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

Wishing you all a happy Family Day! We hope you're all enjoying this beautiful sunshine! 😎 - The Waltons ... See MoreSee Less

What do you call someone that is happy on a Monday?
Retired.

Let's talk about your retirement goals.

www.waltonfinancial.ca
705.733.5200
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Looking for something to do this Family Day?

Check out- Free Skating at the Holly Rec Centre Feb 20th from 1-3pm Hosted by our MPP!
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Now we certainly cannot say chicken is boring with these flavours!! A little share to help give the meal planning a fun boost! ... See MoreSee Less

Thank you for choosing Walton Financial Group for your financial planning needs. We are grateful for our amazing clients whom are dedicated to making preparations for their future.

We are a full financial planning firm to help you navigate the many Life Events that we are faced with, even when it's unexpected.

Visit our website to see how are services may be helpful for you and your loved ones.

www.waltonfinancial.ca
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When a spouse or parent of young children passes away, the surviving spouse and/or the children may be entitled to government benefits. Please find below links to various information sources and applications involving the Canada Pension Plan program and the notification of death regarding Old Age Security. Your advisor can help you with this process.

CPP Application for Child's Benefit
(http://www.servicecanada.gc.ca/fi-if/index.jsp?app=prfl&frm=isp1400&lang=eng)

CPP Death Benefit Application
(http://www.servicecanada.gc.ca/fi-if/index.jsp?app=prfl&frm=isp1200&lang=eng)

CPP Survivor Benefits Application
(http://www.servicecanada.gc.ca/fi-if/index.jsp?app=prfl&frm=isp1300&lang=e)

CPP Survivor Benefits
(https://www.canada.ca/en/services/benefits/publicpensions/cpp/cpp-survivor-pension.html)
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This is how Brad Walton and family make the most of yesterday's crazy weather... anyone else play or stay cozy indoors? ❄🎿 ... See MoreSee Less