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. Since then, Brad has qualified for the “Million Dollar Round Table” every year, an elite association that acknowledges only the top 3% of financial professionals around the world.
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.
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)
Get in Touch
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