Thank you BNN Bloomberg and Paul Bagnell for the time this morning to discuss Aritzia's Q1 Earnings Report. https://lnkd.in/eE24Pc7B
Moat Financial Limited
Financial Services
Vancouver, British Columbia 119 followers
Moat Financial is an independent Portfolio Management Firm.
About us
Moat Financial Limited is an independent Portfolio Management firm. The goal at Moat is to put clients first, provide independent advice and use a variety of investment tools to deliver quality service. Our investment philosophy is based on the principles of value investing. We build investment policy statements and portfolios for each individual client based on their specific financial goals.
- Website
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moatfinancial.ca
External link for Moat Financial Limited
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Vancouver, British Columbia
- Type
- Privately Held
- Founded
- 2023
Locations
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Primary
Get directions
535 Thurlow St
803
Vancouver, British Columbia V6E 3L2, CA
Employees at Moat Financial Limited
Updates
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Thank you BNN Bloomberg for hosting our CEO Chris Thom CIM, DMS, FCSI this afternoon. https://lnkd.in/gvs67NvB
National Bank buying CWB won't increase competition: portfolio manager
bnnbloomberg.ca
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Moat Financial Limited reposted this
Join us Next Wednesday, June 5th at 10am PST for a Webinar where we will be discussing Covered Call Writing. The presentation will start with the Option Basics, lead into how the strategy works, implementation and end off on benefits of building a portfolio vs. buying an ETF. https://lnkd.in/gdN4MvtB
Welcome! You are invited to join a webinar: Choose Options - Covered Call Writing. After registering, you will receive a confirmation email about joining the webinar.
raymondjames.zoom.us
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Join us Next Wednesday, June 5th at 10am PST for a Webinar where we will be discussing Covered Call Writing. The presentation will start with the Option Basics, lead into how the strategy works, implementation and end off on benefits of building a portfolio vs. buying an ETF. https://lnkd.in/gdN4MvtB
Welcome! You are invited to join a webinar: Choose Options - Covered Call Writing. After registering, you will receive a confirmation email about joining the webinar.
raymondjames.zoom.us
-
Thank you BNN Bloomberg and Paul Bagnell for having Chris Thom CIM, DMS, FCSI on as a guest again this morning to discuss trade ideas on WPM, MSFT and TD. https://lnkd.in/gDWzjkPv
Selling August US$450 covered call on Microsoft for US$10.75
bnnbloomberg.ca
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Join us for a webinar this Wednesday, May 8th at 11 am PST, where we'll delve into the art of selling Synthetic Put Options in a portfolio. This topic is crucial because investors face restrictions on selling Cash Covered Puts in registered accounts. Discover how this strategy empowers income-oriented investors to amplify their yield in RRSPs, TFSAs, and RRIF accounts. https://lnkd.in/gEFuCbjA
Welcome! You are invited to join a webinar: Choose Options - Selling Synthetic Put Options. After registering, you will receive a confirmation email about joining the webinar.
raymondjames.zoom.us
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This morning Chris Thom CIM, DMS, FCSI was interviewed on BNN Bloomberg where he discussed several income generating trade ideas on LULU, NXE and CNQ. https://lnkd.in/gbDwxpR2
Strategies for using a put, call option
bnnbloomberg.ca
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We’re #hiring a new Portfolio Manager in Vancouver, British Columbia. Apply today or share this post with your network.
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Moat Financial is looking to add another experienced Portfolio Manager. If you are currently managing client assets and want to know more about what it is like to work an Moat, please reach out at 604-602-7320 or [email protected].