“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
Mehra Wealth Management Group- Who Are We?
For more than 25 years, Mehra Wealth Management Group has grown a thriving wealth management practice by offering well-rounded investment solutions. We focus on helping clients through defensive option strategies like covered-call writing and cash-secured puts.
We invest in blue-chip stocks, indices, and optionable ETFs traded on North American exchanges. Using a mix of technical and fundamental analysis, along with thorough research, we build diversified portfolios tailored to each client’s needs. Our top priority is safeguarding our clients’ capital.
Why Choose Us?
When clients work with our team, they get personalized attention from experienced investment professionals who know how to handle tough markets. We build portfolios tailored to each person’s goals and risk comfort, then work together to map out a plan, set financial objectives, and put strategies in place to reach them. What sets us apart is our focus on building strong, trusting relationships through open conversations and ongoing financial learning.
Options can be a smart way to both speculate and hedge. We help investors and portfolio managers use these tools to protect their portfolios. Since many of our clients are 50 or older, either retired or getting ready for retirement, keeping their capital safe is a top priority. We aim to make options easy to understand, breaking concepts down into clear, simple language without technical jargon
Education is Key in Our Practice
Mehra Wealth Management Group often hosts seminars at the Bay Street Branch on a variety of topics, from covered call writing and defensive option strategies to wills, estate planning, retirement savings, taxation, and risk management, plus other tailored finance subjects. Our senior Advisor, Avin, is also part of the Montreal Exchange’s Panel of Experts, where he helps portfolio managers and retail investors learn how to effectively use option strategies.
