Walton Financial Group Professional
Aug 14th, 2022 at 10:24 Insurance 202-126 Wellington St W, Barrie, ON L4N 1K9 11 views Reference: 1016878
General Information
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.
Awards
- Voted Top Financial Advisor Of 2014 In Barrie,
- By Top Choice Awards,
Products and Services
- Group Benefits,
- Group Retirement,
- Financial Planning,
- RRSP,
- RESP,
- Education Savings Plans,
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- 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,
Brands Carried
- Manulife,
- London Life,
- Sunlife,
- Empire Life,
- Great West Life,
- Canada Life,
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- Dynamic Funds,
- Fidelity Funds,
- RBC Funds,
- TD Bank Funds,
- CI Funds,
- Edge Benefits,
- CPP Insurance,
- Excel Funds,
- Quadrus Funds,
Specialties
- Life Insurance,
- Retirement Planning,
- Financial Planning,
- Group Benefits,
- Employee Benefits,
- Investment,
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- Estate Planning,
- Group Retirement Planning,
- Disability Insurance,
Languages Spoken
- English,
Opening Information
| 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 |
Website: http://www.waltonfinancial.ca/
Facebook: https://www.facebook.com/waltonfinancialgroup/
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