Team

WE ARE STRATEGIC IN HOW WE BUILD OUR TEAM.

About Our Team

The team at Strategic Private Wealth Counsel is fueled by a deep desire to positively impact as many people as possible and armed with their proven methods and concepts to create a paradigm shift.

This paradigm shift is crucial for the average Canadian to transform beyond Rich and into Wealthy. Travis and his team understand this and work closely with clients to ensure their understanding, outline their options and guide them through the process. The team approach means that Strategic Private Wealth has experts in every financial discipline. Their systematic and scientific approach to those financial disciplines ensures your success.

Below you can meet the members behind Strategic Private Wealth Counsel and the driving forces that continually elevate our clientele.  

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
Gwyneth Quayle

Gwyneth Quayle

Director of Operations
Michael Dang

Michael Dang

Associate
Carol Ritchie

Carol Ritchie

Administrative Assistant
Karyn Forman

Karyn Forman

Marketing Manager

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