Talisman Investment Planning

Talisman Investment Planning myTalisman™ is a unique, custom tailored process designed around you, enabling you to reach your financial objectives. We selected Sterling Mutuals Inc.

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.

06/03/2026

If you don’t have a defined benefit pension plan through work, you may want to consider purchasing an annuity to get guaranteed income throughout your retirement.

06/02/2026

World Cup players will have to watch their step when it comes to delays.

06/01/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

05/31/2026

The tax break on new homes has dramatically narrowed the gap between buying new and buying resale.

05/30/2026

Don't ask your team to change; ask them to grow. Here's the difference — and how it helps us scale while maintaining culture.

05/29/2026

The rollout of AI into financial accounts highlights a growing tension around AI financial assistants: Consumers may like the idea of more personalized money guidance, but many remain uneasy about sharing sensitive financial information with conversational AI systems.

05/28/2026

Microsoft is hitting Ctrl+Alt+Delete on its leadership structure.

05/27/2026

Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years.

05/26/2026

Here's how the brain's attention filter turns your focus into your reality — and the search query rewrite that changes what you find.

05/25/2026

4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame?

Address

1522 Sunningdale Road East
London, ON
N5X3Y6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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