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Meet Our Team

Who We Are

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

portfolio manager

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Bryson Dutzi
Investment Advisor
Bryson Dutzi
BSc, CFP, RRC 

Investment Advisor

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Stefan Burzan
Associate Advisor
Stefan Burzan

ASSOCIATE INVESTMENT ADVISOR

Gwyneth Quayle
Director of Operations
Gwyneth Quayle

SENIOR ADMINISTRATIVE ASSOCIATE

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Carol Ritchie
Administrative Assistant
Carol Ritchie

Administrative Assistant

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Karyn Forman
Marketing Manager
Karyn Forman

Marketing manager

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