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Frequently Asked Questions We answer all the questions you need to know START YOUR JOURNEY All Insurance Planning Investment and Financial Planning …

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We Will Manage Your Finances Our Services Take a look at the financial services we offer START YOUR JOURNEY Retirement Planning • …

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Simplicity Blog Check out the latest news, tips, information and resources from Walton Financial The Impact of Inflation • Simplicity Blog You …

Walton Financial GroupFounder / President Bradley Walton CEA, RHU Founder / President of Walton Financial Group Brad founded Walton Financial Group with …

We’re Great Listeners Let’s Talk About Your Financial Future Our team is here to help you. Contact us by phone or email …

LEGAL, COPYRIGHT AND TRADEMARK INFORMATION Use of this Web site is governed by the following terms and conditions which are subject to …

WALTON FINANCIAL GROUP PRIVACY POLICY We take appropriate steps to safeguard confidential and personal information Clients provide us with personal information that …

Walton Financial GroupExecutive Assistant Sandy Walsh CSC, WME, CPH, FPSC Level 1 Biography & Qualifications Sandy has completed the CSC – Canadian …

Hear What Everyone Is Saying Client Testimonials Our clients share why they enjoy working with our team of financial advisors, lawyers and …

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We Are Walton Financial Group Synonymous with Financial Independence The Walton Financial Group located in Barrie, Ontario is a full-service financial security …

About Us The Walton Financial Process Financial Services provided by the Walton Financial Group START YOUR JOURNEY Savings, Investments, and Insurance At …

Barrie’s Trusted Financial Advisors Work With a Team That Wants the Best for You The core team at Walton Financial has been …

Prepare For Your Future Retirement Planning Services in Barrie, Ontario YOur experienced financial advisors will help you navigate income needs, inflation risk, …

Follow Your Dreams Walton Financial Group Offers Business Services in Barrie, Ontario Our team is here to help your small business grow …

Walton Financial Group Financial Planner, Investment Representative Jeff Cook, QAFP Jeff is a Financial Planner at Walton Financial Group, focused on helping …

Walton Financial GroupSenior Account Executive, Investment Representative Curtis Johnston CEA, RHU Senior Account Executive Curtis plays a key role at Walton Financial …

Walton Financial GroupMarketing and Design Dana Walton Dana Walton is the marketing coordinator for the Walton Financial Group. She has worked in …

Walton Financial GroupExecutive Assistant Joyce Groskopf Joyce Groskopf is an Executive Assistant at Walton Financial, with more than 25 years of experience …

Walton Financial GroupExecutive Assistant Rosanna Lena Rosanna brings over 20 years of extensive experience as an Executive Assistant supporting Senior Management and …

Capital Gains Tax Planning Secure your future with Critical Illness Insurance from Walton Financial Group in Barrie, Ontario. Protect your business and …

Investment Brokerage Services Learn more about the wide range of investment services and products that the Walton Financial Group offers from a …

Insurance Planning Are you looking for insurance planning advice? Contact the experienced team at Walton Financial Group START YOUR JOURNEY What We …

Financial Planning / Advisory Services Get personalized financial plans for long term goals with a financial advisor from Walton Financial Group START …

Financial Security Planning Process Become financially independent with a Financial Security Plan from Walton Financial Group START YOUR JOURNEY What We Do …

Insurance Brokerage Services Discover peace of mind with Walton Financial Group in Barrie, Ontario. Explore tailored insurance plans, expert insurance brokerage services, …

Financial Planning and Charitable Giving An Estate Plan can include charitable giving and the Walton Financial Group has advice in this regard …

Financial Planning during a Time of Uncertainty We live in a time of financial uncertainty and Walton Financial Group is here to …

Wealth Protection and Financial Security A Financial Security Plan sets the foundational structure for your financial growth and wealth protection START YOUR …

Financial Planning for Seniors Personalized financial planning services for seniors with a financial advisor from Walton Financial Group Inc! START YOUR JOURNEY …

Active Management Mutual Funds Discover the power of Active Management Mutual Funds in Barrie, Ontario, with Walton Financial Group Maximize your investment …

Wealth Management Secure a prosperous future with Walton Financial Group in Barrie, Ontario. Our expert financial advisors specialize in Wealth Management, Estate …

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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