Avin Mehra - Home

“Knowledge is only potential power. Real power is when you put your knowledge into action. To achieve financial freedom, you need to take action.”

—Warren E. Buffett

For over 24 years, Avin and the Mehra Wealth Management Group have built a successful wealth management practice by delivering comprehensive investment solutions. We are committed to assisting clients achieve returns through defensive option strategies, including covered-call writing and cash-covered puts.

We actively invest in blue-chip stocks, indices, and optionable ETFs listed on North American exchanges. Our approach incorporates both technical and fundamental analysis, as well as extensive research, to create diversified investment portfolios tailored to each client. The primary focus of our practice is the protection of our clients' capital.

By partnering with our team, clients receive personalized attention from a seasoned group of investment professionals adept at navigating challenging markets. We establish portfolios based on individual investment goals and risk tolerances. From there, we collaboratively outline a roadmap to set financial goals and implement strategies to achieve them. What distinguishes our team is our emphasis on fostering close, trusting relationships with clients through open communication and ongoing financial education.

Options can serve as efficient tools for both speculation and hedging. Our team guides investors and portfolio managers in utilizing these instruments to safeguard portfolios. With many of our clients aged 50 and above—either retired or planning for retirement—capital protection is of utmost importance. We strive to demystify options, presenting concepts in clear, accessible language without technical jargon.

Avin and his team regularly host seminars at the Bay Street Branch on various topics, including Covered Call Writing, Defensive Option Strategies, Wills and Estate Planning, Retirement Savings, Taxation, and Risk Management, along with several customized finance topics. Avin also serves on the Montreal Exchange's Panel of Experts, where he educates portfolio managers and retail investors on the effective use of option strategies.

Avin Mehra, M.Sc., LLB, CIM, FCSI

Senior Wealth Advisor, Senior Portfolio Manager

(416) 369-7971

avin.mehra@cibc.ca

Avin brings over 49 years of experience in the financial services industry, having begun trading options in London, England, in 1981. He holds a Master of Science and a Bachelor of Law degree from Delhi University, India, and has developed expertise in mid-level and senior roles at both Indian and international banks across five countries.

Currently, Avin is a Senior Wealth Advisor and Senior Portfolio Manager at CIBC Private Wealth, where he leads a successful wealth management practice dedicated to providing comprehensive investment solutions. His team strives to achieve portfolio returns through the strategic implementation of covered-call writing and cash-covered put options. The team actively invests in blue-chip stocks, ETFs, and indices on North American exchanges, utilizing fundamental and technical analysis, along with independent research, to design diversified investment portfolios tailored to each client's goals.

Avin frequently presents seminars covering a range of topics, including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, he oversees fee-based accounts on a discretionary basis. Additionally, Avin serves on the Montreal Exchange's expert panel, focusing on educating portfolio managers and retail investors on the effective utilization of options.