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Experienced Financial Advisors in Barrie, Ontario
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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.
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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
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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:
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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.
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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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Contact
Toll Free: 1.877.733.5207
Office: 705.733.5200
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Address
126 Wellington Street West #202 Barrie, ON L4N 1K9
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