Address: 126 Wellington St W #307, Barrie, ON L4N 1K9, Canada
Address: 126 Wellington St W #202, Barrie, ON L4N 1K9, Canada
“My wife and I recently moved to Barrie and wanted to consolidate our RRSPs and various investment accounts with a financial planner in the area more accessible to us. We were referred to Brad Walton by a client of Walton Financial. In our first meeting with Brad, he listened closely to us and very quickly understood our situation and what we as a fairly recently retired couple were looking for. Brad recommended a plan tailored to our needs and provided lots of information to assist in making our decisions. He took care of all the transfers of our various accounts making the process very painless for us. Brad has met with us several times, provided answers to all of our questions and has made us quite comfortable with our decision to go with him as our financial planner. Oh, and the cookies are great too!”
Address: 128 Wellington St W #201, Barrie, ON L4N 8J6, Canada
“After sitting and talking to a few other insurance brokers.... Martine made this process much easier and we couldn’t be happier with our decision choosing her. Thanks again. WE ARE COVERED!”
Address: 128 Wellington St W Suite 201, Barrie, ON L4N 8J6, Canada
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable. Jay always has our best interests at heart when planning our investment portfolio or taking out extra health / disability coverage. Jay exudes kindness, integrity, honesty, patience and most we trust that he is doing the best for us and our family as he has become part of ours!”
Address: 128 Wellington St W #201, Barrie, ON L4N 8J6, Canada
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