Walton Financial Group Inc.
Founder / President

Bradley Walton CEA, RHU
Quadrus Investment Services Ltd.

Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.

Founder / President of Walton Financial Group Inc.

Insurance products, including segregated fund policies, are offered under Walton Financial Group Inc. Any activity in relation to my title as Founder / President of Walton Financial Group Inc. is related to my insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

Biography & Qualifications

Bradley Walton is the founder and president of the Walton Financial Group. Before entering the financial services industry, Brad 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, taxation, 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 2010, Brad expanded his expertise by obtaining the Registered Health Underwriter (RHU) designation. RHU is a highly recognized designation in the insurance industry, and the only designation in Canada that denotes highly-specialized knowledge in the area of living benefits. In 2015, Bradley received another professional designation, becoming a Certified Executor Advisor (CEA) to help Canadian executors navigate through complex estate and tax issues.

Walton Financial Group Inc.
Founder / President

Brad Walton CEA, RHU

Quadrus Investment Services Ltd.
Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.

Founder / President of Walton Financial Group Inc.
Insurance products, including segregated fund policies, are offered under Walton Financial Group Inc. Any activity in relation to my title as Founder / President of Walton Financial Group Inc. is related to my insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

Biography & Qualifications
Bradley Walton is the founder and president of the Walton Financial Group. Before entering the financial services industry, Brad 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 security advisor.

Specialization
Bradley specializes in estate planning, portfolio design, taxation, 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 2010, Brad expanded his expertise by obtaining the Registered Health Underwriter (RHU) designation. RHU is a highly recognized designation in the insurance industry, and the only designation in Canada that denotes highly-specialized knowledge in the area of living benefits. In 2015, Bradley received another professional designation, becoming a Certified Executor Advisor (CEA) to help Canadian executors navigate through complex estate and tax issues.

Behind the Scenes

Life Outside of Work

Brad is also incredibly active in the community. As such, he has been a sitting member on the board of directors for the Ontario Provincial Police youth foundation for over ten years.

Outside of the professional setting, Brad is a loving husband and father. He and his wife, Dana, met in the fall of 1999, getting married in 2001. Today, they spend summer months boating and mountain biking with their teenage son; in the winter, the family enjoys skiing together.

Personal Details

Interesting Facts

Some things you didn't know about Bradley:

  • He has a cat named Emily
  • Resides in Friday Harbour, Innisfil Ontario
  • Bradley is passionate and creative in the kitchen.
  • He sits on the board of directors for the OPP youth foundation
  • Favorite Sport to watch live – Baseball with his son Mason

 

Bradley supports the following charities and organizations:

  • Women’s and Children’s Shelter Barrie
  • Big Brothers and Sisters
  • Barrie Minor Hockey
  • Oro Minor Hockey
  • OPP Youth Foundation
  • Crohn's and Colitis Foundation
  • Ned’s Wish Foundation
  • Canadian Guide Dogs for the Blind (CGDB)

Have Questions?

Contact Brad to Discuss Your Financial Future

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