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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Testimonials

Vishal Gogia
Vishal Gogia
18:54 03 Jan 20
I had the great pleasure of being a co-op student at Walton Financial Group Inc where I was mentored by Brad Walton. I learned how important financial planning is to a brighter future. Brad went into detail about the four cornerstones of financial security: liquidity, living benefits, retirement planning, and estate planning. He explained to me that his job doesn't just involve investing money into different funds and accounts, but also focuses on wealth protection and financial security by preparing plans for clients to view their best options. I had the opportunity to see sample plans and saw how much dedication, effort, and care Brad puts in to each clients portfolio to ensure maximum returns and financial success. I learned about the different accounts where you can invest money such as the following: Open Account, TFSA, RSP, and LIRA. I got to see the tools and resources he utilizes to create elaborate plans for each of his clients. I appreciate Brad Walton for taking the time to teach me and allow me the experience to see what he does for a living. I would highly recommend this company to anyone who is looking to secure their financial future.
Kim B
Kim B
12:47 30 Dec 19
We have dealt with Walton Financial for many years. Extremely professional with excellent results.
Nabila Sabir
Nabila Sabir
03:14 30 Dec 19
Professional, Efficient, Knowledgeable and Customer Focus.Great Team! Putting their Clients needs first and providing tailored solutions that are best suited.Highly recommend!
Ryan Buchanan
Ryan Buchanan
20:35 29 Dec 19
I can't say enough about the experts at Walton Financial. As a newly self employed professional, retirement planning is crucial. Brad created a detailed plan to secure away what I will need to make retirement possible. Walton financial has definitely put me and my family on the right track to manage our resources and get ahead. Make an appointment today, don't wait!
Steve Gleeson
Steve Gleeson
15:18 29 Dec 19
Walton Financial is very professional, and puts clients first in everything they do. They truly care about your financial well-being and want you to reach your goals. Highly recommend!!
Kevin Lehman
Kevin Lehman
15:11 29 Dec 19
We depend on the Walton Group to keep us on track with our investments. We are very happy with the experience. We also have enjoyed the Groups support with sponsorship for our annual golf tournament.
Nathalie Rivard
Nathalie Rivard
15:00 29 Dec 19
We joined the Walton Financial group 3 years ago. The research conducted on our financial picture was very thorough. We were given sound advice to consider. This advice is tailored to our particular family situation and may not necessarily be the best option for all. Without the Walton Financial Group's guidance our future plans would not be as promising. Thank you for your patience and dedication in educating your clients.
claire minns
claire minns
14:17 29 Dec 19
My parents trusted Brad and his team with their investments for as long as I can remember, so the decision came easy for us to do the same. Brad is real, trustworthy, accommodating and demonstrates integrity. He is a pleasure to work with, and it is quite evident that his staff loving working with him too. I would recommend Brad with full confidence to any family or friend in the Barrie area. Thanks, Brad!
Carol MacDonnell
Carol MacDonnell
00:17 29 Dec 19
We have been with Walton Financial for several years and from our first day the service and attention to detail has been outstanding. Brad and his team are a pleasure to deal with and have provided excellent money management advice.
Big Brothers Big Sisters of Barrie & District
Big Brothers Big Sisters of Barrie & District
17:12 23 Dec 19
For many years Walton Financial Group has given back to the community and been wonderful supporters of our organization in many ways. This long term relationship has benefited our little brothers and little sisters who receive our mentoring programs free of charge. We are grateful for the ongoing support of this heart centered business.
Chris Bisson
Chris Bisson
15:12 15 Dec 19
Experienced team, great to work with.
Trevor R
Trevor R
14:16 14 Dec 19
I have known Brad and his team for over a decade and when you invest with Walton Financial you can have full confidence your best interests are put first. That means they will invest your money where YOU have the best return not them or anyone else. Highly recommend if you want TRUE fierce independent advice which is your best bet for success. Thank you Brad.
