Vice President, Portfolio Manager, Member of Executive Council
FCSI, CIM, LLB, M.Sc.more
Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987
Mobile: (416) 816-8201
For over 15 years, Avin and his team have developed a very successful wealth management practice by providing clients with comprehensive investment solutions. The team is committed to helping clients obtain positive portfolio returns predominately by employing extensive use of covered-call writing. This unique option strategy generates additional income while providing partial downside protection. The team actively invests in top blue chip stocks and ETFs trading on North American exchanges and uses technical and fundamental analysis, and meticulous research to design diversified investment portfolios customized for each client. Our primary focus is the protection of client's capital.
In working with our team, you will receive personal attention of a well-seasoned group of investment professionals who have the knowledge and experience to manoeuvre through challenging markets. As our portfolios are established, based on client-specific investment goals and risk appetite, we can draw a road map by setting financial goals and implementing strategies in order to achieve those goals. What sets our team apart is our focus on developing close working relationships with our clients, based on trust, mutual understanding, open communication, and ongoing financial education.
Avin and his team actively conduct regular seminars at the Bay Street Branch on multiple topics including Covered Call Writing, Wills and Estate Planning, Saving for Retirement, Taxation, Risk Management and several customized topics in finance.
Certain option strategies may involve risk and are not suitable for all investors. Investors should be aware of tax considerations, margin requirements, commissions and other transaction costs, as they may significantly affect the economic consequences of any option transaction strategy and should be reviewed carefully with your Investment Advisor and personal tax advisor before the strategy is undertaken.