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Services & Fees

Services Include:

  • Family financial goal-setting
  • Retirement income strategy
  • Evidence-based investment strategy
  • Investment custody at  Investia Financial Services 
  • Ongoing advice and support in times of stress

What’s it like to work with me?

I place a high value on clarity, simplicity, and plain-English advice.

With your goals constantly in view, I will help you build a clear path to achieve them and present that plan to you in a way that is professional, evidence-based, and understandable.

Fee Structure

I use low-cost mutual funds and charge an annual advice fee that is payable from your investment accounts.  

For amounts up to $500,000, my annual advice fee is 1% of assets under management per year.

For amounts above $500,000, my annual advice fee is 0.5% of assets under management per year.

Minimum household investment is $250,000. 

The advice fees are in addition to the management costs of the mutual funds, which are between 0.4% and 0.46% per year.

When you work with me, your accounts are set up with Investia*, my mutual fund dealer and custodian. Your assets are held in trust by Investia, not Walhout Financial.

* Investia is the largest non-bank-owned independent mutual fund dealer in Canada, with $29B in assets under administration. Investia is wholly owned by iA Financial Group based out of Quebec City, QC - the fourth largest insurance company in Canada with $172B in assets under management.  

Ready to get started? Reach out to me any time.