Managing Your Investments

Your Trusted Investment Advisors Barrie, Ontario

Our team of investment advisors know how to put your money to work for you

What We Do

Investment Advisor Services in Barrie, Ontario

3

dedicated insurance specialists

120

years of combined experience in financial services

As inflation climbs and financial markets continue to fluctuate, Canadian investors are more in need of sound investment advice than ever before. From setting up your portfolio, to private wealth management, investment advisor services from Walton Financial can help you stay on top of the market and ensure that your funds continue making more money for you. By working closely with you, our investment advisors will help you to set realistic financial goals and develop a personalized investment strategy necessary to achieve them.

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What Does an Investment Advisor in Barrie, Ontario Do?

An investment advisor in Barrie, Ontario can help you manage your investment portfolio by providing guidance and investment advice according to your needs and financial goals. By assessing your risk tolerance, the investment advisor will recommend the appropriate mix of investment options. As such, when working with an experienced advisor, you are more likely to set yourself up for financial success.

  • 75% of Canadian investors believe that an investment advisor provides value for their money.*
  • Canadians working with an investment advisor can see a 55% to 60% increase in retirement savings.**
  • Households working with a financial advisor for 15 years or more are able to save up to 2.3x more money as compared to similar households without an advisor.***
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How We Can Help

Our Investment Advice Services Barrie, Ontario

No two people are the same, and your investment strategies should reflect your personal goals and unique situation. At Walton Financial, we are happy to offer a broad range of investment services suitable for clients at any stage of their lives and careers.

Investments

Would you like to make your savings work for you? We can help you with your investment strategy, including finding the best type of investments for you and your family. Our investment advisors will work with you to make sound investments based on your particular situation and risk tolerance levels.

RRIFs, LIFs & Annuities

If you have already retired or plan to retire soon, we can help you ensure flexibility, while maximizing your income potential and minimizing your taxable income. By transferring your locked-in pension savings to a Registered Retirement Income Fund (RRIF), Life Income Fund (LIF), or buying an annuity, you will be able to receive a regular stream of pension while keeping the rest of your savings in a tax-deferred account.

Registered Retirement Savings Plan (RRSP)

What are your goals for retirement? Could our unique comprehensive planning process help you achieve the lifestyle you see for yourself in retirement? With a Registered Retirement Savings Plan, you can start saving for your golden years today, tax-free until withdrawal. What’s more, your RRSP contributions will be tax-deductible!

Guaranteed Investment Certificate (GIC)

Overview

Would you benefit from a guaranteed return over a fixed period of time? When you invest in a Guaranteed Investment Certificate, you are guaranteed to receive your principal amount back In addition, traditional GICs come with a fixed interest rate, meaning that you will know exactly how much you will earn.

Tax Free Savings Account (TFSA)

Overview

We can help you unlock the tax-sheltered benefits offered by a Tax Free Savings Account in order to maximize your investment growth. With this registered tax-advantaged savings account, you will be able to hold qualified investments, which may generate dividends, capital gains, and interest, tax-free.

Registered Education Savings Plan (RESP)

Overview

Your child’s future depends on a good education and a solid financial security plan. Start saving for your son’s or daughter’s post secondary education today with a Registered Education Savings Plan and get an additional 20% match from the Canadian government (up to $2,500 per year).

Corporate Investment Accounts

Overview

While you are working on your business, your money can be working too! By opening a corporate investment account, you can grow your corporate savings. For example, you may want to save for a commercial property, a large purchase for the business, or saving corporately with a retirement account.

120
Years of Combined Experienced
28770
8
Trusted Team Members

What Are Your Options?

Start Your Investment Journey with Walton Financial

Without a doubt, working with an investment advisor from Walton Financial can bring you closer to the future you see for yourself. From developing personalized strategies to meet your short- and long-term goals, to choosing the right investment products for you, our professional advisors will carefully guide you through your investment journey to the ultimate success.

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Have Questions?

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