Make Your Money Work For You

Experienced Financial Advisors in Barrie, Ontario

Let our team guide you to financial stability

Financial Advisor Services in Barrie, Ontario

Do you need assistance with investing your wealth or managing your portfolio? Is keeping track of your personal finances taking too much of your time? Are you ready to create and implement a thorough retirement plan to build a financial blanket for your family for years to come?

A financial advisor from Walton Financial can help you focus on your goals and start working strategically toward long-term financial security.

3

dedicated insurance specialists

120

years of combined experience in financial services

8

TRUSTED
TEAM
MEMBERS

All You Need to Know

Who is a Financial Advisor?

At Walton Financial, our goal is to be more than just advisors. We help you create a practical plan to achieve your long-term financial goals. As such, we offer all types of financial advice and a variety of planning services, including financial planning for business owners, retirement planning, estate planning, business succession planning, and more.

  • Build Financial Stability
  • Advice on Your Finances
  • Plan For Your Future

Know the Benefits

The Value of Working with a Financial Advisor

Fiancial Fact #1

75% of households working with a financial advisor are confident that they will have enough savings to retire comfortably, as compared to 52% of non-advised households.

Financial Fact #2

Canadians working with an advisor can increase their retirement savings by 55% to 60%.

Fiancial Fact #3

Households are more likely to accumulate 2.73x more financial assets after working with a financial advisor for 15 years, as compared to similar non-advised households.

We Can Help

How to Choose a Financial Advisor in Barrie, Ontario?

Whatever type of advice you need, working with the right financial advisor is key. Here are a few tips for choosing the right financial advisor for your needs:

Overview

Why Offer Group Health Benefits?

Offering group health benefits as part of your compensation packages offers benefits to both you (the employer) and your employees.

Determine What Financial Services You Need

First and foremost, you need to identify the type of financial services you require. Start by asking yourself the following questions:

  • Do you need help investing?
  • Do you need help with estate and legacy planning ?
  • Would you like to create a financial plan for the future?
  • Do you need tax help?
  • Are you looking to integrate planning for your business and personal retirement goals?
  • Do you need help with setting money aside for your retirement or children’s education?
  • Do you need help planning your budget?
  • First and foremost, you need to identify the type of financial services you require. Start by asking yourself the following questions:

Find a Licensed Professional

Financial certifications signify expertise in the industry, and there are many different certifications available for professional Advisors today. While a financial planning professional or Financial Advisor can have several designations or certifications, at the very least, you should make sure they are licensed and in good standing in your province.

When working with a licensed professional, you can be confident that you receive reliable financial advice based on highly-specialized knowledge.

Let's Talk

Build a Trusted Relationship

Working with an advisor is often a long-term journey. Therefore, having a deep level of comfort when partnering with a financial advisor is of the utmost importance. A complementary discovery meeting is an opportunity to learn more about the firm and the advisor. It is important that you share similar values and can visualize working intimately to achieve your goals.

CONTACT US ⟶

Have Questions?

Get Advice From an Experienced Financial Advisor

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We're here to answer any of your financial questions. Use the form or any of the contact methods to start the conversation.

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