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Walton Financial Group Offers Business Services in Barrie, Ontario

Our team is here to help your small business grow

What We Do

Business Services in Barrie, Ontario

3

dedicated insurance specialists

120

years of combined experience in financial services

As a small business owner, you have countless responsibilities to keep track of. First, you need to figure out how to get started and grow your business. Next, you have to expand your client base, hire the right people to support your company’s growth, and keep them productive and motivated in the long run.

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Do You Have Questions About Running a Business?

At Walton Financial Group Inc., we can help you navigate the many complexities of running your own business. As a one-stop resource for smart business owners, we offer detailed financial planning services, valuable investment advice, and comprehensive insurance products. While no two clients are identical, they do have one thing in common: they all strive to make smart business decisions. And we are here to help.

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How We Can Help

Our Services for Businesses in Barrie, Ontario

At Walton Financial Group Inc., we are happy to offer a comprehensive selection of business services for employers and the employees.

Financial Planning & Advice

Financial planning is a life-long process of analyzing and re-analyzing your financial goals and identifying concrete steps towards achieving them. And while every person may benefit from financial advice, financial planning is of even more importance for business owners and entrepreneurs.

Investment Advice

Are you looking for additional sources of income? If you have financial savings and some patience, you can make your money work for you by appropriately investing it. At Walton Financial Group Inc., we are happy to analyze your investment goals and risk tolerance levels to find the optimal mix of securities to invest in.

Corporate Investment Accounts

Oftentimes, cash surplus above the daily operating needs will sit dormant in a business bank account, earning little or no income. Over time, inflation can erode the purchasing power of this surplus of operating capital. With the help of our licensed investment advisors, you can select from a wide range of investment options, ranging from short-term premium high yield savings to long-term investments.

Business Insurance

Businesses may buy insurance for a variety of important reasons. For example, insurance proceeds can be used to fund a buy/sell agreement at the death of one of the business co-owners. Alternatively, the payout can be used to fund a future capital gains tax on the shares of the corporation at the death of the owner.

Corporately-Owned Life Insurance

Businesses can also purchase insurance to protect themselves in the event of the death or disability of a key employee. Corporately-owned life insurance is purchased and paid for by a corporation, covering one or more important employees. In the event of the employee’s death, the death benefit can be used to pay the expenses associated with the employee replacement.

Employee Benefits

Businesses can also purchase insurance to protect themselves in the event of the death or disability of a key employee. Corporately-owned life insurance is purchased and paid for by a corporation, covering one or more important employees. In the event of the employee’s death, the death benefit can be used to pay the expenses associated with the employee replacement.

Group Health Benefit Plans

Many employers choose to offer group health benefits to their employees, covering any additional dental and medical expenses that may not be fully paid for by government health plans. Typical group benefit plans include hospital stay, prescription drugs, dental procedures, vision care, as well as ambulance and paramedical services.

Health Care Spending Accounts

A Private Health Services Plan is suitable for a business of any size looking to provide superior employee health and dental benefits at a modest flat fee. The plan owners and their employees will be able to enjoy comprehensive medical coverage and substantial tax savings at the same time.

Registered Retirement Savings Plan (RRSP)

It’s never too early to start saving for your retirement, especially if you are self-employed. With a Registered Retirement Savings Plan or RRSP, you can start saving for your retirement years today, tax-free until the funds are withdrawn. In addition, RRSP contributions are tax-deductible!

RRIFs, LIFs & Annuities

If you are planning to retire, we can help you to increase your income potential while keeping your taxable income to a minimum. This can be achieved by transferring your locked-in pension savings into an RRIF, LIF, or buying an annuity that will provide you with regular pension payouts, while the rest of your savings are kept in a tax-deferred account.
120
Years of Combined Experienced
28770
8
Trusted Team Members

What Are Your Options?

Grow and Protect Your Business with Walton Financial Group Inc.

Among aspects of running a business, managing business finances is one of the most important, yet challenging, tasks. Luckily, working with a dedicated business finance specialist like Walton Financial Group Inc. can take much stress out of the equation. When working with us, you can trust our proven process and enjoy our comprehensive business product offerings, ranging from corporately-owned life insurance to employee benefits and beyond.

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