Prudent.

Predictable.

Profitable.

Less volatility, more opportunity–a sound investment

philosophy from one of Canada's most progressive wealth managers.

1.3 Billion*

Under Management

9,000+

Households Helped**

97%

Positive Monthly Returns

*Refers to Travis’ portfolio management duties at Willoughby Asset Management, during which time he was a portfolio manager of a suite of private investments with AUM in excess of 1 billion dollars.

**As per the above, over 9,000 households invested in the suite of private investments through Willoughby Asset Management. Under Travis Forman's portfolio management duties, the suite of private investments had a 97% positive monthly track record.

Excellence, Nationwide

Maximize the Upside, Minimize the Downside

PUBLIC CREDIT VS PRIVATE CREDIT (2020-2025)

A gain of $35,010.96 compared to a gain of $583,377.17 on 1 million invested. Which would you rather have?

PUBLIC CREDIT VS PRIVATE CREDIT (2020-2025)

A gain of $35,010.96 compared to a gain of $880,075.81 on 1 million invested. Which would you rather have?

PUBLIC REAL ESTATE VS PRIVATE REAL ESTATE (2020-2025)

A loss of -$49243.48 compared to a gain of $767,492.48 on 1 million invested. Which would you rather have?

In short, 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. Are you ready to 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 alternative asset class known for stability and predictability, with greater insultation from market swings:

Private Investments.

A Paradigm Shift in Portfolio Construction

On the basis of this discovery, Travis, in collaboration with Willoughby Asset Management, helped for a suite of funds that made private investments more readily 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, you're entitled to all or part of our integrated, 8-step process to both preserve AND maximize your capital.