Biography & Qualifications
Prior to entering the financial services industry he was in business consulting for 7 years. In 2001 he became a financial security advisor focusing on providing comprehensive financial advice to business owners, professionals and individual investors. Since then, Bradley has qualified for the “Million Dollar Round Table” every year. This is a very elite association that acknowledges the top 3% of financial professionals worldwide.
Bradley has extensive expertise in taxation, estate planning, portfolio design and advance case work. He has been invited many times to speak to other advisors and groups about his unique client-focused approach and the success that has driven Walton Financial Group Inc. to the top of the industry.
In 2010 he obtained his Registered Health Underwriter designation (RHU). This is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is one of the premier credentials in the insurance industry. Bradley also became a Certified Executor Advisor in 2015. A CEA is an accredited specialist helping Canadian executors navigate though complex tax and estate issues.Contact
Brad Walton – Father
Outside of work Brad is a father and husband first. Brad met his wife, Dana, in the fall of 1999 and married in 2001.
They spend winters skiing with their teenage son and enjoy the summer months boating and mountain biking. A family that plays together stays together.
Some things you did not know about Brad:
- Brad is creative & passionate in the kitchen.
- Has a cat named Abby
- Brad coaches youth baseball in the summer.
- Favourite place to travel – Caribbean
- Brad sits on the board of directors for the OPP youth foundation
Bradley Supports The Following Charities & Organizations
- Women’s and Children’s Shelter Barrie
- Barrie Minor Hockey
- Big Brothers and Sisters
- Oro Minor Hockey
- Minesing Minor Baseball
- World Vision
- OPP Youth Foundation
- Crones and Colitis Foundation