Travis Forman Cfp, Cim, Fcsi
AeroLeads people directory · profile

Travis Forman Cfp, Cim, Fcsi Email & Phone Number

Portfolio Manager at Harbourfront Wealth Management
Location: Canada, Canada, Canada 3 work roles 2 schools
1 work email found @harbourfrontwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@harbourfrontwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Harbourfront Wealth Management
Role
Portfolio Manager
Location
Canada, Canada, Canada
Company size
108 employees

Who is Travis Forman Cfp, Cim, Fcsi? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Travis Forman Cfp, Cim, Fcsi is listed as Portfolio Manager at Harbourfront Wealth Management, a company with 108 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at harbourfrontwealth.com and a matched LinkedIn profile for Travis Forman Cfp, Cim, Fcsi.

Travis Forman Cfp, Cim, Fcsi previously worked as Official Member at Forbes Finance Council and Executive Financial Consultant at Investors Group. Travis Forman Cfp, Cim, Fcsi holds Bachelor Of Arts (Ba), Economics from Simon Fraser University.

Company email context

Email format at Harbourfront Wealth Management

This section adds company-level context without repeating Travis Forman Cfp, Cim, Fcsi's masked contact details.

*@harbourfrontwealth.com
71% confidence

AeroLeads found 1 current-domain work email signal for Travis Forman Cfp, Cim, Fcsi. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Travis Forman Cfp, Cim, Fcsi

At Harbourfront Wealth Management, shaping financial futures is our forte, thanks to a robust practice heavily centered on pre-retirees, business owners, and professionals. Our team's commitment to strategic wealth management has catapulted Strategic Private Wealth Counsel to the pinnacle of growth in assets under management, earning us national recognition.Steering over a billion in assets, I've played a pivotal role in the creation and management of Rockridge Private Debt Pool, Forsyth Private Real Estate Portfolios, and Laurier Private Equity Pool. Our approach intertwines in-depth retirement planning with bespoke investment management strategies, ensuring that each client's wealth journey is as unique as their aspirations.

Listed skills include Risk Management, Retirement Planning, Strategic Financial Planning, Wealth Management, and 15 others.

Current workplace

Travis Forman Cfp, Cim, Fcsi's current company

Company context helps verify the profile and gives searchers a useful next step.

Harbourfront Wealth Management
Harbourfront Wealth Management
Portfolio Manager
vancouver, british columbia, canada
Website
harbourfrontwealth.com
Employees
108
AeroLeads page
Company profile
View company profile Email format
3 roles

Travis Forman Cfp, Cim, Fcsi work experience

A career timeline built from the work history available for this profile.

Official Member

Forbes Finance Council

Sharing insights on wealth management, finance, personal investing and alternative investments with Forbes Finance Council, an invitation-only organization for successful senior-level financial services executives and leaders.

Sep 2022 - Sep 2023

Executive Financial Consultant

Investors Group

Notable Achievements at Investors Group Financial Services:PRESIDENTS CLUB2010, 2011, 20125 STAR WEALTH MANAGER2011, 2012, 2013, 2014EXECUTIVE & SENIOR CONSULTANT DIVISON2012, 2013Host of Breakfast Television Morning Segment "MONEY MORNINGS"ADDITIONAL EDUCATION 1999 - 2010:Fellow of Canadian Securities Institute (FCSI)Certified Financial Planner.

Jan 1999 - Mar 2016
Team & coworkers

Colleagues at Harbourfront Wealth Management

Other employees you can reach at harbourfrontwealth.com. View company contacts for 108 employees →

RB Ryan Brink, Cfp Rrc Ryan Brink, Cfp Rrc Colleague at Harbourfront Wealth Management Williams Lake, British Columbia, Canada, Canada View → MW Matthew Whistance-Smith, Cim® Matthew Whistance-Smith, Cim® Colleague at Harbourfront Wealth Management Toronto, Ontario, Canada, Canada View → ER Elaine Ross Elaine Ross Colleague at Harbourfront Wealth Management Winnipeg, Manitoba, Canada, Canada View → CH Connor Hemmett Connor Hemmett Colleague at Harbourfront Wealth Management Winnipeg, Manitoba, Canada, Canada View → MJ Mustapha Jumare Mustapha Jumare Colleague at Harbourfront Wealth Management Greater Vancouver Metropolitan Area, Canada View → PR Pamela Rind-Lediard Pamela Rind-Lediard Colleague at Harbourfront Wealth Management Midland, Ontario, Canada, Canada View → RG Ron Gesser Ron Gesser Colleague at Harbourfront Wealth Management Canada, Canada View → BR Bill Richardson, Cim, Cfp Bill Richardson, Cim, Cfp Colleague at Harbourfront Wealth Management Midland, Ontario, Canada, Canada View → HS Harnitkaur Soni Harnitkaur Soni Colleague at Harbourfront Wealth Management Surrey, British Columbia, Canada, Canada View → VM Vanessa Moss Vanessa Moss Colleague at Harbourfront Wealth Management Midland, Ontario, Canada, Canada View →
2 education records

Travis Forman Cfp, Cim, Fcsi education

Education record

Vancouver College
FAQ

Frequently asked questions about Travis Forman Cfp, Cim, Fcsi

Quick answers generated from the profile data available on this page.

What company does Travis Forman Cfp, Cim, Fcsi work for?

Travis Forman Cfp, Cim, Fcsi works for Harbourfront Wealth Management.

What is Travis Forman Cfp, Cim, Fcsi's role at Harbourfront Wealth Management?

Travis Forman Cfp, Cim, Fcsi is listed as Portfolio Manager at Harbourfront Wealth Management.

What is Travis Forman Cfp, Cim, Fcsi's email address?

AeroLeads has found 1 work email signal at @harbourfrontwealth.com for Travis Forman Cfp, Cim, Fcsi at Harbourfront Wealth Management.

Where is Travis Forman Cfp, Cim, Fcsi based?

Travis Forman Cfp, Cim, Fcsi is based in Canada, Canada, Canada while working with Harbourfront Wealth Management.

What companies has Travis Forman Cfp, Cim, Fcsi worked for?

Travis Forman Cfp, Cim, Fcsi has worked for Harbourfront Wealth Management, Forbes Finance Council, and Investors Group.

Who are Travis Forman Cfp, Cim, Fcsi's colleagues at Harbourfront Wealth Management?

Travis Forman Cfp, Cim, Fcsi's colleagues at Harbourfront Wealth Management include Ryan Brink, Cfp Rrc, Matthew Whistance-Smith, Cim®, Elaine Ross, Connor Hemmett, and Mustapha Jumare.

How can I contact Travis Forman Cfp, Cim, Fcsi?

You can use AeroLeads to view verified contact signals for Travis Forman Cfp, Cim, Fcsi at Harbourfront Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Travis Forman Cfp, Cim, Fcsi attend?

Travis Forman Cfp, Cim, Fcsi holds Bachelor Of Arts (Ba), Economics from Simon Fraser University.

What skills is Travis Forman Cfp, Cim, Fcsi known for?

Travis Forman Cfp, Cim, Fcsi is listed with skills including Risk Management, Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Investment Advisory, Retirement, and Wealth.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.