Melanie Taylor
Melanie Taylor
18:39 13 Dec 19
Brad & his team are amazing professionals, who have provided my family with a comprehensive approach to our financial and retirement plans. We have been clients of Walton Financial for ten years & highly recommend to anyone looking for a full suite of financial planning and personalized investing to help meet your retirement goals.
Aaron Rumley
Aaron Rumley
14:57 12 Dec 19
Bradley and his team at Walton Financial have a pulse on the economy and really understands the business side. They take the time to developed a deep understanding of the business so they know where its been, where it’s headed and how to dramatically improve the success of our financial decisions. They provide individualized wealth management that fits each individual's needs. As far as advisors go, Bradley and his team are top notch!
Jon Watson
Jon Watson
12:39 12 Dec 19
Brad and his team are great to work with! I have been a client for a number of years and have been very impressed with my portfolio's performance. 5 stars!
Elizabeth Woodward
Elizabeth Woodward
00:19 12 Dec 19
Bill Robinson
Bill Robinson
13:53 27 Aug 19
My wife and I recently moved to Barrie and wanted to consolidate our RRSPs and various investment accounts with a financial planner in the area more accessible to us. We were referred to Brad Walton by a client of Walton Financial. In our first meeting with Brad, he listened closely to us and very quickly understood our situation and what we as a fairly recently retired couple were looking for. Brad recommended a plan tailored to our needs and provided lots of information to assist in making our decisions. He took care of all the transfers of our various accounts making the process very painless for us. Brad has met with us several times, provided answers to all of our questions and has made us quite comfortable with our decision to go with him as our financial planner. Oh, and the cookies are great too!
Danny L
Danny L
19:40 17 May 19
Ezzmann
Ezzmann
13:28 16 May 19
Randi Fisher
Randi Fisher
10:31 11 May 19
Being a young person in Society(under 25) it’s hard to find a company to take you seriously, especially when it comes to money. Brad sat down with us and took the time to explain the benefits of our options. He was also honest when it came to things we didn’t need because of our lifestyle. What may work for a teacher may not be our best option because of our high risk jobs. If your young and overwhelmed about your future finances/insurance/life plans, don’t put it off! Go and see Brad!!
B Walker
B Walker
01:54 07 May 19
Knowledgeable, Trustworthy and Friendly are just a few words to describe Bradley Walton and Team. I have been a extremely satisfied client for many years. You can always count on Bradley for sound financial advice. He is thorough with his recommendations and account reviews. I have recommended Bradley to friends and relatives without hesitation, because of his superb service and great track record!
Shannon T
Shannon T
23:13 02 May 19
Danielle Blair
Danielle Blair
18:36 28 Mar 19
The most unique quality of Walton Financial is the time and care Brad and staff take in working with you to meet your financial needs and goals. From regular email communications to time in office, we are given exceptional support in understanding and navigating the often complicated world of investments and insurance. Walton Financial has helped us reach our retirement goals and has provided us with flexibility depending on life circumstances. Well researched options presented, always meet our individual needs and position us for maximum protection and gain. Brad Walton and team have helped us through some challenging situations and made us feel like family. The warm cookies after each visit are a bonus!
Jeannie Wilson
Jeannie Wilson
17:39 28 Mar 19
Greatly appreciate Bradley's willingness to work with a neophyte investor with a small-ish portfolio and a conservative bent. Many would not consider it worth their time and expertise to teach someone like me about investing. Thank You!
Sonia Pedersen
Sonia Pedersen
04:06 27 Feb 19
Bradley Walton has been our financial advisor for over 15 years. He is very knowledgeable, thorough and professional. He often suggests new products and strategies to suit our current situation. He was instrumental in assisting us in aligning our father's estate to minimize taxes. We have recommended him to family and friends and will continue to do so.
