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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 Workshop
Your First Step to Confident Investing.
This 2-hour (or 2 x 1.0h) 1-on-1 workshop via video call is a good starting point for investors ready to replace guesswork with a process. It is a hands-on workshop where we I help you to better understand how to manage risk and invest with confidence. You will leave this session with a plan designed to protect your capital and eliminate market anxiety for good. This workshop is most impactful for investors with portfolios of $50,000 USD/€ or more, as the strategies we cover can be more effectively implemented at this level or higher.
This workshop is for you if:
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You are a DIY investor (Level 2-3) feeling overwhelmed by information overload and fearful of making a costly mistake.
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You want a single, clear process to follow for your investment decisions.
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You are ready to move from theory to confident execution with an expert guide.
What's Included:
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A pre-session clarity questionnaire to tailor the intensive to your goals.
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A full video recording of our session for you to review anytime.
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A detailed recap to help you easily locate key highlights.
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30-day post-session email & WhatsApp support.
One-Time Investment: $1200 USD
Acceptance into the Accelerator is by application only.
Options Mastery Accelerator
Where Process Becomes Instinct.
This exclusive 90 days virtual one-on-one mentorship program is designed for the serious investor (level 3+) managing a portfolio of $100,000 USD/€ or more, who is ready to reach the highest level of sophistication.
I go beyond the basics to help you 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.
What's Included:
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A "Core & Custom" curriculum tailored to your specific goals.
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A flexible format based on your preference with a bank of 12 hours for the one-on-one coaching.
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Full recordings of all sessions for future reference.
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A detailed recap to help you easily locate key highlights.
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Priority support via email & WhatsApp for questions between sessions.
Investment: $6,000 USD (reg. $7200)
Acceptance into the Accelerator is by application only.
Ad-Hoc Strategy Session
Need a tune-up? This 60-minute session is available exclusively for existing clients (Accelerator or monthly coaching programs) who want to tackle a new challenge, review their process, or discuss a specific strategy.
Frequently Asked Questions
Which program should I start with?
For most investors ready to take control, the Options Mastery Accelerator is a great starting point. If you're unsure, you could try for one month with the Workshop. Either way, the first step is to book a free, no-pressure fit call to discuss your goals and confirm if I can help you.
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 Workshop"?
After the workshop, you'll have a clear action plan. Some clients feel equipped to proceed independently. For those who want ongoing support as they implement, there are 3 options: monthly coaching, the Accelerator program, and ad-hoc sessions.