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Private mentorship programs
Customized solutions for self-directed investors
You have spent decades building your wealth. My role is to provide you with the framework and the tools to manage it yourself, protect it against market volatility, and validate your decisions with total independence.
The Strategic Partnership
Outsource technical analysis and weekly monitoring while remaining the sole decision-maker.
For whom
You have a substantial investment portfolio and refuse to delegate final control to a third party, but you lack the time to manage technical setups and daily position monitoring.
The solution
Direct access to my expertise to outsource the technical analysis and weekly monitoring of your stock portfolio, while remaining the sole decision-maker.
Format
Annual mentorship based on a 60-hour bank, used for asynchronous support and live strategic check-ins when required. Limited to 4 active clients per year to ensure personalized attention.
Investment
$ 15,000 USD / year
The Accelerator
Build a complete protection system and achieve true autonomy.
For whom
You lack a complete and validated protection system to navigate changing market regimes without anxiety. You want to compress the learning curve and quickly move to action.
The solution
In 90 days, we compress years of training and trial-and-error to take you from an information-overwhelmed DIY learner to a methodical, self-sufficient investor who masters risk management.
Format
Intensive 1-on-1 mentorship with a flexible 12-hour bank to fit your schedule. Includes a customized curriculum, technical validation of your first trades, and priority support via email or WhatsApp. Full video recordings and detailed recaps included.
Investment
$ 6,000 USD
Monthly Coaching
Maintain the rigor of your investment plan.
For whom
Investing solo is an isolating process; you feel the need to have an expert eye validate your macro analyses and charts to eliminate blind spots before placing orders.
The solution
Having or keeping continuous access to ensure you can ask questions during moments of uncertainty, validate your analysis, refine your strategies, and more.
Format
Ongoing monthly support reserved for self-directed investors or Accelerator graduates. Includes 1 or 2 hours of video calls per month depending on your needs to analyze your charts, validate your opportunities, and help you select the most appropriate strategy.
Investment
Fixed rate for 3, 6, or 12 months communicated during the application call.
The Private Tactical Workshop
For immediate clarity and action.
For whom
Investors facing a specific technical or psychological hurdle that is causing paralysis and preventing action.
The solution
After 2 hours, you leave with the knowledge, practical skills, and the roadmap required to act immediately.
Format
One-time 2-hour intensive session in a private virtual setting (no long-term support). Full video recording and detailed recap included.
Investment
$ 800 USD (with a satisfaction guarantee)
Ad-Hoc Strategy Session
This option is available exclusively for current and past clients who wish to perform a quick tune-up, review a specific parameter, or get my analysis on an active position.
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Format: Ad-hoc 60-minute video call.
Investment: $ 350 USD per session.
Frequently Asked Questions
Which program should I start with?
For the majority of investors ready to take control, the starting point is either the private tactical workshop to validate a specific strategy, or the Accelerator if you are looking for a complete 90-day transformation. The choice depends on your goals, your budget, and the time you wish to invest. The first step is to book a free application call to discuss this.​
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Do I need any prior investing experience?
No. All of my coaching programs are designed to accommodate beginners as well as those with some experience. We always start with the fundamentals and progress at a pace that is comfortable for you.
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What if I'm not in Canada?
That is not a problem. I work with clients all over the world (primarily in Europe and North America). All coaching takes place remotely via video call.
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Why is your coaching better than self-paced video courses?
Information alone is not enough to transform your management style. A video cannot answer your specific questions, verify the accuracy of your trades, or hold you accountable. My 1-on-1 guidance ensures that you learn and apply the method concretely.
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Do you guarantee financial results?
No. It is unethical to guarantee returns. My program is educational: I provide the method and support necessary to manage your risk, but your results depend on your own decisions in the markets.
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How can I best prepare for our sessions?
To accelerate your progress and optimize our time together, I strongly encourage you to review the free resources on my training page, particularly the 30-minute masterclass, before our first meeting. This provides a solid foundation that allows us to dive straight into the heart of the matter.​
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What happens after the Workshop or the Accelerator?
At the end of your program, you will have a clear action plan to continue independently. If you wish to continue with me, the natural progression is generally monthly coaching. I have also recently added the Strategic Partnership program to meet the demand from those who want to maintain control but lack the time for analysis and monitoring. It is also possible to retake a workshop or an Accelerator program. Finally, past clients also have access to 60-minute ad-hoc sessions as needed.
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What are the payment terms?
Prepayment is the standard to simplify the program's delivery and administrative management. However, I am open to discussion during the application call to consider split payments if it facilitates your access to the chosen program.
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How can I be certain this partnership guarantees the confidentiality of my financial decisions?
Confidentiality is at the heart of my practice. As a strategic partner, I have no direct access to your bank accounts or brokerage platform; you remain the sole actor capable of validating and executing trades. Our exchanges are strictly controlled and secured, ensuring your strategy and financial situation remain private.
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How does this program differ from a traditional financial advisory service?
Unlike a traditional financial advisor, I do not manage your money and I do not seek to sell you financial products. The Strategic Partnership is a technical collaboration: I outsource the mental and analytical burden of market monitoring and the technical preparation of your opportunities for you. I provide you with a "ready-to-use file," but you retain total freedom to decide whether you want to take action.
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Is the Strategic Partnership really profitable for my current capital level?
This program is designed for investors whose time is their scarcest resource and whose capital requires rigorous protection against changing market regimes. If the cost of your time (for analysis and monitoring) exceeds the value of your annual investment, or if protecting your capital against a major market move prevents a significant loss, then the ROI is clear. During our call, we will analyze whether your situation justifies this form of strategic support.
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The OPTI Referral Program
The OPTI Strategies ecosystem grows through word-of-mouth and the trust of my clients.
If you know a retail investor who also wants to take control of their portfolio, I reward that introduction.
As soon as your referral completes their first 6 hours of 1-on-1 coaching (Tactical Workshop included), a private coaching hour is offered to both parties.
If you prefer, you may choose to gift your bonus hour to your referral to provide them with an even more intensive onboarding experience.
Prefer to Progress at Your Own Speed?
If you do not need personalized support and prefer to learn protection mechanisms on your own, explore my self-paced online video courses.