My story

In my corporate career, I was the person companies called in to solve the big, hairy problems — taking a business apart and putting it back together more profitably. That meant understanding financials, operations, management, strategy, and market dynamics, and how they all fit together.

I brought that same approach to my own money starting in 2008. During the financial crisis, I watched my “managed” accounts stay flat while the market recovered around them. My advisor couldn’t or wouldn’t adapt. So I fired him and started managing it myself — starting with well under $100k, as a value investor: finding opportunities where I knew what something was worth, and could pay less for it.

That grew into swing trading, which added $10k–$20k a month on top of my corporate salary and my investment growth. By the time I resigned, I was making more outside my job than in it.

So I chose me. I retired at 49, in July 2020, and filled that time with private financing deals, full-time trading, and day trading — turning what had been a hobby into a full-time income source. I’d “failed” a conventional retirement, but I was far happier being 100% in control of my income, with no dependency on any single source and far less risk because that income now came from many places.

That’s Financial Freedom to me: the ability to Live Anywhere, and Leave Anything. I finished renovating my house, sold it and most of my car collection, and moved from Toronto to Florida to start my next chapter with my fiancée and my dog — on my terms.

Whether you want to value invest, do dividend investing, swing trade, or day trade for consistent income you can access from anywhere — I can help you get there. I do it every day.