Talisman Investment Planning
Talisman Investment Planning is a style name operated by David Atwood and Grant Atwood. We offer a premium level of wealth management services under the brand, myTalisman™. We selected FundEX Investments Inc. for the distribution of mutual funds in 1999.
FundEX Investments Inc. Corporate Profile
Founded in 1995, FundEX Investments Inc., a national mutual fund dealer added a new spin to the mutual fund industry by launching a flat fee dealership specifically designed to satisfy the needs of the successful advisor.
Since then, FundEX has grown to become one of Canada’s largest mutual fund dealerships by maintaining its core principles of valuing and encouraging the independence of financial advisors in Canada. This simple and unique concept has flourished and has positioned FundEX as one of Canada’s best dealerships. FundEX proudly supports over 700 financial advisors across Canada and administers over 17 billion in assets.
The goal of FundEX as a mutual fund dealer is to partner with high caliber advisors with outstanding reputation and provide them with a truly independent model that grants them control over their business and the tools necessary to further enhance their practice.
IA Financial Group
FundEX is a wholly owned subsidiary of IA Financial Group, a life and health insurance company whose origins date back to 1892. The fourth largest life and health insurance company in Canada, Industrial Alliance contributes to the financial well-being of over 4 million Canadians, employs over 6,100 people and administers and manages approximately 170 billion in assets.
As part of the IA family, David and Grant Atwood are able to deliver the myTalisman™ brand of services proudly, with the support of thousands of hard working individuals across Canada. We are taking advantage of Canada's leading provider of wealth management solutions using the independent model to provide our clients with world class wealth management services.