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Walton Financial Group Inc. of Barrie, ONA full service financial security planning organizationWalton Financial in Barrie, OntarioAt Walton Financial, 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 the specialists that focus on a wide range of insurance and investment planning products.Contact us today to talk about how we can help you achieve your long term financial goals.Walton Financial Group Inc. of Barrie listed in.
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
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.
Our family has been with Walton financial for 15 years. Brad and his team have been amazing to work with. And we have made some amazing gains with our investment. Thanks for all you help with our financial goals. We look forward to the next 15 years. Read more
Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.
Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.
Co-operators, Insurance, Car & Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Farm Insurance, Travel Insurance, Cottage Insurance, Insurance For Non-Profit, Socially Responsible Investments, Annuities, Group Benefits, Group Auto & Home Insurance, Group Retirement, Financial Services, Condo Insurance, Motorcycle Insurance, ATV Insurance, Motorhome Insurance, Commercial Vehicle Insurance
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.