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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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Always Online

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“We have relied on Jay’s guidance with regards to our financial planning and investments since 2012. He is a passionate and proactive Advisor, that I am able to call up and am never made to feel like I’m not important because I don’t have a multi-million dollar portfolio… a refreshing change from our previous experiences dealing with financial services providers. From the onset of our relationship it was clear we had many options and that an important factor was selecting those we felt most comfortable with. He listened to our needs, our long-term goals, and provided us with a detailed and customized plan of action to achieve them. He has guided us as we started raising our busy family of three boys; planning for their education, as well as balancing the trade-offs of moving to and from another country as part of a career change, while still keeping our retirement plans on track. Throughout the years he has met with us on our terms either by phone, video conference and in person during our vacations to the Okanagan in the summer. Without hesitation we would highly recommend the Strategic Private Wealth Counsel team and look forward to many more years working with Travis, Jay and team.”

Shawn & Deanna

“Before selecting a Financial Advisor we had many questions about how to manage our Family Trust Account. What we found to be most refreshing about Jay and his process was he genuinely took time to listen to us during a stressful time, learning what our present and future priorities were for our entire family while taking the whole entire picture into account.
While it was clear we had many choices an important factor was selecting those options we felt most comfortable with. Jay was able to outline our options, answer all our questions plus a few we had not thought to ask. The end result was tailored to what we felt was right for us – with flexibility to make changes should we wish to. Everything was presented to us in a professional but easy to understand manner and guidance was available at all stages of the entire ongoing process. Managing all this while not overwhelming us with jargon, rushing us or confusing us was a real skill. Jay understands that to our family our financial success is not simply a matter of figures on a balance sheet, its far more complex than that. To feel secure we have to have confidence that experts who truly care about our future are overseeing our investments and long term financial plan. This is exactly what we feel we have with Jay and why we would not hesitate to recommend him to anyone who is looking for the same.”

Barbara, Jason, Darren
Heppner Family Trust
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