Walton Financial Group

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.

Products Carried: Financial Planning, Education Savings Plans, Disability Insurance, RRSP, tax planning, Group Retirement, GIC, RESP, Retirement Planning, Accounting, Estate Planning, Financial Planning for Farmers, Mortgages, Will

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

Languages Spoken: English

Payment Options: Personal Checks