Wilmot Financial Reviews

Hannah Dano 2025.12.10

     

Working with the Wilmot Financial team has been a great experience! Everyone is so helpful and has provided me with clear explanations, support, and options for my next steps. I would highly recommend this team!

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Reply from Wilmot Financial 2025.12.10

Thank you so much for your thoughtful review! We are very happy to hear that your experience with the Wilmot Financial team has been positive. Providing clear guidance and meaningful support is at the heart of what we do, and it’s wonderful to know it made a difference for you. We truly appreciate your recommendation and look forward to being here whenever you need us.

Matalyn Rico 2025.11.01

     

Jenna, Susanne and Del are the best. This is by far the most personable service you will receive when it comes to organizing your finances! They are easy to talk to, helpful and know their stuff. I would recommend them over and over again. Always a positive experience working with them!

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Reply from Wilmot Financial 2025.11.03

We can’t thank you enough for this wonderful review! Knowing that you feel supported and at ease when working with us truly means the world. Our goal is to make finances feel personal, approachable, and meaningful — and we’re so glad that comes through. We look forward to catching up soon!

Jennie Francis 2025.09.19

     

Jenna at Wilmot Financial made setting up our life insurance, RESPs, and TFSAs so easy and stress-free. She was incredibly helpful, easy to communicate with, and made the whole process straightforward for our family. Highly recommend!

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Reply from Wilmot Financial 2025.09.22

What a wonderful review, thank you so much. We are so glad that Jenna was able to help you with everything, she does a great job at explaining everything and making the process stress-free and straightforward for her clients.

Samantha Rooyakkers 2025.07.22

     

Susanne, Jenna, and Del are amazing! Del has taught me many valuable financial lessons, Jenna has helped me feel at ease with my financial growth, and Susanne always has the answers to my questions! They are a great team and I would recommend Wilmot Financial to anyone!

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Reply from Wilmot Financial 2025.07.23

Thank you so much for the great review! We are happy that we could help you and that you feel comfortable with your decision to work with our team!

Joanne Hamilton 2025.05.30

     

The feeling of trusting my investments with Wilmot Financial Services was during my first meeting with Del. He took time to ask questions regarding my financial values and goals, to answer all my questions and to offer suggestions for making informed decisions. Susanne makes time to welcome all into the office, answers phone calls, returns calls with information needed, and finds time to make a connection with a welcoming and pleasant approach consistently. It is highly recommended that you call Wilmot Financial Services and make an appointment to find out for yourself what immediately trusting your financial advisor feels like. Joanne I

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Reply from Wilmot Financial 2025.05.30

Thank you so much for your 5-star review Joanne—we truly appreciate your kind words! We strive to provide that same level of attentive, professional service to all our clients, every step of the way. It's always rewarding to know our efforts are making a difference.

Denise Cannon 2025.02.23

     

We have been clients of Wilmot Financial for a short time however have quickly come to realize that making the change to them was a very smart move. Del and Susanne have been a pleasure to work with. They are very friendly, knowledgeable and are all about service. Every question that we had, has been answered both promptly and thoroughly. We would definitely recommend them to anyone who is looking to simplify their financial issues! The Cannon's

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Reply from Wilmot Financial 2025.02.24

Thank you, Cannon family, for your kind words! We're thrilled to hear that we have been able to help simplify your financial planning and provide you with the level of service you deserve. It’s our pleasure to work with clients like you, and we look forward to continuing to assist with your financial goals!

Haley Winsor 2025.02.13

     

Jenna and Susanne were fantastic to work with! They guided me every step of the way, answering all of my questions with excellent communication. I highly recommend Wilmot Financial Services!

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Reply from Wilmot Financial 2025.02.13

We are so happy that we were able to help you through the process, we work very hard at providing excellent customer service to our clients. Thanks so much for the lovely recommendation.

Deb David 2025.02.04

     

I am very pleased and satisfied with the service provided to me by Wilmot Financial Services. I have found both Del and Susanne very friendly and easy to work with. They definitely take a personal approach with their clients which I appreciate. They have answered any questions I may have quickly and efficiently. I am a relatively new client to them and have never dealt with an independent financial advisor before and have appreciated all of their guidance provided. I look forward to continuing to work with them in the future.

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Reply from Wilmot Financial 2025.02.05

Thank so much for the kind review Deb, it is a pleasure to be working with you. It's so nice to hear that you feel at ease trusting us with your financial needs, we do work hard at providing sound financial advice and great customer service. Here's to many more years to working together.

Jessi Roo 2025.01.29

     

Have had nothing but good experiences. Questions are answered quickly, comfortable environment, and have been helpful in keeping my mind at ease. 100% would recommend to anyone!

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Reply from Wilmot Financial 2025.02.05

We are so happy that you have had a good experience in working with us. We are always happy to answer any questions you may have and keep you at ease with your decisions. Thanks so much for the kind review.

Shawna Patchett 2024.12.11

     

My experience with the entire Wilmot team was amazing! Jenna was great, she took the time to sit with us & made sure we felt comfortable and confident with all the information provided. Would highly recommend to anyone!

