Mehra Wealth Management - CIBC Private Wealth

woodgundyadvisors.cibc.com

For over 20 years, Avin and his team(Mehra Wealth Management) 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 by using defensive option strategies including covered-call writing and selling cash covered puts. These unique option strategies generate additional income while providing partial downside protection. The team actively invests in top blue chip stocks, indices and optionable ETFs trading on North American exchanges. Mehra Wealth Management also uses technical and fundamental analysis, and comprehensive research to design diversified investment portfolios customized for each client. Our primary focus is the protection of our 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 maneuver through challenging markets. Option strategies work well when markets are volatile. Portfolios are established based on client-specific investment goals and risk appetite. Following this, 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 host regular seminars at the Bay Street Branch on multiple topics including Covered Call Writing and Other Defensive Option Strategies, Wills and Estate Planning, Saving for Retirement, Taxation, Risk Management and several customized topics in finance. Avin is on the Montreal Exchange's Panel of Experts and has educated Portfolio Managers and retail investors on use of option strategies.

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For over 20 years, Avin and his team(Mehra Wealth Management) 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 by using defensive option strategies including covered-call writing and selling cash covered puts. These unique option strategies generate additional income while providing partial downside protection. The team actively invests in top blue chip stocks, indices and optionable ETFs trading on North American exchanges. Mehra Wealth Management also uses technical and fundamental analysis, and comprehensive research to design diversified investment portfolios customized for each client. Our primary focus is the protection of our 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 maneuver through challenging markets. Option strategies work well when markets are volatile. Portfolios are established based on client-specific investment goals and risk appetite. Following this, 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 host regular seminars at the Bay Street Branch on multiple topics including Covered Call Writing and Other Defensive Option Strategies, Wills and Estate Planning, Saving for Retirement, Taxation, Risk Management and several customized topics in finance. Avin is on the Montreal Exchange's Panel of Experts and has educated Portfolio Managers and retail investors on use of option strategies.

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Country

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City (Headquarters)

Toronto

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Employees

1-10

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Founded

2001

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Social

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Potential Decision Makers

  • Vice President , Portfolio Manager , Member of Executive Council

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Director , National Sales

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager , Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****

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