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Experienced Financial Planning Company 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.

3

dedicated insurance specialists

120

years of combined experience in financial services

8

TRUSTED
TEAM
MEMBERS

Founder, Walton Financial Group Inc

Bradley Walton

Investment Representative

Quadrus Investment Services Ltd.
Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.

Founder / President of Walton Financial Group Inc.
Insurance products, including segregated fund policies, are offered under Walton Financial Group Inc. Any activity in relation to my title as Founder / President of Walton Financial Group Inc. is related to my insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

The Main Objective

Our Mission

As a full 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 providing bias-free, independent financial and investment advice to help our clients achieve their financial goals, stress-free.

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.

Our Experience

What Makes Us Different

The uniquely-diverse team of dedicated individuals is what lies at the heart of Walton Financial’s success. Our carefully curated team of financial professionals from various fields has over 200 years of collective experience, relevant education, and professional accreditation.

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.

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.

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.

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.

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).

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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
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