Episode 15 – Driven and dynamic: how advisor grew his practice

Travis Forman is the first to admit he has a restless streak – but it’s meant his career as a wealth manager has thrived. 

The Harbourfront Wealth Management advisor wears two hats. Not only does he run a successful practice, he’s been instrumental in architecting and managing the Rockridge Private Debt Pool and Forsyth Private Real Estate Portfolios for Willoughby Asset Management. 

In the podcast, WP Talk hears why Forman believes he has the ideal personality for the job, the lessons he’s learnt while building his book of business, and what he believes the biggest headwind is for investors right now.