We’re located in Fergus, Ontario in beautiful Centre Wellington
Wilmot Financial has been serving clients in Centre Wellington & surrounding areas since 1994. Del & Susanne Wilmot are a husband and wife team and co-owners of this independent financial planning firm.
Del is a Wealth & Insurance Advisor, whose clientele range from successful professionals, seniors to business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined a process that puts the pieces of the financial puzzle together for his clients as their lives unfold and needs evolve.
Retirement planning, estate planning, risk management planning, debt and cash flow planning are all part of the process. Del facilitates a team approach to financial planning by working with his client's other professional advisors, such as lawyers and accountants. Del also knows many of those local professionals and can provide a referral if a client needs an attorney or accountant.
Susanne works wonders on the administration side of the business with a forte in client service. Clients have come to know that, if they have any type of issue regarding the financial companies Wilmot Financial Services partners with, they can call Susanne to look after them.
“We know our clients by name, not by account number. We have built successful and lasting client relationships by providing excellent client service, often to multiple generations of the same family,” says Susanne.
If your current financial advisory relationship consists of products but no plan, Del offers a complimentary no-cost, no-obligation "Fit" meeting for interested potential clients. In his words, it is a “no-pressure meeting designed to see if there is a fit between what you are looking for in a financial advisor and what I do for my clients”. It is meant to act as a method to “get to know each other and determine if we're on the same page."
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