InvestSmart offers beginning, intermediate and advanced strategies, helping you limit risk while maximizing investment return. Our workshops, and on-site educational services provide essential financial, retirement and investment planning knowledge.

The powerful InvestSmart Workshop series is led by Roland Lee, a Chartered Financial Consultant, Certified Financial Planner, Certified Financial Technical Analyst and MBA bringing more than 20 years’ experience in the research and trading of stocks and options. Each session includes relevant and practical information, live demonstrations and collaborative group exercises. Attendees receive handouts and workbooks to reinforce lessons and provide a resource for future reference.

Roland is a popular and effective speaker, assisting individuals who are studying to pass any one of the various financial planning certification exams. He’s actively involved in teaching financial planning modules including investment planning and risk management. He applies the same teaching methodology in each InvestSmart workshop, so participants can immediately apply the knowledge gained.

On equities and options trading, Roland explains how common trading instruments can be used to make money in the stock market. Instruments include the use of long and short equities, covered call options, straight calls and puts. He further explains the use of income strategies in options. As a financial planner, Roland explores ways investors can manage risk when using each of the mentioned trading instruments.

InvestSmart services include:

• Speaking and lecturing
• Individual and group training on investment, education, insurance and retirement planning
• InvestSmart workshops and seminars
• A subscription-based sms with a weekly short-list of tradeable equities and options for virtual trades
• Speaking and lecturing on investment and financial planning topics
• Individual and group training on investment, education planning, insurance planning and retirement planning