I had the great pleasure of being a co-op student at Walton Financial Group Inc where I was mentored by Brad Walton. I learned how important financial planning is to a brighter future. Brad went into detail about the four cornerstones of financial security: liquidity, living benefits, retirement planning, and estate planning. He explained to me that his job doesn't just involve investing money into different funds and accounts, but also focuses on wealth protection and financial security by preparing plans for clients to view their best options. I had the opportunity to see sample plans and saw how much dedication, effort, and care Brad puts in to each clients portfolio to ensure maximum returns and financial success. I learned about the different accounts where you can invest money such as the following: Open Account, TFSA, RSP, and LIRA. I got to see the tools and resources he utilizes to create elaborate plans for each of his clients. I appreciate Brad Walton for taking the time to teach me and allow me the experience to see what he does for a living. I would highly recommend this company to anyone who is looking to secure their financial future.
12:47 30 Dec 19
We have dealt with Walton Financial for many years. Extremely professional with excellent results.
03:14 30 Dec 19
Professional, Efficient, Knowledgeable and Customer Focus.Great Team! Putting their Clients needs first and providing tailored solutions that are best suited.Highly recommend!
20:35 29 Dec 19
I can't say enough about the experts at Walton Financial. As a newly self employed professional, retirement planning is crucial. Brad created a detailed plan to secure away what I will need to make retirement possible. Walton financial has definitely put me and my family on the right track to manage our resources and get ahead. Make an appointment today, don't wait!
15:18 29 Dec 19
Walton Financial is very professional, and puts clients first in everything they do. They truly care about your financial well-being and want you to reach your goals. Highly recommend!!
15:11 29 Dec 19
We depend on the Walton Group to keep us on track with our investments. We are very happy with the experience. We also have enjoyed the Groups support with sponsorship for our annual golf tournament.
15:00 29 Dec 19
We joined the Walton Financial group 3 years ago. The research conducted on our financial picture was very thorough. We were given sound advice to consider. This advice is tailored to our particular family situation and may not necessarily be the best option for all. Without the Walton Financial Group's guidance our future plans would not be as promising. Thank you for your patience and dedication in educating your clients.
14:17 29 Dec 19
My parents trusted Brad and his team with their investments for as long as I can remember, so the decision came easy for us to do the same. Brad is real, trustworthy, accommodating and demonstrates integrity. He is a pleasure to work with, and it is quite evident that his staff loving working with him too. I would recommend Brad with full confidence to any family or friend in the Barrie area. Thanks, Brad!
00:17 29 Dec 19
We have been with Walton Financial for several years and from our first day the service and attention to detail has been outstanding. Brad and his team are a pleasure to deal with and have provided excellent money management advice.
Big Brothers Big Sisters of Barrie & District
17:12 23 Dec 19
For many years Walton Financial Group has given back to the community and been wonderful supporters of our organization in many ways. This long term relationship has benefited our little brothers and little sisters who receive our mentoring programs free of charge. We are grateful for the ongoing support of this heart centered business.
15:12 15 Dec 19
Experienced team, great to work with.
14:16 14 Dec 19
I have known Brad and his team for over a decade and when you invest with Walton Financial you can have full confidence your best interests are put first. That means they will invest your money where YOU have the best return not them or anyone else. Highly recommend if you want TRUE fierce independent advice which is your best bet for success. Thank you Brad.
18:39 13 Dec 19
Brad & his team are amazing professionals, who have provided my family with a comprehensive approach to our financial and retirement plans. We have been clients of Walton Financial for ten years & highly recommend to anyone looking for a full suite of financial planning and personalized investing to help meet your retirement goals.
14:57 12 Dec 19
Bradley and his team at Walton Financial have a pulse on the economy and really understands the business side. They take the time to developed a deep understanding of the business so they know where its been, where it’s headed and how to dramatically improve the success of our financial decisions. They provide individualized wealth management that fits each individual's needs. As far as advisors go, Bradley and his team are top notch!
12:39 12 Dec 19
Brad and his team are great to work with! I have been a client for a number of years and have been very impressed with my portfolio's performance. 5 stars!
00:19 12 Dec 19
13:53 27 Aug 19
My wife and I recently moved to Barrie and wanted to consolidate our RRSPs and various investment accounts with a financial planner in the area more accessible to us. We were referred to Brad Walton by a client of Walton Financial. In our first meeting with Brad, he listened closely to us and very quickly understood our situation and what we as a fairly recently retired couple were looking for. Brad recommended a plan tailored to our needs and provided lots of information to assist in making our decisions. He took care of all the transfers of our various accounts making the process very painless for us. Brad has met with us several times, provided answers to all of our questions and has made us quite comfortable with our decision to go with him as our financial planner. Oh, and the cookies are great too!
