Margo Willmot

Life Insurance Agent

popup medal icon RIA: Certified

I have been working in the financial industry since 2000. I work with generations of clients in a holistic way, factoring in their short term as well as their long term needs. I am licensed with several life insurance companies and specialize in segregated investment funds. These investments are especially attractive for my older clients who are interested in estate planning due to Maturity and Death Benefit Guarantees and possible bypassing of probate.

I am passionate about Responsible Investments; it is so gratifying for me to work with clients who share my passion to take steps to make the world a better place for themselves and for future generations. Responsible investments apply negative screens as well as positive screens using shareholder advocacy to promote positive environmental, social or governance changes.

Segregated funds are offered by Financial Horizons Group, my Managing General Agency, Commissions, trailing commissions, management fees and expenses all may be associated with segregated investments. Please review the Information Folder before investing.

Services Offered in RI
  • Taxation planning
  • Investment management
  • Succession planning
  • Will & Estate planning
  • Insurance & risk planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Ontario