Financial Planners Creating Your Financial Independence
We Are Walton Financial Group
The Walton Financial Group located in Barrie, Ontario is a full-service financial security planning organization
The Walton Effect
We offer a variety of top-performing investment and savings solutions, retirement income, life insurance, and mortgages, including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) TFSAs (tax-free savings accounts) and Corporate Investment Accounts. We also work with a range of specialists that focus on a wide range of financial planning solutions.
Individuals possessing household investable assets of $250,000.00 or more stand to gain the most from our services. If you seek to enhance your financial management skills and are in search of a trustworthy financial planner and investment advisor in Ontario, your search ends here. At Walton Financial, a reputable financial service firm located in Barrie, we are equipped to assist you in achieving this objective and more.
What We Do
The Walton Financial Group located in Barrie, Ontario is a full-service financial security planning organization
At Walton Financial Group, we want our name to be synonymous with financial independence. Our role is to help individuals, families, and small businesses achieve financial independence. We have access to specialists who focus on a wide range of insurance planning and investment planning products and excel at providing financial advice.
We offer a variety of top-performing investment and savings solutions, retirement income, life insurance, and mortgages, including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) TFSAs (tax-free savings accounts), and Corporate Investment Accounts. We also work with a range of specialists that focus on a wide range of financial planning solutions.
Contact us today to talk about how our financial advisors and retirement planners can help you achieve your long-term financial goals and wealth management
Overview
Secure your financial future with Walton Financial Group in Barrie, Ontario. Expert guidance on Capital Gains Tax Planning amidst evolving Canadian tax laws. Contact us for tailored tax strategies.
Overview
Learn more about the wide range of investment services and products that the Walton Financial Group offers from a wide variety of companies!
Overview
Are you looking for insurance planning advice? Contact the experienced team at Walton Financial Group
Overview
Get personalized financial plans for long term goals with a financial advisor from Walton Financial Group
Overview
Our experienced financial advisors will help you navigate income needs, inflation risk, asset protection, healthcare costs, and longevity in your retirement strategy. Contact us today to secure your financial future.
Overview
Become financially independent with a Financial Security Plan from Walton Financial Group
Our Team
Overview
Discover peace of mind with Walton Financial Group in Barrie, Ontario. Explore tailored insurance plans, expert insurance brokerage services, and comprehensive financial planning. Protect your loved ones and secure your future today.
Overview
An Estate Plan can include charitable giving and the Walton Financial Group has advice in this regard
Overview
We live in a time of financial uncertainty and Walton Financial Group is here to help!
Overview
A Financial Security Plan sets the foundational structure for your financial growth and wealth protection
Overview
Personalized financial planning services for seniors with a financial advisor from Walton Financial Group Inc!
Overview
Discover the power of Active Management Mutual Funds in Barrie, Ontario, with Walton Financial Group Maximize your investment returns and enjoy downside protection during market volatility. Contact us today to learn more!
Overview
Secure a prosperous future with Walton Financial Group in Barrie, Ontario. Our expert financial advisors specialize in Wealth Management, Estate Planning, Tax Strategies, and more. Schedule your consultation today!
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Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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We're here to answer any of your financial questions. Use the form or any of the contact methods to start the conversation.
Toll Free: 1.877.733.5207
Office: 705.733.5200
126 Wellington Street West #202 Barrie, ON L4N 1K9