19:40 17 May 19
13:28 16 May 19
10:31 11 May 19
Being a young person in Society(under 25) it’s hard to find a company to take you seriously, especially when it comes to money. Brad sat down with us and took the time to explain the benefits of our options. He was also honest when it came to things we didn’t need because of our lifestyle. What may work for a teacher may not be our best option because of our high risk jobs. If your young and overwhelmed about your future finances/insurance/life plans, don’t put it off! Go and see Brad!!
01:54 07 May 19
Knowledgeable, Trustworthy and Friendly are just a few words to describe Bradley Walton and Team. I have been a extremely satisfied client for many years. You can always count on Bradley for sound financial advice. He is thorough with his recommendations and account reviews. I have recommended Bradley to friends and relatives without hesitation, because of his superb service and great track record!
23:13 02 May 19
18:36 28 Mar 19
The most unique quality of Walton Financial is the time and care Brad and staff take in working with you to meet your financial needs and goals. From regular email communications to time in office, we are given exceptional support in understanding and navigating the often complicated world of investments and insurance. Walton Financial has helped us reach our retirement goals and has provided us with flexibility depending on life circumstances. Well researched options presented, always meet our individual needs and position us for maximum protection and gain. Brad Walton and team have helped us through some challenging situations and made us feel like family. The warm cookies after each visit are a bonus!
17:39 28 Mar 19
Greatly appreciate Bradley's willingness to work with a neophyte investor with a small-ish portfolio and a conservative bent. Many would not consider it worth their time and expertise to teach someone like me about investing. Thank You!
04:06 27 Feb 19
Bradley Walton has been our financial advisor for over 15 years. He is very knowledgeable, thorough and professional. He often suggests new products and strategies to suit our current situation. He was instrumental in assisting us in aligning our father's estate to minimize taxes. We have recommended him to family and friends and will continue to do so.
18:43 25 Feb 19
Brad and his team are great to work with! 5 out of 5 stars!
16:18 13 Feb 19
I have had amazing customer service and knowledgeable advice from the first moment I sent an email enquiring about what services Walton Financial could provide me. Bradley is extremely intelligent and I trust without a doubt what he tells me to do with my life savings! Everyone that works at Walton Financial are beyond friendly and seem to be a part of a great team. I receive beautiful cards for all occasions and I can't forget to mention the freshly baked cookies upon arrival at their office!!! I highly recommend this company - No hesitation whatsoever
18:40 12 Feb 19
Great service, very friendly and welcoming environment the moment you walk in. You will never feel rushed and are given detailed descriptions. Highly recommended!
17:37 07 Feb 19
23:13 06 Feb 19
Brad is a really,y nice person. He takes the time to explain all options and guides you through some very important financial decisions. He regularly reaches out and keeps you updated on your account status and his door is always open. I highly recommend him.
15:13 06 Feb 19
I've been a client of Walton Financial for 12 years. My investments were basically a lump some to carry me through my retirement years. I am not a hands on kind of person with investments so have Walton Financial manage my portfolio with regular consults with me. I am quite pleased with my returns over the years. It is a pleasant feeling to see how much of my investments I've spent over those years then note the large percentage recovered to my account due to those investments. No complaints.
20:08 31 Jan 19
The entire staff is very professional and friendly. Amazing service!
12:25 31 Jan 19
Brad and his team provide excellent service. I highly recommend his team!!!!
10:39 31 Jan 19
We got to know Bradley when we moved to Barrie and switched over our life insurance with him. Since then he has been our go to guy for life insurance, TFSA and RRSP funds. Bradley is the most approachable individual who keeps us posted on our funds and leave us with the feeling that our money is secure , even in the low times. I would highly recommend Bradley to anyone who is looking for a professional, knowledgeable and great investment company. P.S. The warm chocolate chip cookies are a bonus!!!!
03:18 31 Jan 19
After doing some research I decided to book an appointment with Bradley at Walton Financisl Group. Bradley truly knows his stuff when it comes to investments! My goal is to retire in 10 years and I certainly wasn’t on track. I wanted somebody independent who I could trust. I found my guy! His knowledge blew me away. Bradley gave me lots of guidance, especially some great ideas on how I should invest being self employed, what returns I’m likely to see and a clear plan of the future. He helped me narrow down the important parts to protect my future and other areas I won’t need to be so concerned about further down the line. My fiancé and I have had several appointments now and I find Bradley to be very thorough, making sure the time is spent to explain everything in great detail with excellent transparency. He has integrity, professionalism and a passion for his work.
