How do I ensure my finances are handled properly if I am unable?

Make sure you get your finances in order

The Walton Financial Group in Barrie can advise you about the value and utility of a Power Of Attorney and Joint Bank Accounts

Well before you find yourself unable to make financial decisions you will want to lay out a clear plan for how and who you want to handle your finances.

Talk to the financial planners at the The Walton Financial Group in Barrie Ontario for advice about things like a POA ( Power of Attorney ) and the importance and utility of Joint Bank accounts

The financial advisers at the Walton Financial Group are not lawyers or bankers but they have the expertise to point you in the right direction to ensure that you are prepared for a situation in which you cannot handle your own financial matters

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.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This How do I ensure my finances are handled properly if I am unable? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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