Options Trading for Profit
Without Fantasy or Hype
Options platforms keep getting faster, smoother, cheaper. In Canada you can now trade options with zero commissions and a user interface that makes risk feel weightless.
The problem is that options are still options. Leverage does not care how clean the app looks. Convenience does not improve judgment. And most strategies that look easy in a chart become hard the moment real money is involved.
This service exists for one reason: if you want a realistic chance at steady profits, you need a method that survives reality. Not a strategy that photographs well.
A short story about overconfidence
I learned early that overconfidence is not a retail problem. It lives in boardrooms too.
A chief investment officer made a hedging mistake in an options and futures portfolio. I caught it, built a solution, and presented it to the board. It helped my career, but it also gave me a permanent respect for how easily complexity outruns even experienced minds.
Boards don’t live in derivatives. They live in decisions. You get ten minutes, sometimes less, to translate a messy risk into something simple enough to act on. If you can’t reduce it to first principles, you can’t govern it.
And then there’s the part nobody likes to admit: the psychology. After equity portfolio managers lose money, leaders can feel pulled into “fixing” the loss fast. My boss doubled down to cover the damage. It looked like decisiveness. Underneath, it was pressure, pride, and a hero narrative: I will save this.
That impulse is exactly why options are dangerous. Complexity plus emotion is how smart people blow holes in their own hull.
What this is
A private, structured engagement to help you build an options process you can actually live with: risk-defined, repeatable, and honest about what you can and cannot control.
You can think of it as an audit and build.
We pressure-test your assumptions, tighten your risk framework, and reduce the gap between what you think you will do and what you actually do when the trade moves against you.
CFA credibility, theory and practice
I’m known in the global CFA community for teaching derivatives, including options, in a way that makes complex instruments understandable without making them sound easy. Options are not easy.
That distinction matters.
Options are one of the fastest places for smart people to become overconfident, because the theory is elegant and the payoff diagrams look controllable. The market is where the elegance gets stress-tested.
My background is both:
Theory: years of teaching derivatives at a high level to serious professionals, including the core mechanics that most retail strategies quietly misunderstand: probability, convexity, volatility, time decay, risk-neutral logic, hedging intuition, and the ways correlations break when you need them most.
Practice: I trade. Not as an identity, not as a performance, but as a craft. The market teaches what textbooks cannot: slippage, gaps, regime shifts, boredom, overtrading, drawdowns, and how quickly “a good idea” turns into “a bad position” if risk is vague.
The classroom gives you clarity. The market gives you humility. You get both.
And if you want it, you also get something rare: I can walk beside you as you trade. Sometimes the hardest part is not understanding Greeks. It’s pushing BUY or SELL the first time with real money on the line. That moment can feel like an act of faith. My role is to help you slow it down, make the decision clean, and execute with a framework instead of adrenaline.
What this is not
This is not a “get rich” service.
No signals. No hot lists. No chatroom theatre. No promise of returns. No pretending drawdowns are a mindset problem.
If you want certainty, options will politely decline.
Who this is for
This service fits adults who want to trade options seriously and privately, and who value a repeatable process more than excitement.
It tends to fit people who:
have started trading, or are close to starting
sense that the platform makes risk feel smaller than it is
want a method that is understandable, risk-defined, and boring enough to repeat
have noticed that their emotions can hijack execution, even when their analysis is good
are tired of strategies that look easy and behave like chaos in live markets
can handle honest feedback about suitability, temperament, and risk
Who this is not for
This does not fit people who:
want a shortcut, a promise, or a guaranteed income stream
trade money they cannot afford to lose
need adrenaline more than they need results
want someone else to “tell them what to buy”
are trying to win back losses through bigger bets
Why this matters now
Zero-commission platforms removed friction. That sounds helpful. It also removed the pause that used to protect people from themselves.
The modern risk is not commissions. It’s convenience.
Options, more than most instruments, punish casual convenience.
Why steady profits are so hard in options
Most strategies fail for boring reasons.
Position sizing quietly turns one bad week into a crater.
“High probability” premium selling hides tail risk that eventually arrives.
Buying premium becomes a slow bleed when volatility, time decay, and exits are not managed with precision.
A good regime is mistaken for personal skill.
Overtrading feels productive because the platform makes action feel like control.
Rules are implied, not written. The trader is confident until the first real stress test.
Options don’t require genius. They require discipline that stays intact when you are bored, bruised, or euphoric.
How I work
This is not a course. It is not a one-off lesson. It is a structured build of your trading framework.
Suitability and intent
We get clear on why you want to trade options, what “profit” means to you, and what level of risk, time commitment, and emotional tolerance fits your life.
This includes the uncomfortable question that most people skip:
Is options trading actually a suitable game for you, right now?
Suitability is not moral judgment. It is risk management.
Strategy reality check
We look at what you are doing now, or what you are planning to do, and pressure-test it.
What edge is supposed to exist?
What assumptions does it rely on?
What breaks it?
Where does risk hide?
How does it behave across regimes: low vol, high vol, trending markets, mean reversion, gaps, and correlation shocks?
If you have trade history, we use it. The market is an honest witness.
Risk policy and guardrails
You leave with explicit rules you can follow, including:
risk per trade and maximum exposure per underlying
maximum daily and weekly drawdown before you stand down
position sizing guidelines that fit your account size and psychology
what you do after a losing streak, and after a winning streak
when you trade, when you do not trade, and what “no trade” looks like in practice
exit rules that you can execute without bargaining with yourself
This is the difference between “a strategy” and “an operating manual.”
Execution support, including live walk-beside work if you want it
A plan on paper is easy. Execution is where people unravel.
If you want live support, we can do that. Not as a signals service, and not as me making decisions for you. More like a steady second set of eyes in real time: clarifying the plan, checking the sizing, confirming the exit rules, and helping you stay inside your own framework while the market tries to pull you out of it.
Sometimes it is as simple as helping you take the first trade cleanly, without turning it into an act of faith.
Review and learning loop
We build a review habit that does not become a second job.
A simple journal format that captures what actually mattered.
Post-trade reviews that improve decision quality instead of feeding self-hatred.
A feedback loop that turns experience into skill.
Over time, this is how a trader becomes steadier.
What you leave with
A written options operating manual in plain language
A risk framework you can defend to your future self
A small set of strategies you understand deeply, not a buffet of half-understood ideas
Clear rules for entries, exits, adjustments, and when to stand down
A calmer relationship with uncertainty
A way to trade without borrowing personalities, without performance, and without fantasy
Format
Private sessions. Confidential. No group theatre.
If you are new, we can begin with paper trading or very small sizing until your process proves it can behave under real emotions.
Important boundaries
I can teach options. I can help you build judgment. I can help you reduce self-sabotage and improve execution.
I cannot remove market uncertainty, and I won’t pretend otherwise.
Options trading involves significant risk including 100% loss of your investment, sometimes faster than you think. Option trading is not suitable for everyone. This service is educational and process-focused. You remain responsible for all trading decisions.