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SERVICES

TRADING/INVESTMENT EDUCATION

With thousands of instructor-crafted learning activities that sync up with the trading, investment and career goals, we empower traders, investors and professionals so their needs and potential can take center stage.

You can Learn to Trade: 

Stocks, Forex, Commodities.


You can get Certified and Licensed as a Financial Markets Professional:

  • Canadian Securities Course (CSC)
  • Life Insurance (LLQP)
  • Mutual Funds (IFIC) 
  • Retirement Planning (RPC)

FACILITY/TRADING FLOOR

  • Exclusive co-working enterprise tailor-made for trading.
  • Support traders from the wider global trading community.
  • With a membership, traders have access to a range of benefits including 24/7 access to trading floor, vibrant network connectivity, private trading workstations, cutting-edge technology, mentoring and sophisticated research hubs, collaborative spaces 

CREATING TRADING/INVESTMENT STRATEGIES

  • Determine a trading goal.
  • Test a trading strategy
  • Set aside a certain amount of time for a strategy
  • Determine which markets to trade.
  • Assess risk tolerance.
  • Always have a stop-loss.
  • Conduct thorough research.
  • Have a trading journal
  • Learn from mistakes.
  • Keep trading.

CREATING TRADING/INVESTMENT PLAN

  • Skill Assessment
  • Mental Preparation
  • Set Risk Level
  • Set Goals
  • Do Your Homework
  • Trade Preparation
  • Set Exit Rules
  • Set Entry Rules
  • Keep Excellent Records
  • Analyze Performance

TRADING/INVESTMENT CONSULTATION

  • Guidance on investment decisions, risk management, forecast profit and loss, capital growth. 
  • Assess individual’s financial status, analyze investment plans. 
  • Source capital for trading and investment, including loans and funding.
  • Recommend on selling and buying financial assets.
  • Analyze market trends and identify risks and opportunities. 
  • Monitor financial procedures and ensure compliance with the law. 
  • Provide solutions and set goals to increase profitability. 
  • Review day-to-day transactions to identify areas of improvement.

ONLINE COURSES

  • Our Courses are also delivered online. 
  • The courses are designed to be self-paced. 
  • You would expect to be dedicating on average about 4-6 hours per week for 24 weeks. 
  • Students take up to one year to complete their studies because of family or work commitments.
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We help you become 

An Informed Trader or Investor,

Certified and Licensed Financial Markets Professional


For further information, Call us at 647 858 3600 or email us at info@surplusreturn.com

Are you ready to make more profits? Call us now!

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