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Investment Brokerage Services
Learn more about the wide range of investment services and products that the Walton Financial Group offers from a wide variety of companies!
What We Do
The team at the Walton Financial Group in Barrie, Ontario offers investment brokerage services
7
Financial Professionals
120
years of combined experience in financial services
Walton Financial Group is your trusted partner in the world of investments. As a prominent investment brokerage firm located in Barrie, Ontario, we are dedicated to providing top-tier Investment Brokerage Services tailored to your financial needs. Our mission is to empower you with diverse investment options, allowing you to shape a prosperous future.
At Walton Financial Group, we collaborate with renowned industry leaders, including Fidelity, Manulife, Mackenzie, Dynamic, Canada Life, and a multitude of other esteemed mutual fund providers across Canada. With us, you gain access to an extensive portfolio of investment products meticulously curated to cater to a spectrum of risk appetites and financial goals.
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Grow Wealth with our Investment Brokerage
Our role as an investment broker enables us to offer an expansive collection of investment products, each designed to serve a distinct purpose in your financial strategy. Among the array of choices are:
- Mutual Funds: Diversify your portfolio by investing in a selection of mutual funds meticulously managed by industry experts.
- Segregated Funds: Enjoy the benefits of life insurance and investment growth through our range of segregated funds.
- Exchange-Traded Funds (EFTs): Harness the power of EFTs to gain exposure to various market segments with flexibility and efficiency.
- Guaranteed Investment Certificates (GICs): Secure your investments with stable returns from our lineup of GICs.
- Registered Education Saving Plans (RESPs): Plan for your loved ones' education with tax-advantaged RESP options.
- Tax-Free Savings Accounts (TFSAs): Optimize your savings with tax-free growth potential through TFSAs.
- Registered Retirement Savings Plans (RRSPs): Our RRSP options allow you to strategically save for your retirement while enjoying tax benefits.
120
Years of Combined Experienced
34680
23460
Cookies Made for our Clients
8
Trusted Team Members
How We Can Help
Understanding Investments
Our dedicated team is committed to simplifying your investment process. Whether you're interested in stocks, bonds, or EFTs, our personalized support ensures that you're equipped to make informed decisions regarding your securities holdings. We believe that your success is our success, and our expert advisors are here to guide you every step of the way.
For those who value comprehensive Investment Brokerage Services, Walton Financial Group stands as your partner of choice. Located in the heart of Barrie, Ontario, we offer the expertise and resources to empower your financial journey. To learn more about our investment brokerage services and the array of investment products we offer or to gain insights into our firm, we invite you to contact Walton Financial Group today. Your prosperous financial future starts here.
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.
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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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