Financial Tools

Overview

We offer a variety of helpful financial calculators and tools centered on a personalized service of specialists that focus on a wide range of insurance and investment planning products including critical illness, disability coverage, estate planning, employee benefits and the effects of tax on your business.

Tools

Calculators

Investments

    Walton Financial will ensure your investment portfolio matches your risk tolerance and investment objectives. Will also may be able to help you with the tax-efficiency of your investments.

    • Mutual Funds are offered through mutual fund dealer Quadrus Investment Services Ltd.
    • Segregated Funds Policies
    • Guaranteed Interest Options: GIOs

Life Insurance

Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.

  • Term Life
  • Whole Life
  • Universal Life

Disability

Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.

  • Individual Contracts
  • Group Contracts

Critical Illness

A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

  • Permanent Coverage
  • Term Coverage

Group Benefits

Market Survey