Travis Forman of Forman & Associates Financial Planning is rank 42 in Wealth Professional Canada's 2019 Top 50 Advisors
Forman & Associates Financial Planning
Harbourfront Wealth Management
Travis Forman, who saw a 23% growth in AUM over the past year to $70 million, was inspired to become an advisor because he sensed the industry was ever-changing. While he has some numerical goals in mind for 2019, Forman says his main focus will be on upping his financial planning service, which he admits could be tough in light of the increased volatility in the markets.
“Helping clients remain focused on the fact they’re still on track when faced with increasing volatility is a challenge,” he says. “With rising rates and increasing volatility, we’re looking to alternatives, specifically private debt, to reduce risk but maintain yield.”
In addition to his duties as an advisor, Forman is also the portfolio manager of the Rockridge Private Debt and Real Estate Pool, which was launched last January. So far, it has raised more than $150 million in assets.
“This is Canada's first private debt and real estate alternative fund that is available for retail clients,” Forman says, “and while markets went down in October, Rockridge posted positive returns. Year to date, the fund is up 3.96% from February to the end of September.”
