Alex has been a full service Investment Advisor since April 2004, working with clients of all backgrounds and levels of trading experience. He specializes in strategy development, technical analysis, options analysis, and risk- and leverage-management. Alex holds the Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS), and Fellow of the Canadian Securities Institute (FCSI) designations.
Alex works with clients to develop, refine, and then act upon their individual investment policies and trading strategies—using MF Global’s access to a uniquely broad range of investment products to his clients’ advantage. Specifically, he ensures that clients are aware of their capability to diversify their portfolios and to select the exact products that meet their needs. Contact Alex to learn more about his unique investment approach.
Bruce Groberman has worked as a stock, options, and commodity futures broker since 1992. His clients include commercial, institutional, and retail clients from across Western Canada. Bruce’s philosophy is that over the long haul, clients need money management techniques that will allow them to preset acceptable loss levels on losing trades while maximizing profit potential on winning trades.
Bruce works with his clients to ensure they understand the terminology, strategies, execution methods, costs, risks, and potential rewards before they place a trade, especially equity to risk ratios. Contact Bruce to learn more about his unique investment approach.
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