Travis Forman

04/10/2025

When considering how to build resilient portfolios, Canadians don’t have to look far for inspiration. By following the CPPIB’s example, advisors can help clients construct portfolios with uncorrelated alternative assets that lower overall volatility without sacrificing long-term returns❕

04/03/2025

DYK: In Canada, billions of dollars in entitlements remain unclaimed? If you've changed jobs or moved, you may not be aware of your unclaimed benefits. If you think this could be you can take some of the following steps:

1) contact your former employee or

2) contact your former pension plan administration

👉 Here are some resources on Pension offered by the BC Financial Services Authority: https://www.bcfsa.ca/public-resources/pensions

03/31/2025

Canada's growth faces potential slowdown in the months ahead. What is the Bank of Canada doing to address economic uncertainty?

"The BOC has indicated a shift in its monetary policy approach to address increasing economic uncertainty. It recently lowered its policy rate to 2.75% but may make further adjustments depending on the trade environment."

Learn more:

Businesses and policymakers watch closely as Canada’s economy navigates shifting trade policies

03/19/2025

What is private credit?

03/10/2025

Given recent changes in 🇨🇦 I put together this guide on Private Credit and break it down in a simple, no-nonsense way.

https://medium.com//private-credit-in-canada-a-beginners-guide-for-retail-investors-2015aa94b083

Always happy to chat. Plz reach out via DM or email us at [email protected]

03/07/2025

Our Client Promise.

03/06/2025

Travis Forman, Portfolio Manager of Strategic Private Wealth Counsel was in Dana Point, California, earlier this year connecting with his coach - a trusted mentor who provides unbiased guidance and serves as an invaluable sounding board.

At Strategic Private Wealth Counsel - Harbourfront Wealth Management, we believe that continuous learning and expert mentorship are essential to achieving strategic success!

02/10/2025

RECAP: A day in the life of a portfolio manager—going beyond the numbers to create insightful, value-packed content for Canadians! 📊🎬

01/23/2025

The Bank of Canada has released its 2025 schedule for policy interest rate announcements.

Check out the full schedule here: https://www.bankofcanada.ca/2024/08/bank-canada-publishes-2025-schedule-policy-interest-rate-announcements-other-major-publications/

The Bank of Canada today published its 2025 schedule for policy interest rate announcements and the release of the quarterly Monetary Policy Report.

01/20/2025

💡 If you could pick one stock to hold for 25 years, what would it be? I chime in on this piece for The Globe and Mail . Diving into how money managers make their long-term picks in an ever-changing market - whether you're a seasoned investor or just starting, this is a must-read for insights on identifying opportunities that stand the test of time.

Read the article to find out my choice:

Knowing what we know now, we asked three portfolio managers which stock they wish they’d bought in January, 2000 and held until today

01/01/2025

Happy New Year from the team at Strategic Private Wealth Counsel! Here’s to a prosperous and fulfilling 2025 - may it be a year of growth, success, and new beginnings for us all. 🥂