High-End Wealth Management Services

Including Middle Income Families

Talisman Investment Planning is a style name operated by David Atwood.  We offer a premium level of wealth management services under the brand, myTalisman™. We selected Sterling Mutuals Inc for the distribution of mutual funds in 2021. 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. 

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.

David Atwood

Financial Advisor

David Atwood

My aspiration as a practitioner is to deliver high-end wealth management solutions and to make the service available to middle income families providing unprecedented value, service levels, and expertise. Our client-centric approach, and passion to democratize the process, led to the development of myTalisman™ – a customized system that allows clients to save time and money while reaching their planning objectives effectively – and consistently.

I embraced the mutual fund industry in 1985 and after a 12-year career as an insurance broker, I was introduced to Warren Buffett – a turning point in my practice. Like Buffett, I strive to identify the best investments, buy at a discount and hold for the long run – a risk-averse approach that’s been reinforced each of the 18 times I’ve attended the Berkshire Hathaway AGM in Omaha. It’s through this methodology that my clients invest as business owners, and are able to participate in the process of wealth creation.

Founder, Talisman Investment Planning
January 1983 – Present

  • President’s Council - The Investment Centre, 1994, Founding Member of the FundEX Advisory Council, 2007-2017

    As counsel to the President, the role is to liaise directly with management and serve as the point of contact with the clients of the dealership, represent the voice of the front-line advisor, keep up to date with the latest changes to the investment industry, and influence the future direction of the dealership

  • Organized an integrated network of professional services relationships collectively known as PEACE™, (Professional Executive Alliance for Client Excellence), designed to connect clients with independent counsel, including accountants, lawyers, lenders, and insurance experts, (https://gotpeace.ca)

Vice-President, Mutual Funds at Independent Financial Brokers of Canada
January 1987 – July 2002

• Represented Financial Advisors with regulators and politicians during a period of transition for the self-regulatory body, the Mutual Fund Dealers Association, (MFDA)
• Authored the position paper for the association to assist in the formation of new rules for the MFDA, which enforced Advisor accountability up to a higher level in order to provide greater protection for consumers
• Lobbied successfully for the adoption of several key recommendations, which have provided lasting benefits in the wealth management industry

Designated Individual – General Insurance Broker at The Insurance People
January 1983 – January 1995

• Built a successful general insurance brokerage
• Researched and implemented an Errors and Omissions Insurance Program for a national association of insurance advisors
• 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

 

Follow our journey.

STERLING MUTUALS INC.

Sterling Mutuals Inc. was founded in 1996 and has grown to be one of Canada's premier independent dealers with over 300 advisors and support staff. We offer a wide assortment of non-proprietary financial products and solutions that permit our network of independent financial advisors to provide best-in-class products, services and advice to their clients. Using our innovative technologies combined with the professional support from our team, our advisors excel and focus on what they do best: providing unbiased and exceptional financial advice to clients. By striving to maintain the highest business standards and conduct through the promotion of best practices, Sterling Mutuals Inc. is committed to service excellence and customer satisfaction.

Reach out to us.

We’ll prepare a proposal and walk you through every step of the process.