Dealer FAQ

 


 

 

Click on a question to drop down to the answer.

 

  1. Where can I find updates on investments and current anticipated timelines?
  2. Where can I find information on one of Walton’s Prospectus Offerings?
  3. It is possible to liquidate or redeem a Walton investment?
  4. Where can I access current offering documents and materials, pipeline information, news articles and update presentations?
  5. How does a client change the Dealer Representative or Dealer Group assigned to their Walton account?
  6. How do I get access to my client’s account information or obtain a copy of a client’s Portfolio Summary?
  7. Who do I contact with questions regarding a Portfolio Summary or client account?
  8. Who does a client contact regarding questions about a statement or bill from a trust company?
  9. How does an investor log into the Walton website?
  10. How do I update an address?
  11. How can an investor change the bank account information associated with their account?
  12. How does a client or representative update their Electronic Communication Preferences?
  13. When will investors receive the annual financial statements for their Walton investments?
  14. When can investors expect to receive tax slips for investments?
  15. When are commissions paid?
  16. When are trailer fees paid?
  17. I am an IIROC Dealer, Mutual Fund Dealer, Exempt Market Dealer, or Registered Dealing Representative and have further questions for Walton. Who should I contact?
  18. How does a client contact Walton directly?

 


 

  1. Where can I find updates on investments and current anticipated timelines?
    Annual Project Updates for our Pre-Development Land Products are updated annually and are generally available in the first quarter of each calendar year. To access the Project Updates, please log in to Walton.com. Once you are logged in, you can find updates using the “Search for Pre-Development Projects” or “Search for Development Projects” links at the bottom of the landing page.

     

    These updates include a Property Overview, Regional Market Activity, Project Objectives and Milestones, as well as revised anticipated exit timeframes for projects that have passed their original anticipated hold period.

     

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  2. Where can I find information on one of Walton’s Prospectus Offerings?
    Highlights, Images, Financials and News Releases can be found on SEDAR or on the Prospectus Offerings page on Walton.com

     

    Prospecuts Projects include: Walton Big Lake Development LP, Walton Edgemont Development Corporation, Walton Ontario Land LP 1, Walton Westphalia Development Corporation, and Walton Yellowhead Development Corporation.

     

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  3. It is possible to liquidate or redeem a Walton investment?
    All Walton Pre-development Land investments and Development Corporation investments contain no conversion or early redemption options. Please refer to the Offering Memorandum that you received at the time of purchase for further details.

     

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  4. Where can I access current offering documents and materials, pipeline information, news articles and update presentations?
    You must first login to Walton.com for Dealers. This information can be accessed behind login in the Education Centre.

     

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  5. How does a client change the Dealer Representative or Dealer Group assigned to their Walton account?
    A client can change the Dealer Representative or Dealer Group assigned to their account by completing the Dealer Change Form using the link below:

     

    English  |  French

     

    Email:
    Fax:
    Mail:
    DealerServices@walton.com
    +1.866.925.8663
    21st Floor, Sun Life Plaza, West Tower, 144 - 4th Avenue SW, Calgary, Alberta T2P 3N4

     

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  6. How do I get access to my client’s account information or obtain a copy of a client’s Portfolio Summary?
    If you are the dealer assigned to the client’s account or have been provided with account access, you can request a portfolio summary from the Walton Dealer Services department at DealerServices@walton.com or by phone at 1.844.750.3349.

     

    If you are not the dealer assigned to the client’s account, please have your client complete a Dealer Change Form or Account Access form which can be accessed using the links provided below:

     

    Dealer Change Form
    English  |  French

     

    Account Access Form
    English  |  French

     

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  7. Who do I contact with questions regarding a Portfolio Summary or client account?
    Please contact Walton Dealer Services at DealerServices@walton.com or by phone at 1.844.750.3349

     

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  8. Who does a client contact regarding questions about a statement or bill from a trust company?
    If a client receives a statement or bill from one of the below trust companies, please contact them directly:

     

    Olympia Trust Company
    2200, 125 – 9th Avenue S.E., Calgary, AB T2G 0P6
    Toll Free: +1.877.565.0001
    rrspinfo@olympiatrust.com

     

    Canadian Western Trust
    300 - 750 Cambie Street, Vancouver, BC V6B 0A2
    Toll Free: +1.800.663.1124
    informationservices@cwt.ca

     

    Western Pacific Trust Company
    920 – 789 West Pender Street, Vancouver, BC V6C 1H2
    Toll Free: +1.800.663.9536
    self-administered@westernpacifictrust.com

     

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  9. How does an investor log into the Walton website?
    Detailed instructions for an investor to log into Walton.com are located on the Investor FAQ Page and can be accessed by clicking here.

