Moat Financial Limited is a Canadian Portfolio Manager. Any content on this profile is intended for Canadian residents only.
Vancouver, British Columbia
Joined November 2025
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Great show with @christinenews on Wednesday.
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Chicago was great! Thank you @Cboe for having me on the trading floor to do Know Your Options on @BNNBloomberg . Very cool to be live from the birthplace of options.
Another exciting moment was meeting option legend @jonnajarian .
I will be back here for sure.
Another great trip to Toronto and Know Your Options. Thank you @LindsBiscaia and @BNNBloomberg for hosting.
The next show will be from the trading floor at the Cboe Global Markets so tune in for that on June 17th.
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MOAT is a unique income ETF that sells puts on wide-moat Canadian and American stocks. fool.ca/2026/05/24/this-mont… #DividendStocks #Investing via @TheMotleyFoolCA
SU - Suncor is our favourite integrated oil company. Our view is that it is trading at an attractive valuation. We do not believe that oil prices will be going back to $60 soon.
You can access trades like this in the MOAT Active Premium Yield ETF on the TSX symbol: MOAT.
UBER has been under pressure YTD while it has never been more attractive. The options are expensive and we are selling puts. They are making significant investments in autonomous and EV's. No rideshare company has a better network moat than UBER.
Thank you Andrew Bell for hosting the show today. It has been a pleasure working with you over the years and I hope you enjoy your retirement next week.
@BNNBloomberg
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Moat Financial retweeted
Cash-covered puts = potentially collect premium upfront + downside protection + income in volatile markets
Our webinar with @MoatFinancial’s Chris Thom shows why retail traders are embracing this #investmentstrategy.
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#OptionsTrading #CashCoveredPuts
ALT Webinar: Selling Cash Covered Puts
Some insightful commentary on the rise of option based ETF’s in the Globe and Mail today.
theglobeandmail.com/investin…
Today on Know Your Options we talked about LEAPS. We discussed what they are and how to use them. There were some great questions from viewers and our first technical difficulties, but we got through it.
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