Founded in 1983, Talisman Investment Planning is a family oriented business dedicated to serving clients with financial services related to wealth management. Talisman Investment Planning is a style name operated by David Atwood. We offer a premium level of wealth management services under the brand, myTalisman™. for the distribution of mutual funds in 2021 after a 20 year run contributing to the building Canada's largest independent advisor network. The purpose of myTalisman™ is to save you time and money by gathering, protecting, and uniting the people and things you care about. The process of delivery for myTalisman™ ensures that each individual financial component is addressed and/or integrated consistently at a high level of service. The benefit is greater confidence, peace of mind, and enjoyment of what you have created. We are in the business of delivering high-end wealth management services to Canadians, including middle income families. Our passion leads us to develop a framework of highly effective systems to democratize the process of wealth management. Our relationship management systems of delivery and integration allow our clients to save their time and money while reaching their planning objectives more effectively and consistently. The delivery is supported by customized technology solutions designed specifically to allow individuals to choose their level of engagement within the context of a fully unified service, similar to the family office experience enjoyed by those in the top 2% of income earners.
