Canadian Society of Technical Analysts


Building a Trading or Investing Plan, with Jeff Parent, CSTA Past President - Oakville Chapter CSTA Meeting January 8th, 2014

  • 08 Jan 2014
  • 7:00 PM - 9:00 PM
  • Queen Elizabeth Park Room C094

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  • Monthly Meeting 2013 Monthly Meeting

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Trading and Investing Plan Development

The CSTA Oakville Chapter continues this season's very important theme -- Developing a Trading and Investing Plan, Wednesday January 8th at 7:00 pm, with another exciting and informative speaker, Jeff Parent.

Jeff will discuss key topics that go into developing a Trading and Investing Plan and some of the key considerations that have shaped his trading/investment approach over the years.

Jeff will be our last guest speaker on this topic as the Oakville Chapter wraps up this season's Trading and Investment Plan Development theme series -- so don't miss it!


About this month's Presenter

Jeff Parent has been in the investment industry since 1992.  He began his career as an investment advisor and is now a Portfolio Manager with the primary responsibility of managing the assets of Matco Financial Inc. clients.  He appears regularly on national TV, is a recognized author, public speaker and investment educator.  Jeff has a degree in Engineering and is a Fellow of the Canadian Securities Institute.  He is Past President of the Canadian Society of Technical Analysts and an associate member of the Market Technicians Association.

This Season's Background Theme

* Do you have a trading or investing business plan?  If not, consider...

Would you jump in your car and travel across country without a map?  Would you start a new business risking real money without a realistic business plan?

Do you have your own trading or investing plan?  Do you have a road map to success, or a road map to best limit (or at least help with) failure?

The first half of this season (six meetings), will focus on hearing from industry professionals about their own stories and perspectives on how they've developed their own trading / investing plans.

They will discuss important topics they have learned that have helped them achieve their success, and, to help limit failure when it occurs.  Important topics that will be covered are;

- position sizing,
- the importance of money management,
- the need to have goals and objectives,

- favourite setups and market conditions.

Each speaker will focus specifically on how and why they put their plans together.

If you don't already have a trading or investment plan, ask yourself, why not?  Join us each month and learn from those who have valuable experience to share.

The January meeting is Part 5 in this season's series.  Jeff will be our last guest speaker on this season's topic.

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