Ashley Watson
Ashley Watson
18:43 25 Feb 19
Brad and his team are great to work with! 5 out of 5 stars!
sarah c
sarah c
16:18 13 Feb 19
I have had amazing customer service and knowledgeable advice from the first moment I sent an email enquiring about what services Walton Financial could provide me. Bradley is extremely intelligent and I trust without a doubt what he tells me to do with my life savings! Everyone that works at Walton Financial are beyond friendly and seem to be a part of a great team. I receive beautiful cards for all occasions and I can't forget to mention the freshly baked cookies upon arrival at their office!!! I highly recommend this company - No hesitation whatsoever
Joshua Lemon
Joshua Lemon
18:40 12 Feb 19
Great service, very friendly and welcoming environment the moment you walk in. You will never feel rushed and are given detailed descriptions. Highly recommended!
Mathieu Tasse
Mathieu Tasse
17:37 07 Feb 19
The Bransons
The Bransons
23:13 06 Feb 19
Brad is a really,y nice person. He takes the time to explain all options and guides you through some very important financial decisions. He regularly reaches out and keeps you updated on your account status and his door is always open. I highly recommend him.
Brian Pringle
Brian Pringle
15:13 06 Feb 19
I've been a client of Walton Financial for 12 years. My investments were basically a lump some to carry me through my retirement years. I am not a hands on kind of person with investments so have Walton Financial manage my portfolio with regular consults with me. I am quite pleased with my returns over the years. It is a pleasant feeling to see how much of my investments I've spent over those years then note the large percentage recovered to my account due to those investments. No complaints.
Debbie Jensen
Debbie Jensen
20:08 31 Jan 19
The entire staff is very professional and friendly. Amazing service!
Jamie Renaud
Jamie Renaud
12:25 31 Jan 19
Brad and his team provide excellent service. I highly recommend his team!!!!
Richard Pellarin
Richard Pellarin
10:39 31 Jan 19
We got to know Bradley when we moved to Barrie and switched over our life insurance with him. Since then he has been our go to guy for life insurance, TFSA and RRSP funds. Bradley is the most approachable individual who keeps us posted on our funds and leave us with the feeling that our money is secure , even in the low times. I would highly recommend Bradley to anyone who is looking for a professional, knowledgeable and great investment company. P.S. The warm chocolate chip cookies are a bonus!!!!
Alison Walmsley
Alison Walmsley
03:18 31 Jan 19
After doing some research I decided to book an appointment with Bradley at Walton Financisl Group. Bradley truly knows his stuff when it comes to investments! My goal is to retire in 10 years and I certainly wasn’t on track. I wanted somebody independent who I could trust. I found my guy! His knowledge blew me away. Bradley gave me lots of guidance, especially some great ideas on how I should invest being self employed, what returns I’m likely to see and a clear plan of the future. He helped me narrow down the important parts to protect my future and other areas I won’t need to be so concerned about further down the line. My fiancé and I have had several appointments now and I find Bradley to be very thorough, making sure the time is spent to explain everything in great detail with excellent transparency. He has integrity, professionalism and a passion for his work.
Moon-Killer17
Moon-Killer17
01:09 31 Jan 19
Brad’s professionalism and guidance has me on the correct path to a healthy savings for retirement when the time comes
Sarah WILTON
Sarah WILTON
22:59 30 Jan 19
We started our relationship with Bradley 17 years ago. We have since grown our family and businesses and wouldn’t trust anyone else with our financial portfolio. Brad and his team are professional and knowledgeable and are able to keep up with our changing needs. We would not hesitate to recommend Walton Financial Group.
Amber Gillie
Amber Gillie
22:20 30 Jan 19
Everyone at Walton Financial makes me feel welcome whenever I visit. They are professional, friendly and they really know their stuff!Thanks Brad!
