Travis Forman Cfp, Cim, Fcsi
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Travis Forman Cfp, Cim, Fcsi Email & Phone Number

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

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Work email t****@harbourfrontwealth.com
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Current company
Harbourfront Wealth Management
Role
Portfolio Manager
Location
Canada
Company size
108 employees

Who is Travis Forman Cfp, Cim, Fcsi? Overview

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Quick answer

Travis Forman Cfp, Cim, Fcsi is listed as Portfolio Manager at Harbourfront Wealth Management, a with 108 employees, based in 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

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

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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

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Harbourfront Wealth Management
Harbourfront Wealth Management
Portfolio Manager
vancouver, british columbia, canada
Website
harbourfrontwealth.com
Employees
108
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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 (CFP)Financial Management Advisor (FMA)Wealth Management Techniques (WMT)Professional Financial Planning Course (PFP)Licensed Life Insurance Provider (LLQP) Canadian Securities Course (CSC)Mutual Funds License of Canada (IFIC)

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 →

DI David Ismay, Cfa, Cim David Ismay, Cfa, Cim Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, Canada View → AM Adam Meyer Adam Meyer Colleague at Harbourfront Wealth ManagementBurlington, Ontario, Canada View → SM Susan Mccafferty Susan Mccafferty Colleague at Harbourfront Wealth ManagementWhitchurch-Stouffville, Ontario, Canada View → BN Brittany Newman Brittany Newman Colleague at Harbourfront Wealth ManagementAbbotsford, British Columbia, Canada View → ST Sheryl Thomas Sheryl Thomas Colleague at Harbourfront Wealth ManagementWhite Rock, British Columbia, Canada View → NM Nelson Mooney Cfp, Epc, Rrc, Cim Nelson Mooney Cfp, Epc, Rrc, Cim Colleague at Harbourfront Wealth ManagementAbbotsford, British Columbia, Canada View → MM Martin Miyata Martin Miyata Colleague at Harbourfront Wealth ManagementRichmond, British Columbia, Canada View → BD Brenda Davidson Brenda Davidson Colleague at Harbourfront Wealth ManagementToronto, Ontario, Canada View → GS Georgina Seto Georgina Seto Colleague at Harbourfront Wealth ManagementCalgary, Alberta, Canada View → AB Ankhchimeg Baasankhuu Ankhchimeg Baasankhuu Colleague at Harbourfront Wealth ManagementGreater Vancouver Metropolitan Area, 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 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 David Ismay, Cfa, Cim, Adam Meyer, Susan Mccafferty, Brittany Newman, and Sheryl Thomas.

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.

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