Pension Style Wealth Management

Prudent, Probable & Predictable.

With over 40 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.

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Why Our Clients Choose Us

Our level of prestige comes from years of commitment to a paradigm shift in our understanding of how true wealth is earned and kept. Strategic Private Wealth Counsel has developed a structured system to explain concepts in such a way that our clients can clearly understand how to rethink financial knowledge that they had held true for most of their lives.


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

Pension Style Investment Philosophy

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

Team Approach

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


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

Expertise in Alternative Investments

2019 Finalist Advisor of the Year: Alternatives - Wealth Professional Magazine Canada. Portfolio Manager of Canada’s first Multi-Strategy Alternative Investment Fund.

We Deliver

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

Our Services

The only proven asset management philosophy is the one that takes emotion out of the…
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Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s…
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We take a common sense approach to reducing your taxes but not at the expense…
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We pride ourselves on being able to offer our clients a wide range of investment…
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Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for…
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Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or…
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Strategic Private Wealth Counsel Achievements

Travis Forman<small> BA, CFP, FMA, CIM, FCSI</small>
Portfolio Manager: Director of Private Investment Strategy

Travis Forman BA, CFP, FMA, CIM, FCSI

Ian Goodman<small> CFA</small>
Portfolio Manager

Ian Goodman CFA

Jay Rittinger<small> CIM</small>
Investment Advisor (Kelowna Office)

Jay Rittinger CIM