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We Are Walton Financial Group Inc.

Barrie Financial Planners and Advisors Helping You to Create your Financial Independence

We are Financial Professionals located in Barrie who work with clients all over Canada to help them fulfill their financial goals. Our team of experienced Barrie financial planners are committed to your financial success.

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Integrated Planning For Entrepreneurs

We work with business owners to integrate their retirement and estate planning goals.

You Come First

Advisors who have no outside incentive, so they’ll always put your interests first.

Financial Education

An educational approach to the complex financial world. We keep you informed through regular meetings and consultations

Partnership

We work in partnership with you towards your end goal – a happy, successful, simplified financial life.

Who We Are

Full-Service Barrie Financial Planners & Investment Advisors in Ontario

7

Financial Professionals

120

years of combined experience in financial services

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.

  • Decades of Experience
  • Industry Experts
  • Full Service Planning

What We Do

Our Financial Services

At Walton Financial Group, we offer a broad range of financial services to both businesses and individuals. From top-performing investment and savings solutions, to retirement income, life insurance, and estate planning. Let us help you establish a customized plan that aligns with your financial goals.

Here are some of the services offered by our financial planners and independent financial advisors:

Barrie Financial Planner

Overview

Together with you, our professional financial planners will devise a roadmap of steps that will help you achieve your short- and long-term financial goals. They will carefully review your current affairs, discuss your financial goals, and make sure you are on the right path to success.

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Financial Advisor Services

Overview

Our professional financial advisors will be happy to help you manage your money, whether it entails planning for retirement, saving for your children’s education, or minimizing your tax expenses.

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Estate Planning

Overview

Our expert estate planners will help you to navigate through complicated family dynamics and complex legal arrangements to ensure that you and your loved ones have the adequate financial security, and minimize taxes after you’re gone. Estate planning can be more complex when you have a blended family, secondary property or a business.

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Retirement Planning

Overview

It’s never too early to start planning for your golden years! At Walton Financial, our retirement planners will guide you through the complexities of “thinking ahead”, - from identifying your current income sources, to developing a savings program and managing your expenses and financial assets.

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Additional Financial Services

Who We Work With

Professionals

Pension Commutation, Integrated planning and Risk Management.
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Corporations

Group Benefits, Corporate Planning, Investing and Succession.
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Individual Investors

Wealth Accumulation, Retirement Planning, Risk Management and Diversification
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Business Owners

Group Benefits, Group Retirement Savings, Living Benefits, Risk Management and Integrated Retirement Planning
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Solutions For Your Future

Products & Strategies

Pension Commutation or Transfer

Are you leaving a job with a defined-benefit pension plan? If so, you can either leave your pension funds where they are, transfer them to a new plan, or “commute” them into a lump cash payout. Whatever your choice, our financial planners and advisors will be happy to help.
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Registered Education Savings Plan (RESP)

A Registered Education Savings Plan is an excellent way to start saving for your child’s future post-secondary education. As such, with an RESP, you can benefit from tax advantage, receive the Canada Education Savings Grant, and minimize your child’s future financial burden associated with student loans.
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Investment Advisor Services

Are you looking for ways to make your money work for you? Our registered investment advisors in Ontario can help you analyze your investment goals and find the right mix of securities for your personalized investment portfolio.
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Segregated Funds & Mutual Funds

While mutual funds and segregated funds have a lot in common, they are not quite the same. At Walton Financial, we can help you understand the differences between the two and find the right fund to invest in.
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120
Years of Combined Experienced
32925
8
Trusted Team Members

Overview

Business Services

If you are looking for a full service planning firm for all of your business financial needs, look no more! Our business specialists at Walton Financial can help you plan out your finances, open corporate investment accounts, find the right group benefit plans, and so much more.

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Overview

Employee Benefits

Employee benefits include anything offered to employees in addition to their base salaries. From healthcare insurance, dental and group retirement savings plans, we can help you find just the right package to offer to your team.

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Our Team

We Are Dedicated

Brad Walton CEA, RHU

Founder / President

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Jeff Cook QAFP

Financial Planner, Investment Representative

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Curtis Johnston CEA, RHU

Senior Account Executive, Investment Representative

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Phil Rayson CFP

Financial Planning Consultant

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Dana Walton

Director of Brand and Marketing

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Rosanna Lena

Executive Assistant

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Sandy Walsh

Executive Assistant

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MEET THE TEAM

Prepare for the Future

Our Insurance Offerings

At Walton Financial Group we offer a broad range of risk management products for every stage of life.

Life Insurance

Overview

If you are looking to protect your loved ones from financial struggle, or enhance your estate, we can help. Whether you are looking to purchase universal, whole, or term life insurance - or simply wish to explore your options - we can help.

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Mortgage Life Insurance

Overview

Mortgage life insurance is a specialized term life insurance policy that covers mortgage debt and expenses in the event of one’s death. When you purchase mortgage life insurance, you can protect your family from financial burden associated with mortgage payments.

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Disability & Critical Illness Insurance

Overview

Are you worried about losing your stream of income in the event of disability or critical illness? Are you concerned with potentially rising healthcare costs? In that case, disability or critical illness insurance might be the right choice for you.

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Corporately Owned Life Insurance

Overview

If you are a corporate business owner you have the ability to own and pay for insurance on yourself, and key employees. Learn about the benefits of owning polices corporately vs. personally.

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Overview

Group Benefits Insurance

Business with 5 lives and up can qualify for benefits. Customize a plan to reward and retain your employees. Healthier employees reduce turnover and absenteeism

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We Are Trusted

Client Feedback

Have Questions?

Get Advice From Ontario's Best Financial Planners and Advisors

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