Strategic Private Wealth Counsel - Harbourfront Wealth Management
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Strategic Private Wealth Counsel - Harbourfront Wealth Management, Financial Consultant, .
With over 100 years of combined experience, Strategic Private Wealth Counsel utilizes our unique skillset to examine, evaluate, guide, and maintain our clients' personal and corporate financial well-being to achieve true wealth.
12/10/2022
It's important for wealth practices to have standards around options for their clients.
Travis Forman, Practice Owner of Strategic Private Wealth (SPWC) was interviewed by Wealth Professional Canada on this topic
We’ll start with due diligence around talent, tenure, track records, and other KPIs,” said Travis Forman. Read the full story here:
How do wealth firms vet their alternative investments? Industry leaders discuss their different approaches to due diligence and evaluating managers
03/10/2022
How to succeed with Alternative is a popular question for many. Access to non-traditional investments - like commodities, precious metals, private equity, venture capital, hedge funds, and real estate opportunities - is growing.
Travis Forman CFP, CIM, FCSI alongside industry experts recently participated in a roundtable hosted by Inc to discuss this topic in full. Experts from National Bank Financial, Private Client Inc., Harbourfront Wealth Management and more discussed both their characteristics and benefits during this session.
You can read expert commentary on the topic and access the video recap via this link: https://lnkd.in/gKtZ_6rN
Wealth Professional Canada
How to succeed with alternatives At a recent round table hosted by Equiton, a leading private real estate investment firm, industry experts revealed their strategies for leveraging the alternatives space to manage market volatility
30/09/2022
SPWC joined Harbourfront Wealth Management years ago because we believed in its vision. Today, we are happy to share that this vision has been realized by a leading US-based private equity firm, Audax Private Equity.
This partnership will give us the ability to:
1) further support clients and
2) enhance our commitments to them.
How? Read the release below.
https://www.globenewswire.com/news-release/2022/09/27/2523257/0/en/The-Harbourfront-Group-Completes-Transaction-with-Leading-US-Based-Investment-Firm-Audax-Private-Equity.html
28/09/2022
Nowadays, the practice of needs to be about . Educating clients is the cornerstone of building trust. This goes for any and all practices within service-based industries, but -
Especially when placing one's finances into the hands of another.
When clients are educated, they are also comfortable meaning we get to help more meet their financial goals.
'An educated client is a happier, more profitable client' Pension fund-style philosophy helps provide smoother ride for investors, says portfolio manager
15/09/2022
The Insider – September 15, 2022
What Happened Over the Past Couple Weeks?
● The impact of rising interest rates on consumer debt
● What happened with oil prices?
A Few Opportunities to Consider
● The argument for diversification
● Investing in private debt in a rising rate environment
https://mailchi.mp/strategicprivatewealth/spwc_insider_09152022
13/09/2022
How Corporate Insurance Can Benefit your Business
https://mailchi.mp/7a3ffab6a309/protection_september-16544951
04/09/2022
The Insider – August 26, 2022
What Happened Over the Past Couple Weeks?
● Elevated inflation starts to weigh on Canadian consumers
● Is the latest stock market rally here to stay?
A Few Opportunities to Consider
● Fixed income is not the only way to hedge against volatility
● Private equity is a more significant asset class than you might think
https://mailchi.mp/1c30ae8b0583/spwc_insider_09042022
22/08/2022
Increasing rates in Canada - don’t lose hope
As inflation is touching 4-decade highs, the Bank of Canada made a 100 basis point (1%) hike to the overnight interest rate on July 13th. This increase marks the largest rate increase in more than 20 years as the bank works to rein in inflation - the full effects of which have yet to be felt. As an example, variable mortgage rate clients will see an increase by approximately $53/month for every $100,000 in principal outstanding (assuming a 25-yr amortization.)
READ MORE: https://mailchi.mp/strategicprivatewealth/spwc-lenders-report-082222
16/08/2022
The Insider – August 12, 2022
https://mailchi.mp/strategicprivatewealth/spwc_insider_08162022
What Happened Over the Past Couple Weeks?
Canada's economy is still expanding, but for how long?
The U.S. labor market recovers from its early pandemic losses
A Few Opportunities to Consider
How housing affordability is impacting Canadians
How to use alternatives to diversify your portfolio
08/08/2022
Protecting Your Investments
So you’re thinking about retirement and have a few questions such as how much capital will you need for your retirement and how much do you need to save each month to meet that goal. All great questions, but don’t forget to ask this one critical question - are my investments protected?
https://mailchi.mp/6b7c07c1212d/protectionreport08082022-16533367
03/08/2022
The Insider – July 27, 2022
What Happened Over the Past Couple Weeks?
