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Walton Financial Group Inc.
Financial Planning Consultant
Phil Rayson CFP
Biography & Qualifications
Phil is a Financial Planning Consultant working with Walton Financial Group. Phil works closely with the team in retirement goal-based planning, business succession and estate/legacy transfers.
Phil became an advisor with what is now Canada Life in 2004. During his career, he built a strong book of business and achieved his Certified Financial Planner (CFP) designation. In 2011 Phil took on a different challenge as a New Advisor Training Manager helping new advisors become active and productive business owners. In 2017 Phil transitioned to the role of Advisor Consultant.
Phil’s main focus is Financial Planning Consultant with Canada Life; he partners with advisors to help build their financial planning expertise.
Specialization
Financial Planning Consultant
Retirement goal-based planning, business succession and estate/legacy transfers.
Walton Financial Group Inc.
Financial Planner
Phil Rayson CFP
Biography & Qualifications
Phil is a Financial Planning consultant working with Walton Financial Group. Phil works closely with the team in retirement goal-based planning, business succession and estate/legacy transfers.
Phil became an advisor with what is now Canada Life in 2004. During his career, he built a strong book of business and achieved his Certified Financial Planner (CFP) designation. In 2011 Phil took on a different challenge as a New Advisor Training Manager helping new advisors become active and productive business owners. In 2017 Phil transitioned to the role of Advisor Consultant.
Phil’s main focus is Financial Planning Consultant with Canada Life; he partners with advisors to help build their financial planning expertise.
Specialization
Financial Planning Consultant
Retirement goal-based planning, business succession and estate/legacy transfers.
Behind the Scenes
Life Outside of Work
You will find him refereeing on the soccer pitch when Phil is not working.
In addition, he enjoys spending time in the kitchen, cooking and baking for his family and friends.
Personal Details
Interesting Facts
- You will find him refereeing on the soccer pitch when Phil is not working.
- In addition, he enjoys spending time in the kitchen, cooking and baking for his family and friends.
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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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