Wilmot Financial Reviews

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!

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!!

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.

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!

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.

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.

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!

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!

Jenna made getting insurance painless and such an easy process, and with such a friendly, outgoing personality made me not dread talking about it. Would highly recommend working with Jenna as she knows how to cover your needs!!

“ Del and Susanne were very warm and inviting and have always made us feel welcome right from the start. Over the last few months we have made several changes in our life, including insurances, investment and our mortgage. Through the whole process everything has been organized, detailed and was delivered in very simple terms which was easy for us to understand. They have put our minds at ease for the future. Thanks to you both.” Gari and Rhonda D.

I am so happy with the service that is provided at Wilmot Financial! Del is so incredibly helpful. He is kind, patient and never makes me feel small or dumb. With the complicated world that is finances, Del takes his time to make sure that I understand everything necessary to succeed. I leave every meeting feeling heard and learn so much. Susanne is always such a wonderful help as well. She always takes such great care of me, keeping you on track and providing me with all of the information I need. A spectacular communicator over all!

The team at Wilmot Financial Services are friendly, efficient and knowledgeable. Del, Susanne and Jenna are all dedicated to ensuring they provide a great customer experience as well as ensuring you understand the product and services provided. I highly recommend Wilmot for financial and retirement planning services!

Del, Susanne and Jenna at Wilmot Financial Services Inc were really great to deal with. They were always easy to get hold of and setting up a meeting time was an easy process. Del helped us set up RRSPs, as well as sickness, disability and life insurance. Every step of the way was well explained and everything was clearly outlined to us. Del is a really nice guy as well as being extremely knowledgeable so all our meetings were easy going while still getting all we needed accomplished. We would wholeheartedly recommend Del, Susanne and Jenna at Wilmot Financial Services. David and Sara Mullen, Stratford, ON

I’m grateful to Del and the team at Wilmot Financial Services for helping to put my financial goals into focus. Their expert financial planning helped me put a plan in place for retirement and now I have greater peace of mind. Del came highly recommended to me and now I would recommend him to you.

Knowing about financial planning isn't easy but since we have been working with Wilmot Financial we know so much more about ourselves and what our future looks like. Del takes the time and is so patient in explaining the how's and the why's to the financial planning process. Everything from booking appointments with flexible times to making decisions is so easy. Del and Suzanne are absolutely fantastic to work with and I would recommend them over and over again.

My husband and I are new clients of Wilmot Financial Services, and could not be happier with our experience to date. Del never makes us feel rushed even though I'm sure our appointments run longer than the time he allotted. He has made us feel very secure in our financial decisions going forward. His support staff, Suzanne and Jenna are also very quick to respond to emails or calls and very welcoming in the office. Looking forward to a long term relationship with the company.

It has been an absolute pleasure to work with the Wilmot family! High character, high integrity, personable service and truly genuine people. Thanks for all you do for your clients :)

My husband introduced me to Del 20 years ago. Over that time both Del and Suzanne have been amazing. They have guided my husband and myself through many a challenge with our finances. It never matters the time of day or the questions we ask, they are always there to help and advise. We definitely recommend Wilmot Financial for all your financial needs.

Have been a client for many many years. We have relied on Del to help us through good times and bad times and trust in his advice and rationale for it. We have also recommended Del (Wilmot Financial services) to our friends who also his became clients. I and Mrs are thankful Del Has been here for us,