What does June’s record inflation mean for interest rates in Canada
US jobless claims begin to climb
Why this earnings season is different
A Few Opportunities to Consider
Elevated inflation is not a threat to Canadian pensions
Why you should consider REITs for your portfolio
https://mailchi.mp/76f4211bd0c1/spwc_insider_08032022-16532107
13/07/2022
The Insider – July 13, 2022
What Happened Over the Past Couple Weeks?
• Canadian economic expansion continues
• Weak consumer spending brings America’s GDP lower
• What the June jobs report means for the Fed
A Few Opportunities to Consider
• The impact of rising interest rates on commercial real estate
• Institutional investors to become less reliant on traditional fixed-income assets
https://mailchi.mp/strategicprivatewealth/spwc_insider_07132022
01/07/2022
The Insider – July 1, 2022
What Happened Over the Past Couple Weeks?
The Fed's response to rising prices in the US
Canadian inflation continues to climb
A Few Opportunities to Consider
How the ultra-high-net-worth invest
Is a recession inevitable?
https://mailchi.mp/9274d355fd4b/spwc_insider_07012022-16509795
22/06/2022
Protecting Your Estate
You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death, or on the death of your spouse.
https://mailchi.mp/619bfce25d53/protectionreport06222022-16507271
16/06/2022
Markets now see 80% chance Bank of Canada will hike 75 basis points Bets are mounting for 75-basis-point hike from Bank of Canada next month, on the heels of expectations the same from Federal Reserve
13/06/2022
The Insider – June 13, 2022
What Happened Over the Past Couple Weeks?
● America’s robust labor market
● Inflation is at its highest rate since 1981
A Few Opportunities to Consider
● Canadian real estate’s uneven price appreciation
● Why you should turn away from the 60/40 portfolio
https://mailchi.mp/85da08876296/spwc_insider_06132022-16386403
10/06/2022
Private credit fuels rise of alt managers: Moody's | Investment Executive Growth in private equity and private credit are mutually reinforcing
03/06/2022
Proud to announce our team has been named Advisory Team of the Year (Under 10 Staff) at the 2022 Wealth Professional Awards Canada!
More than 500 members of the Canadian wealth industry gathered last night to celebrate 2022's outstanding performers at the eighth annual Wealth Professional Awards.
An honor to be nominated and recognized in such a category.
Travis Forman CFP, CIM, FCSI
Ian Goodman, CFA
Gwyneth Quayle
Carol Ritchie
Karyn Forman
Marco Angelo G.
Bryson Dutzi BSc., CFP®, RRC®
Jay Rittinger CIM®
"If everyone is moving forward together, then success will take care of itself." - Henry Ford
31/05/2022
The Insider – May 27, 2022
What Happened Over the Past Couple Weeks?
● The US housing market is beginning to cool - Here is why that’s a good thing
● An update on the Canadian banking sector
A Few Opportunities to Consider
● Ten-year returns show private debt outperforms
● Advantages of investing in private multi-residential apartments
https://mailchi.mp/strategicprivatewealth/spwc_insider_05312022
19/05/2022
What Happened Over the Past Couple Weeks?
US GDP shrinks in Q1 – should we be worried?
Canada’s economic growth
America’s labor market nears pre-covid levels
A Few Opportunities to Consider
Private equity real estate funds as a hedge against inflation
Why do we need to invest for the long term?
https://mailchi.mp/3bc6f0be4955/spwc_insider_05192022_2
16/05/2022
Congrats to Travis on a 4th consecutive nomination for Advisor of the Year - Alternative Investments from Wealth Professional.
29/04/2022
The Insider - April 27, 2022
What Happened Over the Past Couple Weeks?
Canada's CPI is now at a 31-year high
Record home prices in America
Earnings unable to distract investors from rising rates
A Few Opportunities to Consider
Private credit is here to stay
Diversification matters
27/04/2022
20/04/2022
18/04/2022
Nice recognition for our team.
Congratulations to Strategic Private Wealth Counsel - Harbourfront Wealth Management on their finalist nomination for the Wealth Professional Awards "Advisory Team of the Year" (Under 10 Staff) category which recognizes them as an outstanding team displaying excellence over the past 12 months!
05/04/2022
SPWC INSIDER - 04042022
https://mailchi.mp/d83cbdeea697/spwc_insider_04042022-15874407
30/11/2020
Say goodbye to 60/40 portfolio. It's already dead.
Introducing Private Debt and Real Estate to public equity in a 40/20/40 breakdown can help lead to more probable and predictable results. Ask us how.
Book your complimentary discovery meeting today at https://calendly.com/strategicprivatewealth
28/11/2020
Don’t gamble with your retirement.
We’ve been creating and sustaining wealth for clients for years. We’ll help you maximize your earnings while minimizing risks.
Schedule a complimentary meeting with us.
https://calendly.com/strategicprivatewealth
27/11/2020
Worried about your Registered Retirement Savings Plan? We can help you. Schedule a discovery meeting with us today: https://calendly.com/strategicprivatewealth