“the professional financial management services provided by Bradley Walton of Walton Financial are next to none”
As a Chartered Accountant, I advise my clients to seek the advice of professionals in the appropriate specialty related to their specific needs. When it comes to investments and insurance, the professional financial management services provided by Bradley Walton of Walton Financial are next to none.
Aaron Rumley, CA, CPA(US), CFE - Rumley & Associates
“we have made several referrals to Walton Financial, confident in the fact that Brad would impress in a relaxed, pressure-free manner”
My wife and I began dealing with Brad Walton a number of years ago and have developed a very solid working relationship during that period. At the time, we were looking for direction on our personal finances, looking ahead to the day when my company pension plan would become accessible and in need of some solid direction. Brad worked very hard on our behalf and, as my wife and I transitioned into retirement, he has continued to make sound financial recommendations on our behalf, ones that will be beneficial to us in both the short and long term. Along the way, we have made several referrals to Walton Financial, confident in the fact that Brad would impress in a relaxed, pressure-free manner. He did not disappoint and has successfully added to his client base as a result. We look forward to moving forward with our retirement plans and feel reassured that we have Brad and his team helping us make prudent financial decisions along the way.
“he describes available products and financial strategies in a straightforward and understandable way”
Whether you are deciding to seek the advice of a financial planner, or even deciding whether you need one, trust is in your financial planner is paramount. Ruby and I trust Bradley Walton! Ever since we met this dynamic individual, our trust in him has benefited us greatly to the point that we have encouraged our children to meet him and engage his services for their own financial planning. Bradley is considerate, patient, very knowledgeable and not pushy. He describes available products and financial strategies in a straightforward and understandable way that will make you feel confident that he is assisting you in attaining your goals for future retirement or to assure financial stability should unexpected illness or family tragedy occur. We highly recommend Bradley and the company he represents. He will always have your best interests in mind and he will work hard for you. He has demonstrated his quality work ethic for us and we know you will be impressed how hard he will work for you!
Frank Ryder, Retired Chief Superintendent - Ontario Provincial Police
“the staff at Walton Financial Group Inc. are very knowledgeable, professional and cater to your personal and company needs”
Our company found Bradley Walton in early 2005 while searching the web for a company benefit package. Bradley presented us with several carriers and helped us decide which carrier would be the best for our organization. On a regular basis, Bradley continues to provide competitive analysis to ensure our company receives the best coverage for our staff. Bradley also provided advice regarding my father’s estate, my personal investments, life insurance policies, and children’s trust funds. We have benefited greatly from Bradley’s wealth of knowledge and expertise. The staff at Walton Financial Group Inc. are very knowledgeable, professional and cater to your personal and company needs. I consider myself very fortunate to have found Bradley and his team and look forward to working with him and his team in the future.
Sonia Pedersen, CGA - V.P. Finance, HR.com Limited
“we highly recommend his knowledgeable services”
We have enjoyed many years working with Brad Walton as we plan our financial future. We have benefited from his expertise many times over and the personal attention he has given us far exceeds our relationship with our own bank. Brad has made planning for our retirement an exciting journey and we highly recommend his knowledgeable services.
Don & Tracey Merrifield - Barrie, ON
“Brad’s product knowledge and financial expertise have been crucial for the proper planning for my retirement and needs in any unforeseen illness or accident”
I have been a client since 2001. My first transaction was the transfer of pension funds from a former employer. Since then, I have included in my portfolio, Life Insurance, Critical Illness and additional RRSP’s with monthly contributions. Brad’s product knowledge and financial expertise have been crucial for the proper planning for my retirement and needs in any unforeseen illness or accident. His absolute integrity and people skills have made creating a portfolio rather enjoyable.
Sue Hoover - Beeton, ON
“Brad’s ability to actually listen to what my company needed and use that information to provide accurate and professional recommendations is what sets him apart from anyone else in his field”
Over the last five years Bradley Walton and I have developed our business relationship. Most recently my company has used his services to acquire a benefit package for our senior employees. Brad’s ability to actually listen to what my company needed and use that information to provide accurate and professional recommendations is what sets him apart from anyone else in his field. I anticipate a long relationship with Bradley as he always seems to exceed my expectations.
Chad Wilton, Franchisee - Bulk Barn #526 & #555
“it has been a pleasure working with Bradley Walton and his team”
It has been a pleasure working with Bradley Walton and his team. Each business has specific requirements which need to be addressed in order to meet the needs of its management team and staff. Brad was very good at listening to those needs and putting together a package that offered the different levels of coverage we wanted for our staff. Enquiries are always handled promptly and professionally and I look forward to working with Bradley in the years to come.
Kimberly Viney, Owner - Hardwood Hills Nordic Ski and Mountain Bike Centre
“catered to my every need, in a friendly professional manner”
As a small business owner I need to have all of my bases covered. Walton Financial Services has catered to my every need, in a friendly professional manner. Whether it is RRSPs, disability or life insurance they have explained everything in easy to understand terms and have got me well on my way to financial success today and in the future.
I wouldn’t think of investing my money with anyone else.
Craig Emms, Owner / Operator - Ace Tournament Services