Wilmot Financial Services

We are so honored to win the Elora Fergus Today Reader Favourite award, for the 2nd year in a row. We can't thank our wonderful and valued clients enough for helping to make this happen! #elorafergustoday

We are so honored to win the Elora Fergus Today Reader Favourite award, for the 2nd year in a row. We can't thank our wonderful and valued clients enough for helping to make this happen! #elorafergustoday

Did you know that there are millions of Canadians who either don't have enough life insurance coverage or no coverage all together. There's no time like the present to look into financially protecting your family - we'd love to help you. info@wilmotfinancial.ca WilmotFinancial.ca 519 787 4627

Hot of the press! Del is gracing the cover of the August issue of the The Grand River Booster Magazine, sharing personal stories & talking about how, after 32 years as an advisor, his passion to help others has not waivered. Grab your copy or ask us for a one today! #wilmotfinancial #centrewellington #boostermagazine

Have any of these life events happened to you? Purchasing a home, rental property, or cottage Getting married Birth of a child, or grandchild Ownership of a business Newly acquired debts Enhancing financial security, using life insurance, should be a top priority when a life change occurs. Ask us about our simplified process, we are here to help!

There are numerous reasons why having a Will is beneficial, so here are 3 to consider if you don't have a Will: 1. Ensures your wishes are honored. 2. Helps reduce or avoid family disputes. 3. Streamlines the legal process, saving time and money. Wills are often over looked but play such a critical role in a financial plan. Reach out today to learn more about the benefits of having a Will. info@wilmotfinancial.ca WilmotFinancial.ca 519 787 4627 #legacyplanning

Want to make the most of your income tax refund? Here are a few couple ideas to consider: -Pay down outstanding high-interest debts/ loans -Contribute to your RRSP and/or TFSA (I can help determine what makes sense for you) -Increase Financial Security for yourself and loved ones...Purchase Life Insurance and Critical Illness Insurance Ask us how we can help, let's chat! info@wilmotfinancial.ca WilmotFinancial.ca 519 787 4627 #incometaxrefund

Choosing the right executor for your Will is a crucial decision, they are responsible for ensuring your final wishes are carried out. It's essential that you select someone that you💯 trust implicitly. ⁉️ What if you don't have anyone that could be an executor to your Estate? What do you do? ⭐️There is a local company that can act as an Executor to your Estate, or they can help your appointed executor through the complex process. Reach out to us and we can help you get started with that. #executor #estateplanning #financialplanning

Had some fun volunteering yesterday - no one told me how hard it is to decorate cookies! Make sure to grab your Smile Cookie today and support a great cause. #SmileCookieWeek