     

    Alternatively, please have your client contact Investor Relations at Info@walton.com or by phone at +1.866.925.8668.

     

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  10. How do I update an address?
    Please complete the address update form by clicking on the link below.

     

    English  |  French

     

    This completed form must be returned to us via one of the following methods:

     

    Email:
    Fax:
    Mail:
    info@walton.com
    +1.866.925.8663
    21st Floor, Sun Life Plaza, West Tower, 144 - 4th Avenue SW, Calgary, Alberta T2P 3N4

     

    If there are any registered funds associated with the account, we will attempt to update the trust company on your behalf. However, we recommend you contact the trust company directly to update the information. Click here for trust company contact information.

     

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  11. How can an investor change the bank account information associated with their account?
    Please complete the following EFT change form to make changes to any banking information:

     

    English  |  French

     

    The completed form can be returned to us via the following methods:

     

    Email:
    Fax:
    Mail:
    info@walton.com
    +1.866.925.8663
    21st Floor, Sun Life Plaza, West Tower, 144 - 4th Avenue SW, Calgary, Alberta T2P 3N4

     

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  12. How does a client or representative update their Electronic Communication Preferences?
    Please complete the below form and return to Walton via one of the following methods.

     

    English  |  French

     

    Email:
    Fax:
    Mail:
    info@walton.com
    +1.866.925.8663
    21st Floor, Sun Life Plaza, West Tower, 144 - 4th Avenue SW, Calgary, Alberta T2P 3N4

     

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  13. When will investors receive the annual financial statements for their Walton investments?
    Annual financial statements are required to be completed within 180 days of the entities fiscal year end. Most Walton projects have a fiscal year end of December 31, except Walton Simcoe Heights 1 – 4 which have a fiscal year end October 31.

     

    In January 2016, the CSA introduced new requirements which stipulate that financial statements must be completed within 120 days of the fiscal year end. All project in syndication at that time, and moving forward will fall under this guidance.

     

    In an effort to share information in a more efficient and environmentally friendly manner, audited financial statements are now available to investors and partners in business on Walton.com after logging in.

     

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  14. When can investors expect to receive tax slips for investments?
    The most commonly received tax slips for Walton Investments are T5s and T5013s.

     

    (T5) tax slips - the CRA filing deadline for T5 tax slips is February 28.

     

    (T5013) tax slips - the CRA filing deadline for T5013 tax slips is March 31.

     

    All other tax slips will be sent in the mail to investors, prior to the CRA filing deadline. If you require a copy of a tax slip or have questions regarding the information provided, please contact Investor Relations at Info@walton.com or by phone at +1.866.925.8668.

     

    Please click here for the Tax Table, which provides additional information on all types of tax slips and their mailing dates.

     

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  15. When are commissions paid?
    Commissions are paid after a trade has been part of a closing. The first closing on a new project is not held until a project has reached its minimum offering, therefore there can be some delays in commission payments when a project is first launched.

     

    Walton payroll makes external dealer commission payments every Friday.

     

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  16. When are trailer fees paid?
    Trailer fees are paid as soon as practicable after the trailer fee record date. For specific information on trailer fee record dates and frequency and duration of payments, please refer to the original project offering memorandum. For additional questions please contact Dealer Services at DealerServices@walton.com or by phone at 1.844.750.3349.

     

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  17. I am an IIROC Dealer, Mutual Fund Dealer, Exempt Market Dealer, or Registered Dealing Representative and have further questions for Walton. Who should I contact?
    Please contact your Regional Wholesaler or Dealer Services.

     

    Email:
    Telephone:
    DealerServices@walton.com
    +1.844.750.3349

     

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  18. How does a client contact Walton directly?
    Please contact Investor Relations.

     

    Email:
    Telephone:
    Fax:
    Mail:
    info@walton.com
    +1.866.925.8668
    +1.866.925.8663
    21st Floor, Sun Life Plaza, West Tower, 144 - 4th Avenue SW, Calgary, Alberta T2P 3N4

     

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