Talisman Investment Planning

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Description

As an organization that collects, uses and discloses personal information, Talisman Investment Planning is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Talisman Investment Planning provide you with information so that you may fully understand the purposes for which your personal information is collected. Over the course of your relationship with Talisman Investment Planning and your investment funds advisor, personal information will be collected in order to administer your mutual fund account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. This information allows for but is not limited to the buying and selling of mutual funds on your behalf, in addition to providing you with reporting and the administration of your account in a compliant and regulatory manner.

FundEX is subsidiary of Industrial Alliance Insurance and Financial Services Inc. Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services. The fourth largest life and health insurance company in Canada, Industrial Alliance is a fully integrated wealth management company serving more than 3 million clients across North America. With over $58.4 billion in assets, Industrial Alliance ranks among the 100 largest public companies in Canada. Industrial Alliance stock is listed on the TSX under the ticker symbol IAG.

Introductory Meeting During this first 20 minute meeting, we provide details about who we are, what we do, how we get paid, and we ask questions to determine whether or not there is a good fit for working together. Our client relationships are intended to be long term in nature and successful investing is intended to work the same way. The approach we use to achieve our client’s objectives is not for everybody, so we try to find out early on in the process if we may be wasting anyone’s time.

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.

At the root of each of the many 1,000's of portfolio alternatives are the underlying securities. Security selections in our client investment fund portfolios are made one at a time by the portfolio managers we have selected who are operating independently of one another. We bring all of those managers and their portfolio selections together integrating top quality portfolio management into the core of the Talisman service offering.

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