Walton Financial Group

202-126 Wellington St W, Barrie, ON L4N 1K9
705-733-5200

Our head office is situated in Barrie, and we are well positioned to service clients from all over Simcoe County incl. Collingwood, Orillia, Midland as well as Barrie. Our team has over 150 years combined experience. We work with individuals, families & small business owners set long-term financial goals through managing risk as well as addressing solutions for investments, income protection, retirement & estate planning. We offer London Life's own brand of savings & investments, retirement income, life insurance, & mortgages, also a broad range of financial products incl. RRSPs (registered retirement savings plans), RESPs (registered education savings plans) & TFSAs (tax free savings accounts) from other leading financial institutions. We have access to the specialists that focus on a wide range of insurance and investment planning products including critical illness, disability coverage, life insurance, estate planning, employee benefits and the effects of tax on your business.

Walton Financial Group - 202-126 Wellington St W, Barrie, ON

Located at 202-126 Wellington St W in Barrie, Ontario, Walton Financial Group is a local business part of the financial planning consultants category of Canpages website.

Please call 705-733-5200 to get in contact with Walton Financial Group that is located in your neighbourhood.

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Opening Hours

Monday 8:30 am - 6:00 pm

Tuesday 8:30 am - 6:00 pm

Wednesday 8:30 am - 6:00 pm

Thursday 8:30 am - 6:00 pm

Friday 8:30 am - 4:00 pm

Specialities

  • Life Insurance
  • Retirement Planning
  • Financial Planning
  • Group Benefits
  • Employee Benefits
  • Investment
  • Estate Planning
  • Group Retirement Planning
  • Disability Insurance

Products and Services

  • Group Benefits
  • Group Retirement
  • Financial Planning
  • RRSP
  • RESP
  • Education Savings Plans
  • RDSP
  • Tax Planning
  • Estate Planning
  • Mortgages
  • Tax Free Savings Accounts
  • GIC
  • Accounting
  • Retirement Planning
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Financial Planning For Farmers
  • Group Health Plans
  • Wills And Power Of Attorney

Methods of Payment

  • Cheque

Languages Spoken

  • English

Brands Carried

  • Manulife
  • London Life
  • Sunlife
  • Empire Life
  • Great West Life
  • Canada Life
  • Dynamic Funds
  • Fidelity Funds
  • RBC Funds
  • TD Bank Funds
  • CI Funds
  • Edge Benefits
  • CPP Insurance
  • Excel Funds
  • Quadrus Funds

Others

  • Awards
  • Voted Top Financial Advisor Of 2014 In Barrie
  • By Top Choice Awards

Walton Financial Group - Video

Walton Financial Group - Photos