synonymous with financial independence

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 security advisors helps 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.

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Business Services

Walton Financial is a one-stop resource for smart business owners. While no two clients are identical, they do have one thing in common: They all strive to make smart business decisions.

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Latest News

Fresh off the press... Fri-yay! Post your weekend plans 👇🏼 #weekend #friyay ... See MoreSee Less

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We have likely been touched by someone who’s been impacted by a life altering illness. While it is difficult to think about, it’s important to know how to prepare financially should the unthinkable happen to you. Speak with one of our advisors to help you navigate how Critical Illness insurance can help. Listed below are covered conditions:

Aortic surgery

Aplastic anemia

Bacterial meningitis

Benign brain tumour

Blindness

Cancer (life threatening)

Coma

Coronary artery bypass surgery

Deafness

Dementia, including Alzheimer’s disease

Heart attack

Heart valve replacement or repair

Kidney failure

Loss of limbs

Loss of speech

Major organ failure (on waiting list)

Major organ transplant

Motor neuron disease

Multiple sclerosis

Occupational HIV infection

Paralysis

Parkinson’s disease and specified atypical parkinsonian disorders

Severe burns

Stroke
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A little Snowbird checklist for those migrating south for the winter. 😎☀️
http://www.snowbirds.org/CSADownloads/csa_travellers_checklist_en.pdf
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#thankfulquotes #mindtheminimal #unsquares #documentyourdays #seekthesimplicity #negativespace #snowbirds #our_everyday_moments #jj_indetail #shotwithlove #thehappynow #thepursuitofjoyproject #thatauthenticfeeling #the_sugar_jar #jj_nosquares #thephotographerwithin #rsa_minimal #hiyapapayaphotoaday #clickmagazine #click_vision #snapmaven #tv_simplicity #dearphotographer #tv_minimal #jj_minimalism
#lightinspired
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When we think of saving for retirement, we may picture travel, golf, winters where it’s sunny and warm. We don’t think about the unforeseen expenses like needing a new roof or replacing an old car. Don’t let these bills take over your freedom. Plan ahead. #retirementplanning #goals #longterm ... See MoreSee Less

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Gets skis shined up. Grabs stick of juicy fruit. Patiently waits for winter. ❄️😎🎿 if you can’t beat it, join it. Any other skiers feeling the excitement? #skiseason #wethenorth ... See MoreSee Less

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Time has wings. Before you know it, the kids are headed to college/university. There are benefits of contributing to an RESP (Registered Education Savings Plan). www.waltonfinancial.ca or contact us to learn how 705.733.5200 ... See MoreSee Less

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Remembering this day and everyday those who have laid down their lives in the line of duty and the men and women who continue to put their lives at risk for our freedom. Thank you. #rememberanceday #lestweforget ... See MoreSee Less

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