Coaching | OPTI Strategies

Your Path to Confident Investing

From a single intensive session to an exclusive mentorship program, each step is designed to give you true financial control.

The programs below are built to give you a clear, repeatable process for taking control of your investments. Unlike generic self-paced courses that leave you on your own, my focus is on personalized, 1-on-1 guidance to help you master the strategies that deliver peace of mind and better results.

The Smart Investing Blueprint

Your First Step to Confident Investing.

This 2.5-hour, 1-on-1 workshop is the definitive starting point for investors ready to replace guesswork with a process. It is a hands-on workshop where we build your personalized, repeatable plan for managing risk and investing with confidence. You will leave this session with a tangible plan (your blueprint) designed to protect your capital and eliminate market anxiety for good. This workshop is most impactful for investors with portfolios of $25,000 USD/€ or more, as the strategies we cover can be more effectively implemented at this level.

This workshop is for you if:

You are a DIY investor (Level 2-3) feeling overwhelmed by information overload and fearful of making a costly mistake.
You want a single, clear process to follow for your investment decisions.
You are ready to move from theory to confident execution with an expert guide.

What's Included:

A pre-session clarity questionnaire to tailor the intensive to your goals.
One private, 2.5-hour 1-on-1 workshop session via video call.
Your personalized "Smart Investing Blueprint" PDF summarizing your new process.
A full recording of our session for you to review anytime.
30-day post-session email support for clarifying questions.

Your No-Risk Guarantee:
We'll do a check-in at the 30-minute mark. If you feel it's not the right fit, we can end the session for a full, no-questions-asked refund.

One-Time Investment: $750 USD

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Options Mastery Accelerator

Where Process Becomes Instinct.

This exclusive 12-week virtual one-on-one mentorship program is designed for the serious investor (level 4+) managing a portfolio of $100,000 USD/€ or more, who is ready to reach the highest level of sophistication.

I go beyond the investment plan to deeply implement and refine your process until it becomes second nature, allowing you to navigate any market with expertise and total confidence.

To ensure high-quality support and personalized attention, I only take a maximum of 4 active clients per month.

Acceptance into the Accelerator is by application only.

What's Included:

A 12-week "Core & Custom" curriculum tailored to your specific goals.
A flexible format based on your preference: 12 sessions of 1 hour or 6 sessions of 2 hours.
Full recordings of all sessions for future reference.
Priority support via email & WhatsApp for questions between sessions.

Investment: $5,000 USD (installment plans available)

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Ad-Hoc Strategy Session

Need a tune-up? This 60-minute session is available exclusively for graduates of the Blueprint or Accelerator who want to tackle a new challenge, review their process, or discuss a specific strategy.

Investment: $250 USD

Frequently Asked Questions

Which program should I start with?

For most investors ready to take control (Levels 2-3), The Smart Investing Blueprint is the definitive starting point. If you're unsure, the best first step is to book a free, no-pressure fit call to discuss your goals. The Options Mastery Accelerator is an application-only program for more advanced investors (Level 4+).

Do I need any prior investing experience?
No. All of my coaching programs are designed for beginners and those with some experience who want to fill in the gaps. We always start with the fundamentals and build from there at a pace that is comfortable for you.

What if I'm not in Canada?
That's no problem at all. I work with clients globally. All coaching is done remotely via video call, so your location doesn't matter.

Why is your coaching better than a cheap video course?
Information is not transformation. A video can't answer your specific questions, look over your shoulder to see if you're setting up a trade correctly, or hold you accountable. The 1-on-1 coaching is designed to ensure you actually learn and apply the material with confidence.

Do you guarantee I will make money?
No. It is unethical and impossible for anyone to guarantee investment returns. This is an educational program. I guarantee that I will provide you with world-class education, support, and coaching. Your results are a product of your own decisions.

Do I need to prepare anything for my Blueprint Workshop?

While not required, the best way to maximize our time is to watch my free 30-minute masterclass beforehand. It covers the core concepts we'll be building on.

What happens after the "The Smart Investing Blueprint"?

After the workshop, you'll have a clear action plan. Many clients feel equipped to proceed independently. For those who want ongoing support as they implement, graduates have access to ad-hoc sessions or can apply for the Options Mastery Accelerator.