Travis Forman, an award-winning portfolio manager and specialist in the field of alternative investments, is maintaining his four-year-long record of being one of Western Canada’s Best Financial Advisors. On top of that, his practice, Strategic Private Wealth Counsel, is also holding a four-year-long record as a 5-Star Advisory Team. This year, Wealth Professional Magazine held its fifth annual award series to recognize advisory teams who are making meaningful contributions to their clients and the financial services industry. The chosen advisory teams were recognized for bringing together different areas of expertise and offerings in a customizable way, spending time to understand and connect with individuals, and helping clients navigate challenges in a personalized manner. It comes as no surprise Travis Forman and his team were nominated for this award. Travis Forman has dedicated over 25 years to setting his clients up for long-term financial success with a special focus on retirement.

 

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