Services

Why Work With Me

With over 30 years of experience in both education and financial markets, I’ve developed a structured, no-nonsense learning system that helps aspiring investors and traders build skills for life. My services are not just about charts — they’re about clarity, consistency, and confidence.

If you’re tired of scattered information, hype, and vague promises, WSTM offers a direct path forward: Learn to save, learn to invest, and when you’re ready — learn to trade with precision.

Online Courses

Personalized coaching for beginner to intermediate investors — and traders ready to refine chart reading, entries and exits, risk management, journaling, and trading psychology. For experienced traders who have the skills but are still not consistently profitable, I offer an exclusive TradeBook Mastery program — focused on discipline, execution, and developing a repeatable edge. Curious whether this advanced pathway is right for you? Message me and we’ll talk through the details.

Savings Course
FREE

Build the financial discipline that makes investing and trading possible.

Before you invest.
Before you trade.
You need a system for controlling money, not just earning it.

This course teaches a simple, repeatable saving framework designed to help you:

Understand the difference between needs vs. wants
Translate spending into hours of your life (Money = Time principle)
Build consistent saving habits regardless of income level
Create an automatic saving system that removes emotion
Set short-, medium-, and long-term financial goals
Develop the mindset required for long-term wealth building

This is not about restriction — it is about awareness, control, and intentional decisions.

What You’ll Learn

✅ How to pay yourself first
✅ How to build an emergency fund
✅ How to track spending without complexity
✅ How small amounts grow through consistency
✅ How saving creates the foundation for investing

You will leave this course with a clear, practical system you can apply immediately.

💡 Why This Matters

Saving is not about the amount... it is about the habit.

Without financial discipline, investing becomes inconsistent and trading becomes impossible.

This course builds the behavioral foundation for everything that follows.

Start Here

Investing Course
$̶3̶9̶9̶
$199

The Complete Investing Blueprint: Build Wealth with Confidence

Learn how to confidently invest in stocks, ETFs, and more with a structured, practical 20-module video course designed for long-term investors.

This 20-module video course teaches you how to:

Understand how financial markets work
Use index ETFs for low-cost diversification
Apply dollar-cost averaging (DCA) and compounding strategies
Compare ETFs vs. mutual funds and reduce fees (MER)
Build a portfolio aligned with your time horizon and risk tolerance
Interpret basic financial data without overcomplicating the process

This course is designed to take you from saver → investor with a repeatable, confidence-based approach.

What’s Included

✅ 20 Structured Video Modules
A complete, step-by-step investing curriculum.

✅ Long-Term Portfolio Frameworks
Built around diversification, low costs, and consistency.

✅ Real-world Canadian and U.S. investing examples
(including tax-advantaged accounts such as TFSA, RRSP, RESP, and Roth IRA/401(k) concepts)

✅ Limited Access to the WSTM Discord Community
Investing-focused discussions and course support.

Trading Course Credit

Your full $199 Investing Course fee can be applied as a credit toward the WSTM Trading Mastery Blueprint when you enroll within 3 months.
A discount code will be sent automatically.

💡 Investing Is a Process

We focus on time in the market, disciplined contributions, and low-cost strategies — not speculation or short-term predictions.

View Course Details

Flagship Trading Course
$̶1,̶99̶9̶
$1,199

The WSTM Trading Mastery Blueprint: A structured, rules-based pathway to consistency, discipline, and professional-level trading.

The most complete trading course available online today.

Includes 13+ structured modules and 110+ video lessons, covering:

Price action, risk management, and psychology
Proprietary WSTM setups (Break & Retest, Double Tops, Kangaroo Tails, etc.)
The Trade Execution Framework and Discipline Protocol™
Trade journaling using the Mark Douglas 25-trade method
Real-time decision-making and structured trade planning

You are not just learning concepts — you are learning a repeatable process.

What's Included

✅ 1-Year Unlimited Mentoring
Direct access for questions, guidance, and trade review.

✅ 1-Year Access to the WSTM Discord Trading Community
Renewable at no cost for active participants.

✅ WSTM Spreadsheet Tools
Position sizing, journaling, and performance tracking templates.

✅ Weekly Trade Recap Newsletter
Designed to help you replay trades, build screen time, and develop pattern recognition.

✅ FREE Access to the Savings and Investing Courses

TradeBook

The WSTM TradeBook (100+ pages) is now offered as an optional add-on for students who want a complete written reference of all rules, setups, and execution models.

Investing Course Credit

Already enrolled in the Investing Course?
You will receive your full $199 as a credit toward the Trading Course when you enroll within 3 months.
A discount code will be sent automatically.

View Course Details

Who This Course Is For

✔ Individuals committed to learning a rules-based trading process
✔ Students willing to journal, review, and replay trades daily
✔ Traders who value discipline, structure, and risk management
✔ Investors ready to take the next step after building a solid foundation
✔ People who understand that consistency comes from process, not prediction

Who This Course Is NOT For

✘ Anyone looking for signals, alerts, or “get rich quick” strategies
✘ Traders unwilling to follow a structured plan
✘ Individuals who are not prepared to put in screen time and review work
✘ Anyone expecting guaranteed profits

This program teaches you how to trade, not what to trade.

Important Disclaimer

This course is for educational purposes only.
It does not provide financial advice, and there are no guarantees of profitability.

Trading involves risk, and results depend on your discipline, execution, and commitment to the process.

Flagship Trading Course Anchor

About the WSTM Discord Trading Community

Live Education. Real Trades. No Fluff.

Every morning at 9:15 AM EST, I go live to prepare for the trading day by analyzing potential price levels, explaining my thought process, and answering questions live on the mic.

We then trade live on microphone from 9:30 to ~11:00 AM EST, most weekdays (except rare off days or personal obligations)

I explain every entry, stop loss, risk calculation, and exit as it happens

Members can:

Ask questions in real-time

Post screenshots and get direct feedback

Learn not just from me — but from a growing, active community

Access my trading tools, position sizing approach, journaling system, and Trade Path Protocol.

Explore the WSTM Course Series

From building your savings to mastering the markets, our structured courses are designed to guide you at every stage of your financial journey. Click on a course below to view the full outline and see what’s inside.