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

Some things you didn't know about Phil:
  • 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.

Have Questions?

Contact Brad to Discuss Your Financial Future

Digital Marketing & Website Design Toronto by ZoneCloud.net Corp.© 2023 Walton Financial Group Inc.

Privacy Policy | Legal & Copyright

Let's Talk

Stay Connected

Get in Touch

We're here to answer any of your financial questions. Use the form or any of the contact methods to start the conversation.

Hidden

July 2024

Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31

July 23, 2024

July 24, 2024

July 25, 2024

July 30, 2024

July 31, 2024

If these times don’t work please message Walton Financial Group directly
 
0%
Drag View Close play