FINANCIAL SERVICES
"In investing, success isn’t just measured in bull markets. Our approach embraces every phase: protecting gains with hedging strategies when markets fall, and driving steady income with alternative strategies when markets are flat. This all-weather portfolio is designed to provide stability and growth, no matter the market’s mood."
BHAVIN VYAS, CIM, CFP, BScEE
INVESTMENT ADVISOR
INVESTMENT MANAGEMENT
By dedicating time to understand our clients' objectives, we ensure that their plans align with their needs. We thoroughly review your financial history and current situation to create a roadmap for the future. By aligning your investments with your unique risk tolerance, we aim to provide you with a crucial outcome: comfort. When you feel comfortable with your investment plan, the noise and fear of the stock market diminish.
A typical investment portfolio uses traditional investments, and mostly passive management strategies. While this approach can yield some growth, it does not capitalize on the unique opportunities available through actively managed strategies.
Our Core and Explore approach incorporates investment opportunities beyond traditional mutual funds, passive ETFs, and index strategies, focusing on specialized sectors such as energy and emerging assets like cryptocurrencies. Whether you use a passive strategy, active management, or a combination of both, the addition of one or more "Explore" strategies can potentially enhance your returns, while providing a better risk to reward ratio for your portfolio.
SOLUTIONS FOR ALL MARKET CONDITIONS
CUSTOMIZED STRATEGIES
Our all-weather portfolio strategy is a comprehensive approach designed to grow and protect wealth in any market environment. We leverage advanced option strategies, such as covered calls, cash-covered puts, and protective puts, to generate income, enhance returns, and manage risk.
Discretionary trading allows us to adapt dynamically to market shifts, identifying short-term opportunities while maintaining alignment with long-term goals.
Each portfolio is customized to reflect the client’s unique financial objectives, balancing asset allocation, sector diversification, and thematic investments. This proactive, personalized strategy ensures stability, flexibility, and consistent growth, providing investors with confidence and resilience across all market conditions.
Bhavin is among the small percentage of Canadian advisors who are options licensed. This expertise allows Bhavin to offer more sophisticated investment strategies.
FINANCIAL PLANNING
Having a financial plan is essential for anyone looking to secure their financial future. It enables you to set and achieve specific financial goals, such as buying a home, funding education, or preparing for retirement, by providing a clear roadmap. Additionally, a financial plan ensures financial security and risk management by including strategies for creating an emergency fund, obtaining appropriate insurance, and preparing for unexpected events.
INSURANCE
Bhavin Vyas is a licensed Insurance Advisor within Alberta. Insurance products are available through Ventum Insurance Services. As an independent Insurance Advisor, not restricted to a single carrier, Bhavin can offer flexible solutions for life, accident & sickness, critical illness, disability, and long-term insurance needs.
Our insurance strategy goes beyond traditional protection, leveraging insurance products as both a safeguard and a strategic investment tool. In addition to providing essential coverage for life, disability, and critical illness, we utilize cash value life insurance and annuity products to generate tax-deferred growth, supplement retirement income, and enhance estate planning. This dual-purpose approach ensures that your insurance not only protects against risk but also contributes to long-term wealth accumulation and financial stability
