Talisman Investment Planning

Talisman Investment Planning is a style name operated by David Atwood We offer a premium level of wealth management services under the brand, myTalisman™ The purpose of myTalisman™ is to save you time and money by gathering, protecting, and uniting the people and things you care about The delivery process for myTalisman™ ensures that each individual financial component is addressed and/or integrated in the manner of your choosing The benefit is greater confidence and peace of mind. We are in the business of delivering high-end wealth management services to Canadians, including middle income families and business owners Our passion leads us to develop a framework of highly effective delivery and integration systems to democratize the process of wealth management Our relationship management systems allow our clients to save their time and money while reaching their planning objectives more effectively and consistently