Taxation Planning

What are

Taxation Services

We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never letting tax minimization cloud our focus on wealth creation and protection. By effectively allocating fixed income investments to your registered accounts, we can reduce annual taxation.

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<small> BA, CFP, FMA, CIM, FCSI</small>

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
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager
Jay Rittinger<small> CIM, QAFP</small>

Jay Rittinger CIM, QAFP

Investment Advisor (Kelowna Office)
Marco Angelo Goco<small> B.Mgmt</small>

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.

contact us

Lets Connect