We offer a variety of top-performing investment and savings solutions, retirement income, life insurance, and mortgages, including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) TFSAs (tax-free savings accounts) and Corporate Investment Accounts. We also work with a range of specialists that focus on a wide range of financial planning solutions.
As a Chartered Accountant, I advise my clients to seek the advice of professionals in the appropriate specialty related to their specific needs. When it comes to investments and insurance, the professional financial management services provided by Bradley Walton of Walton Financial are next to none.
As a Chartered Accountant, I advise my clients to seek the advice of professionals in the appropriate specialty related to their specific needs. When it comes to investments and insurance, the professional financial management services provided by Bradley Walton of Walton Financial are next to none.
Services
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If you have already retired or plan to retire soon, we can help you maximize your income potential, ensure flexibility and minimize your taxable income. What are your retirement goals? Could our unique integrated planning process help you realize the lifestyle you see for yourself in retirement? We can help you access the tax-sheltered benefits provided by a Tax Free Savings Account in order to maximize your investment earnings.
As parents, you may also be considering purchasing children's life insurance. There are several benefits to doing so, including lower rates and ensuring your child's ability insurability in the future. Contact us today in order to determine whether adding children's insurance to your insurance portfolio makes sense for you and your family.
Insurance products, including segregated fund policies are offered through Walton Financial Group Inc., and Investment Representative Bradley Walton offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd.
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