01:09 31 Jan 19
Brad’s professionalism and guidance has me on the correct path to a healthy savings for retirement when the time comes
22:59 30 Jan 19
We started our relationship with Bradley 17 years ago. We have since grown our family and businesses and wouldn’t trust anyone else with our financial portfolio. Brad and his team are professional and knowledgeable and are able to keep up with our changing needs. We would not hesitate to recommend Walton Financial Group.
22:20 30 Jan 19
Everyone at Walton Financial makes me feel welcome whenever I visit. They are professional, friendly and they really know their stuff!Thanks Brad!
22:07 30 Jan 19
I have been with Walton Financial since inception. Brad is very thorough; he updates and makes recommendations for changes regularly. I feel very confident in my investments with Brad managing my portfolio. The staff at Walton Financial are very pleasant as well. Walton Financial is the team, and I am pleased to have them on my side.
20:58 30 Jan 19
After entering a second marriage Brad helped us sort through and plan our financial future together. 12 years later, we are well on our way to a promising retirement together.
Karen Ann Rothenburg
20:55 30 Jan 19
Professional and timely response to my enquiries.
22:20 29 Jan 19
Bradley was very helpful, knowledgable and able to answer all of our questions. We are positive our experience with the Walton Group will continue to be productive and beneficial. I recommend them 100% for your financial needs.
21:29 29 Jan 19
After a terrible experience with a wealth advisor at a large financial firm, I decided to reach out to a friend for advice. After my first meeting with Mr. Walton I knew right away his firm would be a perfect fit for my family’s financial future. His knowledge and professional process is so current and enjoyable it makes the big banks look small. I would definitely recommend Brad Walton and his excellent TEAM (Joyce, Linda, Nasim) for all investing and insurance needs. Regardless of what you do for a living, everyone needs a financial plan for the future. The Walton Financial Group will definitely take care of that. Jeremy Richter
20:15 29 Jan 19
I have known and worked with Brad for the better part of 10 years. He has always provided excellent financial and insurance advice that always includes multiple options and scenarios. The entire staff are conscientious and professional and you are greeted with the most delicious chocolate chip cookie — need I say more?!
18:50 22 Jan 19
Bradley has been so great to deal with. My wife and I have a young family and we really needed help trying to organize and plan for our retirement. Bradley and his team have taken us on board and provided us with some really helpful advice and tips; things even our parents didn't know! Bradley really took the time with us to explain the hows and the whys which really helped clarify things for us. We had tried to do things the best we could in the past and made the best decisions we could with the information available to us at the time. Bradley helped review everything from our RSPs, RESPs and even our life insurance to make sure we had the best setup possible.We really feel that we are in good hands now and we can finally relax and know that our future is safe and under control. Thank you Bradley and Team!
17:14 04 Oct 18
My late husband and myself began a relationship with Brad Walton many years ago and developed a good working and personal relationship with him and his firm. Brad has always looked after our best interests from the first time we started investing with him through to retirement, and now beyond. He has always explained everything in a manner that you can understand. Consequently we were in good shape financially upon retirement. I would certainly recommend Brad as he is very attentive to your needs and goals. L. Large
16:25 18 Sep 18
Been with Walton Financial for around 10 years. Everyone has been very helpful, attentive, and focused on my savings goals. I would highly recommend them to anyone wishing to grow their savings with a focus on your personal needs.
19:29 21 Aug 18
It has been a much successful venture for our much awaitedretirement , with the caring expertise from Brad Walton and Walton Financial . He has accepted and assisted the "ordinary man" so to speakSincerely Brenda Swan and Paul Beaulac
19:14 21 Aug 18
We have been with Walton Financial for at least 10 years . They have strong professional ethics and values . We are well cared for giving us peace of mind , and we would highly recommend them to anyone.
12:20 17 Aug 18
Amazing professional trusted service. My wife and I confide our finances to Curtis Johnstone at Walton Fiancial. He is knowledgeable, dedicated, networked, and down to earth. He has recommended many reliable services over the years, including iinveatments, insurances, mortgages and accounting. We appreciate his straightforwardness, his quick responses, his availability and above all, his expertise.
“the professional financial management services provided by Bradley Walton of Walton Financial are next to none”
As a Chartered Accountant, I advise my clients to seek the advice of professionals in the appropriate specialty related to their specific needs. When it comes to investments and insurance, the professional financial management services provided by Bradley Walton of Walton Financial are next to none.
