Consulting

Looking for help to overcome a problem that has you stuck?

I offer on-call support and will create value for you from day one. 

Whether you’re an experienced trader or just starting out, Lisa is here to provide personalized, one-on-one guidance for your specific situation. 

Calls are flexible and available in 30-minute increments. If you’re not sure how much time you need, just give me your question and estimated time, and I’ll confirm within 24 hours. Let’s work together to get you unstuck and back on track. 

Do you face any of the following questions or challenges? If so, I am here to help.
  • How to transition from manual trading to algo trading?
  • How to backtest trading strategies to evaluate effectiveness?
  • When to stop trading if a strategy is no longer working?
  • How to optimize trading algorithms for different market conditions?
  • Which optimization parameters have the most impact?
  • How to avoid overfitting when developing trading algorithms?
  • What steps are needed to implement trading algorithms in live trading?
  • What are some common mistakes to avoid when building trading algorithms?
  • How can statistical and machine learning techniques improve algorithm performance?
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Consulting FAQs

With over 17 years of experience in the financial industry, including 4 years executing trades for clients at a prominent Canadian national brokerage firm starting at the age of 21, I held Canadian Securities Institute licenses for stocks, options, mutual funds, and fixed income securities. My expertise extends to being a World Cup Advisor.

I have successfully developed algorithmic strategies that consistently deliver. Additionally, I have created a quant portfolio management system with my team that is accessible to investors worldwide, providing them with advanced and reliable investment solutions.

My clients’ privacy and confidentiality are my top priority. Information shared with me will be kept secure and used only for its intended purposes. I won’t disclose any details to third parties, unless obligated by law or with the client’s consent.

KPIs set upfront are used to track progress and ensure success. By monitoring KPIs, we can make timely adjustments to achieve desired outcomes aligned with project goals and objectives.

To manage communication and updates, I create a plan that outlines frequency, format, and content of communication. Regular check-ins and status reports are used to track progress, address concerns, and ensure the project stays on track.

I offer trading strategy guidance, automated trading system design and risk management services. My team of experts includes risk managers, coders, and AI specialists. We have extensive experience with several programming languages.

My rate is $1000 / hour (Sorry unavailable at this time)

Tell me about yourself – provide any or all of the following:
  • Purpose of the meeting
  • Desired topics of discussion
  • Current challenges
  • Goals
  • Strategies tried
  • Resources available
  • Expected outcome
  • Success metrics
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Risk disclosure:

Please carefully read and understand the following risk disclosure before engaging in any consulting services provided on this page. Investing and trading involve inherent risks, and it is important to be aware of the potential risks associated with financial markets and algorithmic trading strategies. The information provided here does not constitute financial advice or recommendations, but rather aims to highlight general risks involved in trading and consulting services.

  • Market Risk: Financial markets are subject to volatility, fluctuations, and unforeseen events that can impact asset prices. Prices can rise or fall rapidly, and there is no guarantee of profits or protection against losses. Past performance is not indicative of future results.
  • Algorithmic Trading Risks: Developing and implementing algorithmic trading strategies involve complex systems that rely on historical data and mathematical models. Despite careful design and testing, there is a risk of algorithmic errors, technical glitches, or system failures, which can lead to unexpected losses.
  • Technology and Connectivity Risks: The use of technology, including internet connectivity, trading platforms, and data feeds, introduces the risk of technical issues, system outages, or data inaccuracies. These issues can disrupt trading operations and affect performance.
  • Execution Risk: Executing trades involves the risk of delays, partial fills, or non-execution due to factors such as market conditions, liquidity, order size, or system limitations. These risks can impact the overall performance of trading strategies.
  • Regulatory and Legal Risks: Financial markets and trading activities are subject to regulations and legal requirements that may change over time. Non-compliance with applicable regulations or unforeseen legal developments can have adverse consequences.
  • Financial Risk: Engaging in trading activities can result in financial losses, which can exceed the initial investment or capital allocated to trading. It is essential to carefully consider your financial situation, risk tolerance, and investment objectives before participating in any trading activities.
  • Lack of Control: While consulting services can provide guidance and support, it is important to understand that clients retain ultimate control over their investment decisions. The outcome of trading activities and the effectiveness of strategies are dependent on various factors, including market conditions and individual decision-making.
  • Confidentiality: While we prioritize client confidentiality, there is a minimal risk of data breaches or unauthorized access to information, despite our best efforts to maintain security protocols.
  • Third-Party Risks: The use of third-party platforms, tools, or data providers may introduce additional risks beyond our control. It is crucial to evaluate the reliability and security of third-party services before using them.
  • Psychological and Emotional Risks: Trading and investing can evoke strong emotions, such as fear, greed, or overconfidence, which can lead to irrational decision-making. It is important to manage emotions and maintain discipline when executing trading strategies.

 

Please note that this risk disclosure is not exhaustive, and there may be other risks associated with trading and consulting services. It is essential to consult with a qualified financial advisor or professional before making any investment or trading decisions.

By engaging in our consulting services, you acknowledge and accept these risks. We encourage you to seek independent financial advice and perform your own due diligence before making any investment or trading decisions. We are not liable for any losses or damages incurred as a result of the use of our services or the information provided on this page.