Founder / President of Walton Financial Group

Bradley founded Walton Financial Group with a vision to provide thoughtful, personalized financial guidance. With over two decades of experience, he leads the firm with a focus on clarity, trust, and long-term client success—helping families and business owners plan confidently for the future.

Biography & Qualifications

Bradley Walton is the founder and president of the Walton Financial Group. Before entering the financial services industry, Bradley has spent 7 years working in the area of business consulting. In 2001, he shifted his focus to providing guidance and advice to professionals, business owners, and individual investors as a financial advisor.

Specialization

Bradley specializes in estate planning, portfolio design, and advanced casework. He has developed his own unique client-focused approach that has allowed Walton Financial Group to reach the top of the industry.

In 2015, Bradley received another professional designation, becoming a Certified Executor Advisor (CEA) to help Canadian executors navigate through complex estate and tax issues.

Investia Financial Services Inc.

Mutual funds are offered through Investia Investment Financial Services Inc.

Insurance products are provided through multiple insurance carriers. Segregated fund products are offered through Financial Horizons and multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.