Walton Financial - Barrie's Expert Advisors in RRSPs, RESPs, TFSAs, Financial Planning, Group Benefits, Estate & Retirement Planning, Life Insurance & Tax Planning -

What we can do for you

With our head office situated in Barrie, Ontario, we are well positioned to service clients from all over Simcoe County including Collingwood, Orillia, Midland and of course Barrie. Our team of financial advisors, lawyers and tax planners help individuals, families and small business owners set long-term financial goals through managing risk as well as addressing solutions for investments, income protection, retirement and estate planning.

We offer London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages, in addition to a broad range of financial products including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) and TFSAs (tax free savings accounts) from other leading financial institutions. We have access to the specialists that focus on a wide range of insurance and investment planning products including critical illness, disability coverage, life insurance, estate planning, employee benefits and the effects of tax on your business.