Avin Mehra, M.Sc., LLB, CIM, FCSI
Avin has over 47 years of experience in the financial services sector and has been trading options since he learned them in London, England in 1981. After obtaining his Master of Science and Bachelor of Law degrees from Delhi University, India, he gained valuable experience in the financial services sector in mid-level and senior positions with Indian and overseas banks in five different countries.
Avin is currently Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, with a successful Wealth Management Practice, providing clients with comprehensive investment solutions. His team is committed to helping clients obtain positive portfolio returns predominately by employing extensive use of covered-call writing and writing cash covered put options. These unique option strategies generate additional income while providing partial downside protection. The team actively invests in top blue chip stocks, ETFs and indices trading on North American exchanges and uses fundamental and technical analysis, and independent research to design diversified investment portfolios customized for each client.
Avin regularly presents seminars addressing diverse topics including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, Avin manages fee-based accounts on a discretionary basis. Avin has been on the Montreal Exchange expert panel with focus on educating Portfolio Managers and Retail Investors on optimizing on option tools.
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