Prudent.

Predictable.

Profitable.

Less risk, more money–a sound investment

philosophy from Canada’s billion-dollar-man.

1.3 Billion

Under Management

10,000+

Households Helped

96%

Positive Monthly Returns

Excellence, Nationwide

Minimize the Downside to Maximize the Upside

Market volatility is never going away. Normal stock and bond prices will continue to fluctuate. And emotional sensationalism will continue to endanger your hard-earned capital. It’s time that you benefit from a better way.

Going Private:

Safe, Stable, Secure

In 2016, Travis Forman made an incredible discovery. With interest hikes on the horizon, he knew that unless something was done to avoid the downturn, client portfolios would take a massive hit.

Catapulted by necessity, and the trust of his clients, Travis began to study the investment style of the Canada Pension Plan.

“How is it,” he wondered, “that when the S & P 500 plummets, the Canada Pension Plan still enjoys such high rates of return?”

The answer, he soon found, was in an asset class immune to market volatility:

Private Investments.

A Revolution in Portfolio Construction

On the basis of this discovery, Travis formed an Investment Platform that–for the first time ever–would make private investments accessible to the public. The secret of institutional success was now the opportunity of the regular Canadian; there was no turning back.

Your Personal

Prosperity Formula

Holistic wealth management, with private investments at the core, is the difference between winning and losing. That’s why, regardless of your investment level, an integrated, 8-step process is working to both preserve AND maximize your capital.