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.

09/02/2026

Odds of an interest-rate hike or cut were already low heading into the fall.

09/01/2026

Ottawa’s decision to walk away was defensible if the proposed agreement would have left Canada worse off than its alternatives. But walking away is costly, particularly for an economy so dependent on the U.S. market.

08/31/2026

High blood levels of xylitol associated with higher risk of major cardiovascular events, in largest study of its kind.

08/30/2026

Here's when active managers can add value and when they are 'closet indexers'.

08/29/2026

Business relationships and innovation on both sides of the border could suffer if tensions endure, industry leaders warn.

08/28/2026

Looking to channel your outrage through retail therapy? These Canadian companies are a great place to start.

08/27/2026

Here's a framework that satisfies both the head and the heart.

08/26/2026

Budgeting for back-to-school shopping can be a daunting task, as parents balance school supply lists with all the other costs of raising children.

08/25/2026

Donald Trump’s fresh wave of tariffs that took effect this weekend could cost tens of thousands of jobs across the country, according to a well-known economist.

08/24/2026

Millennials may have spent years being cast as financially stuck, but new data suggests many are starting to feel better off.

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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