Angela Brooks
Angela Brooks
22:07 30 Jan 19
I have been with Walton Financial since inception. Brad is very thorough; he updates and makes recommendations for changes regularly. I feel very confident in my investments with Brad managing my portfolio. The staff at Walton Financial are very pleasant as well. Walton Financial is the team, and I am pleased to have them on my side.
Sherry Marsh
Sherry Marsh
20:58 30 Jan 19
After entering a second marriage Brad helped us sort through and plan our financial future together. 12 years later, we are well on our way to a promising retirement together.
Karen Ann Rothenburg
Karen Ann Rothenburg
20:55 30 Jan 19
Professional and timely response to my enquiries.
DJ LLAMA
DJ LLAMA
22:20 29 Jan 19
Bradley was very helpful, knowledgable and able to answer all of our questions. We are positive our experience with the Walton Group will continue to be productive and beneficial. I recommend them 100% for your financial needs.
Jeremy Richter
Jeremy Richter
21:29 29 Jan 19
After a terrible experience with a wealth advisor at a large financial firm, I decided to reach out to a friend for advice. After my first meeting with Mr. Walton I knew right away his firm would be a perfect fit for my family’s financial future. His knowledge and professional process is so current and enjoyable it makes the big banks look small. I would definitely recommend Brad Walton and his excellent TEAM (Joyce, Linda, Nasim) for all investing and insurance needs. Regardless of what you do for a living, everyone needs a financial plan for the future. The Walton Financial Group will definitely take care of that. Jeremy Richter
Renee Johnston
Renee Johnston
20:15 29 Jan 19
I have known and worked with Brad for the better part of 10 years. He has always provided excellent financial and insurance advice that always includes multiple options and scenarios. The entire staff are conscientious and professional and you are greeted with the most delicious chocolate chip cookie — need I say more?!
Dan Thorne
Dan Thorne
18:50 22 Jan 19
Bradley has been so great to deal with. My wife and I have a young family and we really needed help trying to organize and plan for our retirement. Bradley and his team have taken us on board and provided us with some really helpful advice and tips; things even our parents didn't know! Bradley really took the time with us to explain the hows and the whys which really helped clarify things for us. We had tried to do things the best we could in the past and made the best decisions we could with the information available to us at the time. Bradley helped review everything from our RSPs, RESPs and even our life insurance to make sure we had the best setup possible.We really feel that we are in good hands now and we can finally relax and know that our future is safe and under control. Thank you Bradley and Team!
Lee Large
Lee Large
17:14 04 Oct 18
My late husband and myself began a relationship with Brad Walton many years ago and developed a good working and personal relationship with him and his firm. Brad has always looked after our best interests from the first time we started investing with him through to retirement, and now beyond. He has always explained everything in a manner that you can understand. Consequently we were in good shape financially upon retirement. I would certainly recommend Brad as he is very attentive to your needs and goals. L. Large
Alex Kostik
Alex Kostik
16:25 18 Sep 18
Been with Walton Financial for around 10 years. Everyone has been very helpful, attentive, and focused on my savings goals. I would highly recommend them to anyone wishing to grow their savings with a focus on your personal needs.
brenda swan
brenda swan
19:29 21 Aug 18
It has been a much successful venture for our much awaitedretirement , with the caring expertise from Brad Walton and Walton Financial . He has accepted and assisted the "ordinary man" so to speakSincerely Brenda Swan and Paul Beaulac
Carol Crawford
Carol Crawford
19:14 21 Aug 18
We have been with Walton Financial for at least 10 years . They have strong professional ethics and values . We are well cared for giving us peace of mind , and we would highly recommend them to anyone.
Rob Flack
Rob Flack
12:20 17 Aug 18
Amazing professional trusted service. My wife and I confide our finances to Curtis Johnstone at Walton Fiancial. He is knowledgeable, dedicated, networked, and down to earth. He has recommended many reliable services over the years, including iinveatments, insurances, mortgages and accounting. We appreciate his straightforwardness, his quick responses, his availability and above all, his expertise.
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