|London Financial Advisor David Atwood|
In 1983, David left a management position in the hospitality industry to pursue a career as an independent financial services broker. Industry training included license qualifying exams and courses leading to designations offered by the general insurance industry, the life insurance industry, and the Chartered Financial Planners designation.
Independent minded from the outset, David built a successful general insurance brokerage named "The Insurance People." During this period David was 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. Canadian Insurance had published articles written by David on several different occasions. In 1995, after recognizing a growing trend that fundamentally changed the way the general insurance industry was being conducted, David sold the practice and turned his focus exclusively to wealth management services.
David served as a Vice-president Mutual Funds for the national trade association, the Independent Financial Brokers of Canada, where he had been a member since 1987. During the 12 years of David's service he was able to directly influence the cutting edge of developments within the financial services industry. David's most notable accomplishment was the adoption of several key recommendations that he personally lobbied politicians and regulators for. David authored the position paper for his trade association responding to regulators on the development of a new self-regulatory body, the Mutual Fund Dealers Association.
David was invited to be a member of the President's Council for the Investment Centre, a predecessor to Cartier Partners and later Dundee Private Investors Inc. During his tenure with FundEX Investments Inc., David has been invited by successive management teams to sit on the FundEX Advisory Council where he was awarded extended terms.
David is dedicated to helping his clientele secure their financial goals through careful planning and prudent investing. The founder of Talisman Investment Planning, David has organized a unique network of professional relationships, (http://www.gotpeace.ca), for the purpose of assisting his clients.