Our Team From Fergus, Ontario In Beautiful Centre Wellington
At Wilmot Financial Services we've become very good at helping our clients identify and fill the financial "gap" that usually exists between where they are right now and where they’d like to be in the future. We are enthusiastic about finding ways to help each client achieve a greater level of financial success that comes from a well-designed financial strategy.
Our clients tend to be from the middle and upper-middle income segment of Canadian society and so are we, therefore, the insurance and investment products that we recommend are often those that we own ourselves, or that we would recommend to our friends and families We are gratified and humbled by the number and quality of referrals that we receive from satisfied clients.
In today's busy world, our clients also appreciate that we provide the option of in your home/office service or we can meet in our office in downtown Fergus, Ontario.
Del has been involved in the financial services industry since 1992. He specializes in personal financial strategizing with an emphasis on "pay-cheque protection" strategies, retirement and investment planning, wealth preservation and estate protection. Del serves a varied client base that includes successful professionals, business owners and their employees.
As a Financial Advisor, Del takes great pride in the fact that he is not dictated to by any particular Mutual Fund or Insurance company. This arrangement allows Del to offer his clients innovative investment and insurance solutions from a very broad selection of companies. His focus is always on helping his clients make the best decisions with their financial resources.
During his career in the financial services profession Del has made a commitment to hard work and superior service. Through consistent effort and a reputation for thoroughness, common-sense advice and excellent service, he has built a solid client base and has expanded his business through many referrals from satisfied clients. Del believes in establishing long-term relationships that are mutually beneficial and built on the highest levels of trust, integrity and service.
Del resides in Fergus, Ontario with his wife, Susanne, and their two children. Leisure time is spent with family, playing a bit of guitar, turning out projects on his Scroll Saw, and golfing when he gets the chance (which isn't nearly often enough!).