Moat Financial Limited is a Canadian Portfolio Manager. Any content on this profile is intended for Canadian residents only.
Joined November 2025
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9 Photos and videos
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Tough day in the markets today. Cash Covered Puts give you a bit of a cushion.
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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.
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
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May 25
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
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May 22
Volume and Liquidity are not the same thing when it comes to ETFs.
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Apr 27
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.
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Apr 25
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.
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Apr 22
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
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
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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.
ms.spr.ly/6012Qe9VO
#OptionsTrading #CashCoveredPuts
ALT Webinar: Selling Cash Covered Puts
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Feb 18
Some insightful commentary on the rise of option based ETF’s in the Globe and Mail today.
theglobeandmail.com/investin…
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Jan 28
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.
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
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31 Dec 2025
Today was the 19th episode of Know Your Options on @BNNBloomberg. It was a pleasure doing the first show with @LindsBiscaia
Happy New Year!
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
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5 Dec 2025
In the Vancouver studio yesterday for the first time since before Covid. We talked Bull Call Spreads and gave a few trade ideas. LULU reports next Thursday and we have a few bullish trades on with that name expecting results/guidance to be better than the past few quarters.
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27 Nov 2025
You can always see Know Your Options content on BNN Bloomberg’s page for the show.
bnnbloomberg.ca/video/shows/…
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27 Nov 2025
Here are the links to my appearance on @BNNBloomberg last week:
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
bnnbloomberg.ca/video/shows/…
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