Aaron Rumley, CA, CPA(US), CFE - Rumley & Associates
“we have made several referrals to Walton Financial, confident in the fact that Brad would impress in a relaxed, pressure-free manner”
My wife and I began dealing with Brad Walton a number of years ago and have developed a very solid working relationship during that period. At the time, we were looking for direction on our personal finances, looking ahead to the day when my company pension plan would become accessible and in need of some solid direction. Brad worked very hard on our behalf and, as my wife and I transitioned into retirement, he has continued to make sound financial recommendations on our behalf, ones that will be beneficial to us in both the short and long term. Along the way, we have made several referrals to Walton Financial, confident in the fact that Brad would impress in a relaxed, pressure-free manner. He did not disappoint and has successfully added to his client base as a result. We look forward to moving forward with our retirement plans and feel reassured that we have Brad and his team helping us make prudent financial decisions along the way.
“he describes available products and financial strategies in a straightforward and understandable way”
Whether you are deciding to seek the advice of a financial planner, or even deciding whether you need one, trust is in your financial planner is paramount. Ruby and I trust Bradley Walton! Ever since we met this dynamic individual, our trust in him has benefited us greatly to the point that we have encouraged our children to meet him and engage his services for their own financial planning. Bradley is considerate, patient, very knowledgeable and not pushy. He describes available products and financial strategies in a straightforward and understandable way that will make you feel confident that he is assisting you in attaining your goals for future retirement or to assure financial stability should unexpected illness or family tragedy occur. We highly recommend Bradley and the company he represents. He will always have your best interests in mind and he will work hard for you. He has demonstrated his quality work ethic for us and we know you will be impressed how hard he will work for you!
Frank Ryder, Retired Chief Superintendent - Ontario Provincial Police
“the staff at Walton Financial Group Inc. are very knowledgeable, professional and cater to your personal and company needs”
Our company found Bradley Walton in early 2005 while searching the web for a company benefit package. Bradley presented us with several carriers and helped us decide which carrier would be the best for our organization. On a regular basis, Bradley continues to provide competitive analysis to ensure our company receives the best coverage for our staff. Bradley also provided advice regarding my father’s estate, my personal investments, life insurance policies, and children’s trust funds. We have benefited greatly from Bradley’s wealth of knowledge and expertise. The staff at Walton Financial Group Inc. are very knowledgeable, professional and cater to your personal and company needs. I consider myself very fortunate to have found Bradley and his team and look forward to working with him and his team in the future.
We have enjoyed many years working with Brad Walton as we plan our financial future. We have benefited from his expertise many times over and the personal attention he has given us far exceeds our relationship with our own bank. Brad has made planning for our retirement an exciting journey and we highly recommend his knowledgeable services.
Don & Tracey Merrifield - Barrie, ON
“Brad’s product knowledge and financial expertise have been crucial for the proper planning for my retirement and needs in any unforeseen illness or accident”
I have been a client since 2001. My first transaction was the transfer of pension funds from a former employer. Since then, I have included in my portfolio, Life Insurance, Critical Illness and additional RRSP’s with monthly contributions. Brad’s product knowledge and financial expertise have been crucial for the proper planning for my retirement and needs in any unforeseen illness or accident. His absolute integrity and people skills have made creating a portfolio rather enjoyable.
Sue Hoover - Beeton, ON
“Brad’s ability to actually listen to what my company needed and use that information to provide accurate and professional recommendations is what sets him apart from anyone else in his field”
Over the last five years Bradley Walton and I have developed our business relationship. Most recently my company has used his services to acquire a benefit package for our senior employees. Brad’s ability to actually listen to what my company needed and use that information to provide accurate and professional recommendations is what sets him apart from anyone else in his field. I anticipate a long relationship with Bradley as he always seems to exceed my expectations.
Chad Wilton, Franchisee - Bulk Barn #526 & #555
“it has been a pleasure working with Bradley Walton and his team”
It has been a pleasure working with Bradley Walton and his team. Each business has specific requirements which need to be addressed in order to meet the needs of its management team and staff. Brad was very good at listening to those needs and putting together a package that offered the different levels of coverage we wanted for our staff. Enquiries are always handled promptly and professionally and I look forward to working with Bradley in the years to come.
Kimberly Viney, Owner - Hardwood Hills Nordic Ski and Mountain Bike Centre
“catered to my every need, in a friendly professional manner”
As a small business owner I need to have all of my bases covered. Walton Financial Services has catered to my every need, in a friendly professional manner. Whether it is RRSPs, disability or life insurance they have explained everything in easy to understand terms and have got me well on my way to financial success today and in the future.
I wouldn’t think of investing my money with anyone else.