OPTIONS STRATEGIES AT DOYENNE

How we use options to enhance your portfolio — with clarity and control.


Two Tools. Two Purposes. One Disciplined Approach.

At Doyenne, we use only two options strategies — each serving a different role in a long-term, risk-managed Canadian portfolio.


1) COVERED CALLS

Goal: Generate Additional Income

How Covered Calls Work

  • You own the shares
  • We sell a call option on those shares
  • You collect income (the option premium)
  • Your shares remain in your portfolio unless “called away”

Benefits

  • ✔ Predictable income
  • ✔ Helps reduce volatility
  • ✔ Useful in sideways markets
  • ✔ Excellent for income-focused or near-retirement investors

2) LONG CALLS

Goal: Access Growth with Defined Risk

How Long Calls Work

  • You pay a small premium
  • You gain the right (not obligation) to buy shares later
  • Upside potential if the stock rises
  • Downside limited to the premium cost

Benefits

  • ✔ Growth exposure with limited risk
  • ✔ No leverage or margin
  • ✔ Lower volatility vs owning the full stock
  • ✔ Useful for selective, high-conviction opportunities


OUR PHILOSOPHY: CLEAR. CONTROLLED. CLIENT‑CENTRED.

No Leverage
We do not use margin, speculative derivatives, or complex option spreads.

Transparent & Simple
Every options strategy is explained clearly before implementation.

Aligned With Your Plan
Options are only used when they strengthen risk-adjusted outcomes.


WHEN WE MAY USE OPTIONS

Your Goal Strategy Used
Generate more income ✔ Covered Calls
Smooth volatility ✔ Covered Calls
Seek controlled growth ✔ Long Calls
Reduce concentration in volatile equities ✔ Long Calls
Improve tax efficiency (varies by province) ✔ Covered Calls

WHAT YOU ALWAYS GET WITH DOYENNE

Clear documentation
Risk‑controlled sizing
Respectful, judgment‑free guidance
Integrated planning with your accountant/lawyer
No surprises, no hidden risk


WANT TO KNOW IF OPTIONS FIT YOUR PORTFOLIO?

Book a Call »
Explore Our Strategies »

==