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Wealth Management

That Is

Prudent, Probable and Predictable

Strategic solutions for exponential growth.

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Canada’s Top Advisory Team of the Year – 2022 (Under 10 Staff)

4x National Finalist Advisor of the Year 2019-2022

Strategic Private Wealth Counsel Achievements

How We Help

With over 120 years of combined experience, we at Strategic Private Wealth Counsel utilize our unique skillset to examine, evaluate, guide and maintain our client’s personal and corporate financial well-being to achieve true wealth. Our passion for investment management, portfolio construction, alternative investments, tax planning, and High Net Worth Personal Financial Planning allows us to find unique strategies and opportunities for our clients. Our goal is to find financial solutions for client’s unique situation and ultimately help them achieve their goals and reach financial freedom.

Custom Financial Plans

All clients receive a personalized financial plan highlighting the most tax-efficient accumulation and draw-down strategies.

Team Approach

We have Portfolio Managers, Financial Planners, Associate Advisors, an Office Manager, and Assistants to assist your needs.

Pension Style Investing

Our Investment Philosophy covers the Public Markets, Alternative Investments, and Real Estate to name a few.

We Deliver

We take our clients expectations very seriously. We deliver what we promise, plain and simple.

Alternative Investments

2019, 2020, 2021, and 2022 Finalist for Advisor of the Year: Alternatives – Wealth Professional Magazine Canada. Portfolio Manager of Canada’s first Multi-Strategy Alternative Investment Fund.


We have 6-8 education events annually. Hosted by VP’s from various IM’s such as Willoughby, Fidelity, and Blackrock.

Our 8-Step Process

The 8-Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management.

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Meet Our Advisors

We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

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Travis Forman
Portfolio Manager, Director of Private Investment Strategy
Travis Forman BA, CFP, FMA, CIM, FCSI

Portfolio Manager , Director of Private Investment Strategy

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Ian Goodman
Portfolio Manager
Ian Goodman CFA

Portfolio Manager – Harbourfront Wealth Management

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Bryson Dutzi
Investment Advisor
Bryson Dutzi BSc, CFP, RRC

Investment Advisor

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Supported By Our Custodian NBIN

With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers. 

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Guaranteed ROI

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