Cim Travis Forman Cfp, Fcsi

Travis Forman CFP, CIM, FCSI is a seasoned financial professional currently serving as a Portfolio Manager at Harbourfront Wealth Management since March 2016. Travis has been an Official Member of the Forbes Finance Council from September 2022 to September 2023, where insights on wealth management and alternative investments were shared. Prior to this role, Travis spent 17 years as an Executive Financial Consultant at Investors Group, achieving several notable accolades, including Presidents Club and recognition as a 5 Star Wealth Manager. Travis holds a Bachelor of Arts degree in Economics from Simon Fraser University and has obtained numerous professional designations, including Fellow of Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP).