David lives in London, Ontario and is the father of two young children, Myles and Grant. As a Past-president of a local Optimist Club, David established himself as a "Friend of Youth" in his community. Continuing in this spirit, David coached little league soccer, baseball, and was involved with Scouts Canada as a Beaver leader.

In 1983, David left a management position in the hospitality industry to pursue a career as an independent financial services broker. Since then, he built a successful general insurance brokerage named "The Insurance People." In 1995, after recognizing a growing trend that fundamentally changed the way that business was conducted, David sold the practice and turned his focus on wealth management.

David is dedicated to helping his clientele secure their financial goals through careful planning and prudent investing. David enjoys relationships with some of Canada's leading professional money managers including billionaire investor Michael Lee Chin, Money Manager of the Year award winner Jonathan Wellum, and the sloth like Larry Sarbit, all dedicated Buffettologists.

During his career, David was invited to participate in round table discussions about the future of the general insurance industry by the Consumers Association of Canada and Canadian Insurance Magazine. Canadian Insurance had published articles written by David on several different occasions. David was a member of the President's Council for the former Investment Centre, a predecessor to Cartier Partners, and is currently a member of the FundEX Advisory Council.

David served as a Vice-president of a national trade association, the Independent Financial Brokers of Canada, where he had been a member since 1987. During the 12 years of David's service he was able to directly influence the cutting edge of developments within the financial services industry. David's most notable accomplishment was the adoption of several key recommendations that he personally lobbied politicians and regulators for. David authored the position paper for his trade association responding to regulators on the development of a new self-regulatory body, the Mutual Fund Dealers Association.

Talisman Investment Planning is operated by David Atwood and through it's relationship with FundEX Investments Inc. is able to conduct Mutual Fund transactions which include RRSPs, RRIFs, monthly savings plans and systematic withdrawal plans. We do not manufacture products or distribute proprietary products.