Senior Vice President Harbourfront Wealth Management, Portfolio Manager Rockridge Private Debt & Real Estate Pool, Portfolio Manager Forsyth Private Real Estate Portfolios

Travis Forman BA, CFP, FMA, CIM, FCSI

Travis Forman<small> BA, CFP, FMA, CIM, FCSI</small>
As Senior Vice President 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 RR & 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.
1.604.560.8266
310-15252 32nd Avenue. Surrey, British Columbia, V3Z 0R7

About Travis

In 2016, Travis and his team joined Harbourfront Wealth Management leaving behind a 17-year career with a competing firm.  As Senior Vice President 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 as well as the Forsyth Private Real Estate Portfolios for Willoughby Asset Management. Rockridge Private Debt and Real Estate Pool is one of Canada’s first retail multi-provider portfolio solution focusing on asset-based lending, factoring, mortgage investment corporations, and real estate.

Travis brings 19 years of industry experience and manages one of Harbourfront fastest growing wealth management practices. Since the launch of  the Rockridge Private Debt and Real Estate Pool, February 1st 2018, under Travis’s administration, it’s quickly grown to $377 million dollars. In addition, the Forsyth Private Real Estate Portfolios, launched September 1st, 2019, has grown to $103 million dollars. Both funds have never seen a negative month of performance.

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