September 13 - 14, 2024|Toronto
Questions? Call: 1-800-970-4355
track logo

The All-Stars of Options Trading

Saturday, September 14 - 11:15 am - 5:15 pm

Options are an attractive and powerful vehicle for both long-term investors and active traders. They can help you generate more yield in your income-oriented portfolio, hedge your stocks against downside risk, spin off magnified gains through the use of leverage, and more.

Join the TMX at this options-focused track and learn from top option traders and educators which strategies, tools, and tactics best fit your trading profile and experience level. You’ll learn how to maximize your gains and boost your income using options in any market environment.

...

Featured Options Speakers

Nancy Grouni
Objective Financial Partners Inc.
Adam Johnson
BullseyeBrief.com
David Morrison, BA, JD
Morrison Financial
Nancy Grouni
Objective Financial Partners Inc.
Adam Johnson
BullseyeBrief.com
David Morrison, BA, JD
Morrison Financial
Investing in Real Estate Mortgages—What Every Investor Should Know
Saturday, September 14, 2024, 11:15 am - 12:00 pm
Focus: REAL ESTATE

Alternative investments, such as real estate mortgages, were traditionally only available to institutions and high-net-worth investors. David Morrison explains the basics of mortgage investing and describes how retail investors can participate and benefit from this alternate asset class.  Mortgage investment enables individuals to diversify their portfolios, generate passive income, and grow their wealth steadily with low correlation to the public markets. 

The Only Three Oil Stocks You Ever Need to Own
Saturday, September 14, 2024, 12:15 pm - 1:00 pm
Presented by: Adam Johnson
Focus: ENERGY

In this presentation, Adam Johnson will explain why these three oil stocks are the only ones you’ll ever need. He will provide specific buy/sell points (because they are cyclical) and include specific option strategies (because they are volatile). 

Financial Planning Pitfalls, Tax Traps, and Missed Opportunities with Objective Financial Partners
Saturday, September 14, 2024, 4:30 pm - 5:15 pm
Presented by: Nancy Grouni
Focus: FINANCIAL AND ESTATE PLANNING

Financial planning has a lot of interrelated components, as a result, it’s easy for clients—and sometimes even their advisors—to fall into planning tax traps and miss planning opportunities. In this presentation, we will explore eight planning pitfalls, five planning tax traps, and commonly missed planning opportunities.