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Reply from Wilmot Financial 2024.12.12

Thanks for the wonderful review Shawna. We are glad that you were very happy with your experience with Jenna and Wilmot Financial Services. We work hard to make sure clients understand what they are purchasing and feel comfortable with their decision.

Chad Beacom 2024.12.11

     

Jenna is an exceptional insurance advisor! She’s knowledgeable, approachable, and goes above and beyond to find the best options. Highly recommend her services!

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Reply from Wilmot Financial 2024.12.11

Thank you so much for the kind review. Jenna does a great job keeping the clients needs in mind when looking at the life insurance options for them. We are so glad to hear that you had a great experience.

Tori Plantt 2024.04.26

     

Jenna & Wilmot Financial have been amazing to work with. They provide so much meaningful information and perspective. Jenna was quickly able to identify areas she could assist and help us to improve growth in our investments. Setting up an RESP was a breeze. I cannot recommend them enough!

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Reply from Wilmot Financial 2024.04.26

Thanks for the lovely review Tori, we are so glad to be able to help you both. It's a great compliment to hear that you feel at ease dealing with Jenna, we work very hard at providing a great client experience.

andrea ventura 2024.04.10

     

My sister recommend Wilmot to me, best decision ever!! They are professional , knowledgeable , and really smart!!! I have complete confidence in doing business with Del and Suzanne!!

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Reply from Wilmot Financial 2024.04.10

Thanks for your kind words Andrea, reviews like this are very much appreciated. We look forward to working with you for many more years!

Sam Ball 2024.03.27

     

Jenna, Susanne and Del have been great to work with! I am new to the FHSA account and they made the process very seamless. They provide excellent customer service and they are very knowledgeable. I look forward to continuing to invest with a great family company.

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Reply from Wilmot Financial 2024.03.28

That is so great to hear! We do try very hard to provide great Customer service to our clients. We look forward to working with you for many more years!

Renee Anderson 2024.03.26

     

Jenna and the rest of the crew at Wilmot financial were amazing when I was looking to open an FSHA. Jenna especially made the process so comfortable and easy, answering all my questions I had and making sure I knew what was happening every step of the way. I can’t recommend her enough, thanks so much!

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Reply from Wilmot Financial 2024.03.26

Thanks for the awesome review Renee. Jenna is doing an amazing job with our younger clients like you, making sure you understand the product and the process. Having a positive experience when you first start out in the world of investing makes all the difference. Thanks for your support!

Nicole Andrews: Mortgage Agent 2024.01.22

     

Jenna is #1 Jenna, is so easy to talk to ... down to earth and patient! If you have questions, want to make sure you are properly covered for any of the curve balls that life can throw, you want to talk to Jenna. Having a partner who listens to you - assesses what you need - and creates a program that makes sure you are protected is like winning the lottery!! If you call Jenna, let her know that Nicole sent you! :)

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Bruce Weagle 2024.01.20

     

Unfortunately our Financial Advisor passed away. So we did an extensive search to find a new advisor. After many many discussions with others and the Wilmot team we were finally found what we were looking for. Del first did a is it a good fit meeting and we were very impressed the the level of detail that himself and his team brought to the table. Then Del worked with us to gather all the information around our current portfolio assets and current income streams and really get a handle on what we had. From there Del put together a very comprehensive retirement plan for moving forward and investment strategy. This was critical for us moving forward into retirement and it was done magnificently. I would highly recommend Wilmot Financial Services as they do way more than just sell you mutual funds.

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Reply from Wilmot Financial 2024.01.24

Thank you Bruce and Claire for the amazing review. We do appreciate that the process to find a new advisor can be difficult and challenging, we are so happy that you chose to deal with Wilmot Financial Services. We hope that the transition was easy for you both, our goal is make that as "uncomplicated" as possible. We look forward to building that relationship with both of you in the coming years.

Andrew Boucher 2024.01.05

     

Jenna, Susanne and Del are amazing! I am very new to the FHSA and they have made the process very easy. Coming from a family business, I feel safe investing with them. Great family, great company.

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Reply from Wilmot Financial 2024.01.16

Thank you for that review Andrew, we sincerely appreciate it. It is awesome to have that "Family Business' connection in common, and the understanding about looking after your customers, which is so important. We are looking forward to working with you and your family.

Kirsten Merrifield 2024.01.03

     

One word. PHENOMENAL. Jenna + the Wilmot team have been an absolute godsend throughout the entire process of setting up my TFSA + FHSA. Not only are they extremely knowledgable, they consistently go out of their way to provide exceptional customer service. Thank you Jenna, I look forward to working with you in the future!

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Reply from Wilmot Financial 2024.01.03

Thank you for the amazing review Kirsten. We appreciate your business and the trust you have placed with us for your financial needs. Jenna has really enjoyed working with you to get everything set up for you.

Marsha Sealey 2023.08.24

     

Del, Susanne and Jenna offer a wonderful hometown financial experience and are a business who treat their clients like family. They offer a wealth of knowledge, experience and kindness and cater to the individual needs of their clients. I especially love their patience and interest in educating their clients so they can understand parts of the financial world around them. I highly recommend!

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Reply from Wilmot Financial 2023.08.25

Thanks Marsha for the lovely review. we work hard at making our clients feel at ease with their financial decisions...we are really glad that you do as well!