Business Details
43 Years
experience
Your Trusted Financial Partner in Canada
Founded in 1983, Talisman Investment Planning has dedicated itself to delivering high-end wealth management solutions tailored to the unique needs of individuals, families, and business owners across Canada. Our proprietary myTalisman process integrates advanced technology with personalized service, ensuring clients achieve their financial objectives with confidence and peace of mind. With decades of industry experience, we prioritize democratizing access to premium financial services, making them accessible to middle-income families while maintaining a client-centric approach.Our team collaborates with independent professionals in accounting, law, and insurance to provide holistic financial strategies. We emphasize long-term value investing, tax optimization, and estate planning, supported by transparent fee structures and socially responsible investment options. Our commitment to innovation and client education ensures adaptability to life's evolving financial challenges.
Services
Risk Management
Mutual Funds
Tax Reporting
Estate Planning
Cash Flow Analysis
Socially Responsible Investing
Portfolio Management
Insurance Solutions
Wealth Integration
Financial Education
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of experience in wealth management and financial planning.
- Our myTalisman process integrates technology with personalized, family-office-level service.
- Transparent fee structures cap costs and offer family pricing discounts.
- We specialize in democratizing access to premium financial services for middle-income families.
- Our Socially Responsible Investment options incorporate ESG and SRI principles.
Services
Wealth Management
Our comprehensive wealth management services integrate investment strategies, tax optimization, and estate planning. We utilize the myTalisman framework to deliver personalized solutions that adapt to clients' evolving financial needs while maintaining transparent fee structures. This approach ensures long-term wealth preservation and growth through disciplined value investing principles.
Risk Management
We provide tailored risk management strategies including life/disability insurance, segregated funds, and key person protection. Our approach focuses on safeguarding clients' assets against potential threats like income loss, tax liabilities, and business disruptions through customized insurance products and mitigation strategies.
Estate Planning
Our estate planning services analyze wills, trusts, and charitable giving strategies to ensure efficient wealth transfer. We offer intervivos and testamentary trust analysis, power of attorney documentation, and final arrangements planning to minimize tax implications while honoring clients' legacy intentions.
Socially Responsible Investing
We implement Socially Responsible Investment (SRI) strategies incorporating Environmental, Social, and Governance (ESG) factors. This service enables clients to align investments with personal values through screened funds that balance ethical considerations with financial performance objectives.
Tax Optimization
Our tax optimization services focus on maximizing deferral opportunities, capital loss harvesting, and income splitting. We develop customized strategies to reduce tax liabilities while enhancing overall portfolio efficiency through coordinated accounting and investment management.
People
David Atwood
Financial Advisor
David Atwood brings over 35 years of financial industry experience to Talisman Investment Planning. As founder, he developed the myTalisman framework to democratize access to premium wealth management services. His value investing approach, influenced by Warren Buffett's principles, focuses on long-term growth and risk mitigation.
Questions
What is myTalisman and how does it work?
myTalisman is our proprietary wealth management framework that integrates technology with personalized financial planning. It adapts to your evolving needs, coordinating investments, tax strategies, and estate planning while offering transparent fee structures and family pricing.
What services do you offer for middle-income families?
We provide accessible wealth management including risk management, mutual fund investments, tax optimization, and estate planning. Our transparent fee model ensures affordability without compromising service quality for middle-income households.
How do your fees compare to traditional wealth managers?
We cap advisory fees to recover fixed costs, offer family pricing discounts, and maintain consistent pricing regardless of asset value. This approach democratizes access to premium financial services typically reserved for high-net-worth clients.
Do you offer socially responsible investment options?
Yes, we provide Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) investment options that align financial objectives with ethical values while maintaining competitive returns.
