3 Best Financial Services in Barrie, ON

“Walton Financial Group Inc. team of financial security advisors works with lawyers and tax planners to help individuals, families, and small business owners set long-term financial goals by managing risk and addressing solutions for investments, income protection, retirement, and estate planning. Bradley Walton is the founder and president of the firm. The team suggests a customized plan with specific recommendations to achieve their goals. They strive to provide their clients with consistent, high-quality financial security planning services. With their head office in Barrie, Ontario, they are well-positioned to service clients from all over Simcoe County, including Collingwood, Orillia, and Midland. They offer a broad range of financial services to both businesses and individuals, from top-performing investment and savings solutions to retirement income, life insurance, and estate planning.

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“Dunbrook Associates is a distinguished firm specializing in financial planning, helping individuals, families, and enterprises effectively oversee their wealth. Chris Arthur clinched the accolade for the finest financial advisor in Barrie in 2022 through a community-driven voting process, and his candidacy continues into 2023. Their commitment lies in delivering all-encompassing planning solutions to families, facilitating the achievement of their financial aspirations. Irrespective of whether you find yourself at the early stages of your professional journey or making preparations for retirement, their services are geared towards safeguarding your financial stability. Their fee structure sets them apart, which typically undercuts major banks and prominent financial institutions by around 30%. Dunbrook Associates advocates for ethical and Environmental, Social, and Governance (ESG) investing, further showcasing their commitment to responsible financial practices.

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“Podium Prosperity Group is a business consultancy firm specializing in services to incorporated small businesses across Canada, with offices in Barrie, Kitchener, and Edmonton. With over 30 years of experience as a CFO, Jim Pelot, CA, CPA, provides unique and impactful insight into the rollercoaster business owners. As “Coach & Consultant”, Jim Pelot and Cher Cunningham will guide you through the doldrums of business overwhelm into the calmer, smooth sailing seas as you learn how to become the powerful CEO of your business. There are powerful levers you can pull to take you from the overwhelmed business owner you are to a calm and controlled CEO. Julie Muir, PFA, is your Intentional Wealth Activator as financial strategies launch to support your risk, wealth, legacy and philanthropy strategies. Sam Pelot will help you put tailored group benefits in place as part of their AIRR program to help strengthen your employee workforce. Book your sounding board session today to discover how you can multiply your efforts and shorten your path to success. Don’t let holes in your current plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.

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