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.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Goldman Sachs says the US equities rally could be coming to an end; Canada's recreational home prices set for further gains; and CFIB urges focus on small businesses for federal budget.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: $600m stolen in crypto heist; Canadians say this year is a 'wildcard' for tax filing; Deloitte CFOs poll reveals weaker sentiment.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian insolvencies were up 13% in February compared to the previous month; and Women entrepreneurs remain optimistic and have continued to exhibit great resilience and innovation in the face of unprecedented challenges.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Joe Biden’s budget is out today; The Atlantic provinces appear less competitive to higher earners according to a new analysis from the Fraser Institute; and low-income Canadians are taking on risky loans.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Inflation continues to mean tough choices for millions of Canadian families; Canada is among the world-leaders for hedge funds; and Ontario appoints first dedicated CEO for the OSC.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: FSRA has taken a Canada-leading step in investor protection with the approval of the Financial Professionals Title Protection Rule in the province; and Mogo launches venture division to manage its investments.

It’s been a busy time for Forstrong Global Asset Management. As a macro investor, its team has been intensely analyzing the impact of Russia’s war on Ukraine, while on a business level the firm recently closed the acquisition of Shaunessy Investment Counsel.

After the deal was announced, Tyler Mordy agreed to speak to WP, providing insight into why he believes the acquisition will benefit advisor clients and lifting the lid on how a deal like this comes to fruition.

In addition, he gave his take on the situation in Ukraine, how it affects markets, and what investors should be mindful of when positioning portfolios.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Top 3 countries for privately-held wealth revealed; and Thinking Capital has a new name and shares some insights about Canada's small businesses.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: RBC Economics reveals that Canadian household net wealth soared to a record $15.9 trillion in Q4 2021; High gas prices are fuelling interest in electric vehicles; and Canadians are set to cut back on charitable donations as budgets are squeezed.