Travis Forman BA, CFP, FMA, CIM, FCSI

As Portfolio Manager: Director of Private Investment Strategy with Harbourfront, he wears two hats. Not only does Travis run a successful wealth management practice. He’s also instrumental in architecting and managing the Rockridge Private Debt and Real Estate Pool & Forsyth Private Real Estate Portfolios for Willoughby Asset Management. Canada’s first retail multi-provider portfolio solution focusing on asset-based lending, factoring, mortgage investment corporations, and real estate.