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.
Our insurance business has been operating since 1921 in Barrie and since 1988 in Toronto. The business has provided coverage from cargo shipments made in the 1920s to the present day needs of all businesses and individuals. The journey began in 1921 when Gordon and Monica Stevenson first opened up their insurance business in downtown Barrie. In 1947, John Stevenson, their son, entered the business. Continuing on the path, the next step happened in 1972 when Garry McCluskey became a partner of the firm.
The family business entered into a third generation with the addition of Gord, Jim, and Anne Stevenson in the 1980s. The emergence of Glenn and Wayne Dusome also occurred at this time. In 1985, there was a change in ownership and in 1989 the firm name was changed to Stevenson-Dusome. In 1990, we opened the life insurance division with the addition of Doug Conway.
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.
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.
Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.
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