The Montréal Exchange is pleased to host the 12th annual Options Education Day with our partner Options Industry Council (OIC). This full-day conference is the perfect opportunity for retail investors, investment professionals, academics, to reunite and learn how to trade options.

Saturday, June 1, 2019

Le Westin Montréal
270 Saint Antoine St W.
Montréal, QC
H2Y 0A3


$50 CAD (until May 10th) plus applicable taxes
$55 CAD (until May 29th) plus applicable taxes
(light refreshments and lunch included).
Limited seating. No registration on site.


Bank of Montréal CIBC Investor's Edge Desjardins Online Brokerage InteractiveBrokers National Bank Direct Brokerage Big Picture Trading FCL Trade MACRO Voices Market Huddle OptionsPlay


8:30 a.m. to 9:00 a.m.

and morning refreshments

Investors will have the choice between one of the two sessions below:

Choice 1 - OIC Room

For investors who want to learn how to use options, The Options Industry Council will be getting down to business cycles. From expansion to contraction. Each stage of the economy will present its own set of opportunities where you can use options to your advantage. Learn about the bigger picture and drill down into the opportunities that lie beneath.

Options for a bull market
(Equipping yourself for the next bull cycle)

Starts 9:00 a.m. (OIC Room)

The ongoing bull market gave investors returns well over 100% (from end of 2009 to current). Imagine just how much you could have made by knowing how to invest on the same trades using call options.

Options for a bear market
(Preparing your account from a recession)

Ends 10:30 a.m. (OIC Room)

When the financial tsunami hit the markets, lots of investors were staring at their portfolios, not knowing what to do. Don’t let this happen to you by learning today how you can protect your account and even make money by using options when the markets are tumbling.

Choice 2 - MX Room

For traders who already know their calls and puts, MX will be going more into the weeds and discuss how options could be analyzed from another angle. Get your thinking hats ready, this will be a mind twister.

Using Options for Managing a Portfolio of Stocks

Starts 9:00 a.m. (MX Room)

The psychological aspect of investing is often the hardest obstacle for investors to overcome and master. It is important to consider the options as a valuable tool to help manage those emotional obstacles. Patrick will take a deeper dive into understanding strategies like options collars and when to use them or not. Patrick will further discuss the considerations for using these strategies in RRSP and TFSAs.

Option Acrobats: Short Puts vs Covered Calls vs Bull Call Spreads vs Calendar Spreads
(all in an options margin account)

Ends 10:30 a.m. (MX Room)

Which strategy to use and why? By mixing different options or stocks together, there are countless option strategies that could be created. Attend this session where the instructor will dive into details on how you can mix and match different option strategies and stocks together to achieve different objectives.

The sessions below will be for all attendees:
10:30 a.m. to 11:00 a.m.


11:00 a.m. to 11:45 a.m. (common room)

Options Unchained: OptionsPlay a Revolutionary Way to Trade Options

Speaker: Tony Zhang

A brief introduction to the latest in options technology brought to you by Montreal Exchange. Tony Zhang, Chief Strategist of OptionsPlay will introduce our partnership with Montreal Exchange. Bringing a revolutionary new way to explore, interact with and trade options. Coupled with technical analysis research, leverage options to generate income, speculate with limited risk and hedge your portfolios. Come check out the latest integration of OptionsPlay and our expanding options educational content!
( Create your free OptionsPlay account )

11:45 a.m. to 12:15 p.m. (common room)

The best kept secret in trading: OPTIONS

Speaker: Richard Audet

Learn from a seasoned professional why you should always use options when trading. There are many pitfalls when trading stocks naked where options can help you insure against losses and help keep your discipline. You do not need to become an option market-maker to make money trading options. We will revisit 2 super simple strategies to make money where options will help you to control your risk and sleep better at night!

12:15 p.m. to 1:15 p.m.


1:15 p.m. to 2:15 p.m. (common room)

Top 2 Strategies to Generate Income for any Portfolio

Speaker: Tony Zhang

More than 50% of traders use options to generate income. OptionsPlay makes covered calls, cash secured puts instant and easy! See how these 2 strategies are ideal for supplementing yield on your portfolio for any equity investor! During this exclusive event, Tony Zhang, Chief Strategist at OptionsPlay will help you find your next income opportunity in seconds using real trading examples!
( Create your free OptionsPlay account )

2:15 p.m. to 2:45 p.m.


2:45 p.m. to 3:45 p.m. (common room)

Managing Covered Calls

Speaker: Joseph Burgoyne

You all heard about them, you all know them. Now it’s time to learn how to manage them with Joseph Burgoyne from The Options Industry Council.

3:45 p.m. to 4:00 p.m. (common room)

Prize draws

In an effort to be environmentally friendly, MX will not be providing hard copies of the presentations. Feel free to bring your electronic device on site, as it will be possible to view and download some through complimentary WiFi.