Wilmot Financial Reviews

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

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!

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.

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!

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!

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

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