Del Wilmot, CEA, EPC, MFA-P

Certified Executor Advisor, Elder Planning Counselor, Master Financial Advisor - Philanthropy, Wilmot Financial Services

About Del Wilmot

Del Wilmot is an Insurance & Investment Advisor, located in Fergus, Ontario.

His independent financial planning firm, Wilmot Financial Services Inc., has been serving clients since 1994. Del has a knack for simplifying the complicated. He has developed and refined a process that puts all the pieces of the financial puzzle together for his clients as their lives unfold and needs evolve. Retirement planning, estate & philanthropic planning, risk management (insurance) 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 and his firm give back to the community through various sponsorship initiatives as well as participation in a local Rotary Club, and the Centre Wellington Men Who Care organization that provides funds to local charities. He is passionate about helping his clients go from “success to significance” and to that end is also a member of the Canadian Association of Gift Planners (CAGP).

Del has been married to Susanne (who his also his business partner) for over 30 years. They are proud parents of two awesome young adults.

Typical Clients

Clientele consists primarily of successful professionals, entrepreneurs and business owners who aspire to financial independence and a “work optional” lifestyle. Many retirees also come to Del for retirement income planning and estate planning.