Our Experience
What Makes Us Different
The uniquely-diverse team of dedicated financial professionals is what lies at the heart of Walton Financials’ success. We strive to provide exceptional service, sound advice and deliver results.
Financial Planners Creating Your Financial Independence
Let's Discuss Your Finances
Experienced Financial Advisors in Barrie, Ontario
We take pride in managing and consulting with our client's on all their financial needs
Who We Are
Based in Barrie, Ontario, Walton Financial Group is a full-service financial planning company offering financial, insurance, and investment services to individual and business clients alike. Founded by Brad Walton in 2008, the company has quickly grown into the financial planning firm of choice for hundreds of clients across Ontario. Today, our comprehensive services include everything from retirement planning and financial guidance, to wealth management and investment advice, to various types of life insurance and beyond.
8
TRUSTED
TEAM
MEMBERS
Founder, Walton Financial Group
Bradley Walton
Investment Representative
Walton Financial Group is a Barrie-based financial services firm dedicated to helping professionals, families, and business owners build and protect their wealth. Founded by Brad Walton in 2008, the firm offers personalized strategies in retirement planning, tax-efficient investing, estate planning, and insurance solutions. With over two decades of experience, Brad leads a team committed to delivering clear, tailored advice grounded in trust, integrity, and long-term relationships.
The Main Objective
Our Mission
As a financial security planning organization, we want our name to be synonymous with financial independence.
Know the Difference
The Walton Financial Difference
Walton Financial Group is committed to delivering clear, objective financial and investment advice to help our clients reach their goals with confidence and peace of mind.
We employ integrated planning and strategic alliances.
We can work with your existing accountant or lawyer to collaborate on financial planning strategies.
Your financial success is our ultimate goal.
Our investment recommendations are based on unbiased analysis, with your well-being in mind.
We are constantly searching for improvement avenues.
We invest in continuous education for our team members to deliver a top-notch level of service, year after year.
Beginning to End
Our Process
When it comes to financial security planning, we like to follow a 4-step process to ensure the ultimate success.
Step 1: Discovery
Taking a snapshot of your overall financial picture.
First, we will carefully review your current situation. Then, we’ll focus on your goals and what you’d like to see happen in each of the four cornerstones of Financial Security. Understanding and laying out what your goals are is the most important step of successful financial planning. As such, we will dedicate our introductory meeting to helping you crystallize and define your financial goals.
First, we will carefully review your current situation. Then, we’ll focus on your goals and what you’d like to see happen in each of the four cornerstones of Financial Security. Understanding and laying out what your goals are is the most important step of successful financial planning. As such, we will dedicate our introductory meeting to helping you crystallize and define your financial goals.
Step 2: Analysis
Analyzing your financial goals and how to get there.
We will then analyze that information to determine whether there are any gaps between what you have in place today and what you want to happen in the future. Exploring what financial tools and plans are available is a crucial step to helping you meet your financial goals.
We will then analyze that information to determine whether there are any gaps between what you have in place today and what you want to happen in the future. Exploring what financial tools and plans are available is a crucial step to helping you meet your financial goals.
Step 3: Proposal
Creating a plan with step-by-step actions.
Next, we will develop a customized plan that will outline some specific recommendations to help you achieve your goals.
Next, we will develop a customized plan that will outline some specific recommendations to help you achieve your goals.
Step 4: Implementation & Review
Enrolling you in your personalized financial security plan.
Finally, it is time to get the plan working! As your situation changes, we’ll spend time together to help ensure that your financial security plan evolves with your goals.
Finally, it is time to get the plan working! As your situation changes, we’ll spend time together to help ensure that your financial security plan evolves with your goals.
What You Need to Know
Frequently Asked Questions
Developing a financial plan requires two preparation steps:
- Identify your income sources, calculate your total income for a certain period, and compare it with your total expenses. The expense list should include irregular expenses as well, such as vacations, car repairs, and holiday shopping.
- Make a list of all of your assets that can be used as retirement fund sources. This can include your RRSP, real estate, or other types of investments. Next, identify your current and future liabilities like mortgage payments or future caregiving expenses for your elderly parents.
As a result of this two-step process, you will receive the sum of your future expenses as a function of your currently-available assets that can be used to fund them. If you do not have sufficient assets to meet your retirement goals, there are certain steps you can take to get there before you retire.
Once you have an idea of where you want your financial journey to take you, you would need to plan concrete actions to get there. This is where a financial plan comes into play: by outlining the steps necessary to achieve your short- and long-term financial goals, the plan will guide you to a comfortable financial position.
Absolutely, and you should start as soon as you get your first job. Your early-life financial goals might include putting money aside for your wedding, saving for the down payment on your first home, or funding a trip around the world.
As you age, things will get more complicated, and your focus will shift to more long-term goals like funding your retirement. Once taxes, estate issues, business expenses, and investment decisions become rather complex, it is a good idea to turn to a professional financial planning company like Walton Financial Inc.
Financial certifications and expertise significantly vary in the industry, and there are many different certifications available for professional Advisors today. While a financial planning professional or a Financial Advisor can have several designations or certifications, it is of the utmost importance that they are fully licensed and in good standing in your province.
At Walton Financial, our team includes the best of the best, offering over 200 years of collective experience. Our professionals rightfully hold a variety of recognized financial designations in Canada including QAFP (Qualified Financial Planner), CEA (Certified Executor Advisor), and RHU (Registered Health Advisor).
0
Cookies Given to our Clients
Walton Gives Back
Community
Bradley Walton has been a sitting member on the board of directors for the Ontario Provincial Police youth foundation since 2012.
Walton Financial also supports the following charities and local organizations:
- Women’s and Children’s Shelter Barrie
- Barrie Minor Hockey
- Big Brothers and Sisters
- Oro Minor Hockey
- World Vision
- Crohn’s and Colitis
- Foundation
- Minesing baseball
- Seasons Centre for Grieving Children
- Kristen Hope Foundation
Have Questions?
Get Advice on the Direction of Your Financial Future
Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Walton Financial Group. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Digital Marketing & Website Design Toronto by ZoneCloud.net Corp.© 2025 Walton Financial Group
IA Privacy Policy | Privacy Policy | Disclaimer | Legal & Copyright
Let's Talk
Stay Connected
Get in Touch
We're here to answer any of your financial questions. Use the form or any of the contact methods to start the conversation.
-
Contact
Toll Free: 1.877.733.5207
Office: 705.733.5200
-
Address
126 Wellington Street West #202 Barrie, ON L4N 1K9
-
Follow Us