“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.
