The Scanner Method
Learn the framework we use to screen setups — volatility, sector strength, earnings risk, delta, and defined-risk structure — then apply it to your own watchlist. You run it. You decide.
Built for Canadian investors
Trade options with a system. Protect wealth with a plan.
WealthOrbit teaches self-directed Canadians to run options with real discipline, X-ray their own portfolios for hidden risk, and lock in the tax, estate, and insurance layers most people leave exposed.
Education, research, and planning tools — plus licensed insurance and seg fund advice. Not discretionary portfolio management.
Live IBKR account · 3-year track record
+319%
Time-weighted return, net of withdrawals
Why learn here
Three years. A real account. Real risk. Real results.
Not a paper backtest. Not a screenshot from a course guru. A live Interactive Brokers account, traded through real drawdowns — including tough stretches — that still compounded to a strong three-year return.
+319%
3-year time-weighted return, net of withdrawals
3 yrs
Live IBKR account, not simulated
IBKR
Verified via PortfolioAnalyst
Anyone can post a good year. The skill is in the process — the risk control that carries an account through the hard months. I teach the disciplined framework built from that real trading experience, so you learn a system, not a hot streak.
Verified time-weighted return per Interactive Brokers PortfolioAnalyst, net of CAD 71,000 in withdrawals. Past performance does not predict future results. Options trading involves substantial risk of loss. This is education about a trading methodology — not a promise of returns, not investment advice, and not a signal service.
Flagship module
Learn a disciplined options framework, not a hot streak.
WealthOrbit Trader teaches a structured approach to options built around risk control, trade grading, journaling, and self-directed decision-making — the habits that separate consistent traders from the crowd. A repeatable process you own.
Grade Your Own Trades
Master a grading system that brings risk/reward, probability, premium, and stop logic into every decision before you enter — so risk is defined up front, not discovered later.
Journal Like a Professional
Build the one habit most retail traders skip: a journal that shows you which setups actually work for you over time. The data, not the impulse, guides the next decision.
WealthOrbit Trader is options education and self-directed tools. You make every trading decision on your own account. We don't place trades or tell you what to buy.
Portfolio intelligence
Your portfolio is hiding risk. Learn to find it before the market does.
Most investors have no idea how concentrated, correlated, or fragile their holdings really are — until a drawdown teaches them. WealthOrbit shows you how to X-ray your own portfolio the way a risk manager would, so nothing blindsides you.
✓ Spot concentration before it hurts
✓ See your real sector and position exposure
✓ Understand your income and drawdown profile
✓ Learn what your risk actually is
A self-directed learning tool you apply to your own account. WealthOrbit teaches you to assess your holdings — it does not recommend securities or manage your money.
Planning modules
Tax, retirement, and estate planning education
Simple tools and plain-English education for Canadians who want to make smarter long-term decisions.
Tax Planning
RRSP vs TFSA education, capital gains awareness, tax-loss harvesting concepts, and retirement withdrawal scenarios.
Retirement Planning
CPP, OAS, RRIF, TFSA, and retirement readiness education designed for Canadian households.
Estate Planning
Executor checklists, beneficiary review reminders, power-of-attorney education, and family organizer tools.
Protection & insurance planning
The part of your plan you can't afford to get wrong.
Insurance and segregated funds are where a plan gets protected — or quietly left exposed. This is licensed advisory work we handle directly: life, critical illness, disability, visitor, Super Visa, and segregated fund holdings reviewed and recommended to fit your bigger picture.
“A strong financial plan protects income, family, retirement, and legacy.”
Clear boundaries. Cleaner trust.
WealthOrbit provides financial education, market research, portfolio analytics, and planning tools. WealthOrbit does not provide discretionary portfolio management, legal advice, or tax advice. Users should consult qualified professionals before making financial, tax, legal, or investment decisions.
Coming soon
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