If you are like most wealthy Canadians, you likely have some investments, a TFSA, an RRSP, and notable savings set aside for a rainy day. And while with this typical setup, your money might be working for you, it could be doing so much more. Between taxes, fees, and missed opportunities, you don’t really get to enjoy your wealth - nor do you feel confident about your financial future.

Investors with $ 250,000.00 or more of household investable assets would most benefit from our services. If you want to learn how to effectively manage your money and you are looking for a financial planner and investment advisor in Ontario who you can trust, - look no further. At Walton Financial, a professional financial service company based in Barrie, we can help you do just that and beyond.