About SPW

About Strategic Private Wealth Counsel

Headed by Travis Forman, Strategic Private Wealth Counsel is a prestigous, holistic & fiduciary focused wealth management practice.


To utilize our skillset and experience in all areas of wealth management and financial planning to highlight the most effective way for our clients to achieve their financial goals.


To protect our clients capital and standard of living, maximize wealth creation, and build intergenerational legacy that our clients can pass on to their loved ones.


Our passion and years of commitment to our clients has kept us at the forefront of educating our clients with new concepts, such as alternative investments, and implementing technology to our strategies.

Finding Options Suited Specific to You

The world of Wealth Management and Financial Planning can be a complicated ecosystem with confusings options, rules, and strategies at your disposal. Our whole business revolves around helping you find the best strategy for your specific goals. Everyone has a different outlook on life, and reason for undertaking true understanding and management of their wealth. It is our job to understand and manage those individualities in order to point you in the right direction and help you grow your wealth.

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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Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

[email protected]

For general information purposes only.

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