Three funds for a variety of investment needs
Contact: omar@cortoncapital.ca
Omar Khan, BA Economics has more than 20 years in financial services. He started out in the brokerage arm of a Big Five Canadian bank, has worked for a widely known mutual fund company, been a full-time real estate investor and derivatives trader.
In 2019 Omar co-founded Theta Trading Corporation, a financial education company that has taught over 1500 people beginner to advanced trading techniques along with personal finance and investing concepts he believes everyone should know.
Omar is a Dealing Representative for Corton Capital Inc.
Rob Burgess, Vice President has over 15 years experience in financial services industry. He created a successful Wealth Management business with Edward Jones and then moved to RBC Dominion Securities where he continued to build a very successful practice.
A continued passion in the Wealth Management business led Robert to Theta IQ to assist in Capital Discovery and Distribution.
Robert studied Economics and Business at the University of New Orleans on a Division 1 golf scholarship and then went on to Dalhousie University to continue his studies.
Robert is a Dealing Representative for Corton Capital Inc.
The primary investment approach is to own long term investments and overlay them with option strategies to enhance returns. Theta IQ believes that an investment portfolio needs to align with a client's risk tolerance. Theta IQ has 3 funds, each to serve the needs of different clients.
Theta IQ Alpha: Seeks to generate superior returns over the long term through capital appreciation and income.
Theta IQ Balanced: Emphasizes capital appreciation, capital preservation and income generation.
Theta IQ Income: Seeks to generate an income stream from options, dividends and interest payments.