Walton Financial Group Inc

Walton Financial Group Inc OUR MISSION -"As a full financial security planning organization, we want our name to be synonymous

WHAT WE CAN DO FOR YOU
With our head office situated in Barrie, Ontario, we are well positioned to service clients from all over Simcoe County including Collingwood, Orillia, Midland and of course Barrie. Our team of financial advisors, lawyers and tax planners help individuals, families and small business owners set long-term financial goals through managing risk as well as addressing solutions for investments, income protection, retirement and estate planning.

Retirement is not just about stopping work. It is about creating the freedom to enjoy what comes next, with a plan that ...
05/29/2026

Retirement is not just about stopping work. It is about creating the freedom to enjoy what comes next, with a plan that supports your goals, your lifestyle, and the people who matter most.

Retirement planning is about looking ahead with intention, so the years ahead feel less uncertain and more aligned with ...
05/28/2026

Retirement planning is about looking ahead with intention, so the years ahead feel less uncertain and more aligned with the life you want to enjoy.

Retirement can feel far away until it suddenly feels close. A thoughtful plan helps you understand your goals, prepare f...
05/28/2026

Retirement can feel far away until it suddenly feels close. A thoughtful plan helps you understand your goals, prepare for change, and make decisions with more confidence along the way.

Financial planning is not just about numbers. It is about creating clarity, protecting what matters, and making thoughtf...
05/26/2026

Financial planning is not just about numbers. It is about creating clarity, protecting what matters, and making thoughtful decisions through every season of life.

The transition into retirement comes with big questions. When should I retire? Where will my income come from? How do I ...
05/25/2026

The transition into retirement comes with big questions. When should I retire? Where will my income come from? How do I make it last? A thoughtful plan helps turn those questions into a clear path forward.

Not every risk announces itself. Book a financial review and make sure your plan is prepared for what’s ahead.
05/11/2026

Not every risk announces itself. Book a financial review and make sure your plan is prepared for what’s ahead.

A little perspective can make the path ahead feel clearer. At Walton Financial, we strive to work with you to create a f...
05/07/2026

A little perspective can make the path ahead feel clearer. At Walton Financial, we strive to work with you to create a future that just makes sense to your financial course.

No two journeys look the same, so why would the plan?
05/06/2026

No two journeys look the same, so why would the plan?

It’s never too early to start planning for your golden years. At Walton Financial, our retirement planner will guide you...
05/05/2026

It’s never too early to start planning for your golden years. At Walton Financial, our retirement planner will guide you through the complexities of “thinking ahead”, from identifying your current income sources, to developing a savings program and managing your expenses and financial assets.

Because no two financial lives look the same, and your plan should not either.
05/04/2026

Because no two financial lives look the same, and your plan should not either.

Where strategy feels effortless. At Walton Financial Group, your plan is built with care, clarity, and guidance you can ...
03/31/2026

Where strategy feels effortless. At Walton Financial Group, your plan is built with care, clarity, and guidance you can rely on.

Address

126 Wellington Street W # 202
Barrie, ON
L4N1K9

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

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