Walton Financial Group

At Walton Financial Group Inc., we are dedicated to helping individuals and businesses achieve their financial goals. With over 120 years of combined experience, our team of experienced professionals is committed to providing personalized financial planning and investment advice to our clients. As a full-service financial planning firm, we offer a comprehensive range of financial services, including investment advice, life insurance, disability insurance, mortgage life insurance, corporately owned life insurance, financial planning, estate planning, retirement planning, pension commutation, and more.

Our Services

As a trusted financial services company, Walton Financial Group Inc. offers a broad range of financial services to businesses and individuals. Our financial planners and advisors are dedicated to helping you achieve your financial goals, whether it's planning for retirement, saving for your children's education, or minimizing your tax expenses.

Investment Advisor Services

Our registered investment advisors in Ontario can help you analyze your investment goals and find the right mix of securities for your personalized investment portfolio. We offer a range of investment products, including segregated funds and mutual funds, to help you achieve your financial objectives.

Life Insurance

We offer a range of life insurance products to help you protect your loved ones from financial struggle or enhance your estate. Whether you're looking for universal, whole, or term life insurance, our experienced insurance specialists can help you find the right policy for your needs.

Disability Insurance

Disability insurance can provide financial protection for you and your family in the event of an unexpected illness or accident. Our experts can help you find the right policy to ensure financial security in the face of unexpected circumstances.

Corporately Owned Life Insurance

As a business owner, you may be looking to protect your business and provide for your employees in the event of your passing. Our corporately owned life insurance products can help you achieve this goal and ensure the financial security of your business.

Estate Planning

Our expert estate planners can help you navigate the complexities of estate planning, including wills, trusts, and probate. We can help ensure that your estate is distributed according to your wishes and minimize taxes for your loved ones.

Retirement Planning

Planning for retirement is essential to ensure that you have a comfortable and secure financial future. Our experienced retirement planners can help you develop a plan to ensure that you have the income you need to maintain your lifestyle in retirement.

Pension Commutation

If you're leaving a job with a defined-benefit pension plan, our pension commutation services can help you navigate the options and make an informed decision about your pension benefits.

Mutual Funds and Segregated Funds

We offer a range of mutual funds and segregated funds to help you achieve your investment goals. Our experts can help you understand the differences between the two and find the right fund to invest in.

Our Team

Our team of experienced professionals is dedicated to providing personalized financial planning and investment advice to our clients. With over 120 years of combined experience in the financial services industry, we have the expertise and expertise to help you achieve your financial goals.