What Is
Estate and Legacy Planning
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so properly, we review your will(s) and meet with you and your Executor to go over your wishes and ensure everything is in place. Our Estate Organizer is a useful tool for making your wishes clear and assisting in an orderly distribution of your estate.
View the Rest of our Services
The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…
Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…
We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…
We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…
Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…
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
Senior Vice President Harbourfront Wealth Management, Portfolio Manager Rockridge Private Debt & Real Estate Pool, Portfolio Manager Forsyth Private Real Estate Portfolios
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.