Mark Walhout

CFP®

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

Walhout Financial

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About me

I am the lead advisor and owner of Walhout Financial and I provide all planning and investment advisory services to clients.

I work exclusively with families with a special focus on retirement planning, tax planning, estate planning, risk management and evidence-based investment solutions. The families I work with value straightforward solutions.

They are looking for guidance so they can live out their financial dreams with peace of mind and confidence. I look forward to working with you. I am a Certified Financial Planner Professional.

I am a graduate of Wilfrid Laurier University with an Honours Bachelor of Business Administration (BBA) degree. I live in Aurora, Ontario with my wife Sarah and our children, Luke and Zoey. In my spare time I enjoy coaching baseball and travelling with my family.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

Latest videos and podcasts

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1 With Investia Financial Services Inc. 2 Walhout Financial

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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