Dawn Walton

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As a Meridian Investment Specialist and an Aviso Wealth Investment Advisor, I take the guesswork out of investing by creating a comprehensive, personalized plan, tailored to your financial priorities. Serving Meridian's Collingwood and Penetanguishene locations, I'm here to help you build a brighter financial future.

As we work together, we’ll examine key questions: are you on track to achieve your financial and investment goals? Is your plan optimized for tax efficiency? What are your key focus areas for the coming years? I will help you answer these questions and more, listening closely to your goals and concerns, while providing clear, unbiased advice.

With over 15 years of banking experience, I am committed to continuous learning. I’ve completed several professional development courses, including the Investment Funds in Canada (IFC) program, Personal Financial Services Advice, and Responsible Investment Specialist (RIS) certification. I’m currently pursuing a Personal Financial Planner (PFP) designation, as well.

In my free time, I enjoy painting acrylic landscapes of Georgian Bay and surrounding areas. My art has been featured in local shops and homes. You might also find me floating down the Beaver River with my husband or enjoying a movie night with my family. I look forward to working with you, helping you make confident, well-informed financial decisions.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.