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Meet Mark

Mark’s Story

I’ve always been interested in financial markets and investing icons like Warren Buffett and Charlie Munger, but I spent most of my career in technology sales. 

I enjoyed helping my clients solve tough problems in the technology industry. But, as my family grew and I was progressing in my sales career I felt that it was time for a change.  

When my dad, who built Walhout Financial from scratch, was ready to retire, he approached me about taking over his business.  My desire to build a business where I could have a meaningful impact on people's lives made the opportunity irresistible.

I choose to work closely with families because I understand their challenges.  I understand how difficult it is for families to maintain a long-term plan with other stresses in their lives.  I look forward to working with you.

What I Do for Fun

Having fun at the Blue Jays game.

My wife, son, daughter and I are huge Blue Jays fans. During the season, you can almost always find us catching the game at home or in the stands. We also love to travel and do a lot of family activities together, whether we’re going on a big adventure to Europe, enjoying a day at Canada’s Wonderland, or spending the day at the local splash pad.

I do volunteer work supporting my kids’ activities, like coaching hockey and baseball for my son or supporting family activities at my kids’ schools.

I also play the drums (quietly), and distance run (slowly).

My Credentials

I am an FPSC Level 1® Certificant in Financial Planning.  I hold an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, ON.  I'm a graduate of the Canadian Securities Institute Canadian Securities Course (CSC) and Life License Qualification Program (LLQP).

I am currently pursuing the CERTIFIED FINANCIAL PLANNER® (or CFP®) designation and Chartered Investment Manager (CIM®) designation.  Expected completion in 2019 for both.

Interested in learning more?

Why Walhout