deferred growth and compounding, even modest contributions can make a real difference over time. It’s not about being perfect — it’s about being consistent.

With the March 2 RRSP deadline approaching, now is a great time to think about what even a small step today could mean for your future.

A Little RRSP Planning Goes a Long WayHard to believe, but tax time is just around the corner. If an RRSP contribution i...
01/27/2026

A Little RRSP Planning Goes a Long Way

Hard to believe, but tax time is just around the corner. If an RRSP contribution is on your radar, getting ahead of it now can make the process smoother and far less stressful. Planning early gives you time to ask questions and make confident choices.

📅 Schedule your meeting with us today!

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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