Alternative Investments - Strategic Private Wealth

What Are

Alternative Investments

We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are accessing all facets of the market. Alternative Investment Solutions includes options like Real Estate, and Private Debt, and at Harbourfront we have options that will suit you.

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Investment Management

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…

Retirement Planning

Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…

Taxation Planning

We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…

Alternative Investments

We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…

Risk Management

Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…

Estate Planning

Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…

who we are

Meet Our Team

Travis Forman BA, CFP, FMA, CIM, FCSI

Portfolio Manager: Director of Private Investment Strategy

Ian Goodman CFA

Portfolio Manager

Jay Rittinger CIM

Investment Advisor (Kelowna Office)

Marco Angelo Goco B.Mgmt

Investment Advisor

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.

310-15252 32nd Avenue, Surrey, British Columbia, V3Z 0R7

[email protected]

1.877.557.8266

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