I am the lead advisor and owner of Walhout Financial and I provide all technical expertise and planning services to clients. I think one of my greatest abilities is translating financial planning to clients in a way that they can understand it. In other words, you can actually understand the answers I give to your questions!
When my dad, who built Walhout Financial from scratch, was ready to retire, he approached me about taking over his business. My desire to continue to build a business where I could have a meaningful impact on people's lives made the opportunity irresistible.
The families I work with value straightforward solutions. They are looking for guidance so they can live out their retirement dreams with peace of mind and confidence. I look forward to working with you.
What I Do for Fun
Having fun at the Blue Jays game.
My spare time is dedicated to my family. My wife Sarah and I have 2 kids - Luke and Zoey. We 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. We are also big fans of Toronto sports teams - the Jays and the Leafs in particular.
I am a CERTIFIED FINANCIAL PLANNER ® Professional (CFP) and a Chartered Investment Manager® (CIM). I hold an Honours Bachelor of Business Administration (BBA) from Wilfrid Laurier University in Waterloo, ON.