Our commitment is to provide you with knowledge that can drive tangible results for your financial portfolio.
Learn from Seasoned Professionals
Our instructors are seasoned professionals that primarily make their living by investing; either by short-term trading and/or longer-term portfolio management techniques. At the Independent Investor Institute you will always learn from a professional trader and/or investor, that has excelled in their field and have a deep rooted desire to share their knowledge with others.
Our Lead Instructors
Our master instructors are both Larry and Ziad, who travel across Canada educating investors on trading and portfolio management techniques. Their dedication to raising the bar for financial literacy is unmatched. They ensure that you fully absorb all concepts from the basics to more advanced strategies, by providing you with step-by-step common sense instruction, derived from their vast history of live trading experience.
Committed to Continuously Improving
Comprehensive formal feedback is collected from every graduate of our courses, to ensure that we continuously improve our instruction techniques while incorporating the changing needs of our students. All our instructors have two key passions: the markets & teaching!
Ziad is a co-founder and partner at the Independent Investor Institute. His focus is on empowering investors to do better through education. He teaches the fundamentals of financial markets and how to navigate them with skill, precision and excellence. His passion for business, the markets and especially teaching is infectious!
Like most of his students, Ziad didn’t start his career in the financial markets. He brings over 20 years of small business and senior corporate management experience to Larry’s team. He was a top executive in the consumer packaged goods industry – serving as a senior director at firms such as Canada Bread and General Mills managing and growing product portfolios of over $300 million+. Ziad also built and managed several of his own businesses including, restaurants, and convenience stores.
From Corporate Executive to Self-Directed Trader
In 2008, Ziad made a bold move, leaving his corporate desk and selling his businesses to travel the world and focus on trading for a living. After investing a significant amount of time to educate himself about how to trade, Ziad attended one of ETF Capital Management’s events and met with Larry to become a Client. He found Larry’s knowledge so compelling compared to the courses he had taken, he partnered with Larry’s team to bring Larry’s expert knowledge and process to those who are doing their own investing.
Ziad’s time with Larry is spent both as student and business partner. Under Larry’s tutelage Ziad has been expertly trained to use a combination of global macroeconomic fundamental and technical analysis tools to successfully navigate financial markets. His key areas of market expertise are in picking overall equity market direction and identifying low risk high reward trades.
Ziad and Larry now bring a new level of hands-on investing and trading education to their students through the Independent Investor Institute, which has garnered outstanding reviews and testimonials from investors empowered by their new knowledge.
Ziad is a graduate of the Schulich School of Business with specialty in Finance, Economics and Analytics. He has been a successful trader since 2008.
Who am I?
My name is Stefanie Kammerman but my students call me” The Stock Whisperer” because they think I have a crystal ball; well maybe I do, how else do I pick all those winning trades.
So what did I do to get here?
I knew absolutely nothing about the stock market. It was the summer of 1994, my very first day on the job at the prestigious Schoenfeld Securities, when my boss asked me if I knew how to do windows. I was speechless. Judging upon the shocked look on my face, my boss explained to me that he would teach me how to do Microsoft windows. I signed at the relief that my new duties didn’t include Windex and a paper towel; However, I quickly realized that I had a lot to learn!
I mastered the overnight trading system in just one year, because I learned from the best traders at my firm. Sitting in the million dollar room, I was taught not to think about the money, but to only trade correctly. I was taught the money will come if you follow the rules. They were right, in fact my first year trading I won the trader of the year award. My firm gave me a $250 gift certificate to Peter Lugers Steak house, and another 250K to trade with. I made more money than I ever thought I could. I was the only female trader at my firm, working with over 100 men. I ran a trading desk for two years, mentoring all of the new traders. I was very fortunate because I loved my job!
In 1998, I decided I wanted to start a family and I thought I could trade from home. It didn’t work out so great. Back in ’98, we didn’t exactly have the best trading software and coming from a Bloomberg computer, an Instinet machine, 4 trading monitors and a clerk, to only having one computer screen was quite a jolt. I decided that I would focus on long term swinging. Over the next few years, I doubled my IRA portfolio by picking some really hot high tech stocks.
In 2003, I started writing music and I became a published singer/songwriter with BMI. There is definitely a correlation between music and the market. How many of you are musicians? I’m going to be doing a workshop in a few months correlating the two. I’ll be teaching you how to play the market like a piano. Did you know that there is a Fibonacci sequence to writing a hit song? Yes, there is and I’ll be teaching you all about it and much more. Over the past 10 years, I‘ve written over 100 songs and placed many of them on some popular television shows. You may have heard of them, “ America’s got talent”, “American Idol “ , “ Dr. 90210, just to name a few. I also landed a radio jingle for Airtel communications. Even though I’ve had some great placements, I now know why they call us “starving artists”. The music business doesn’t pay very well. I’m lucky if I can pay my phone bill with my last royalty check. Thank god for the stock market.
In the summer of 2010, I was hired to run an online trading chat room and teach students how to swing trade. It was my dream job. Doing what I loved to do and being able to do it from home so that I could be there when my kids got off the school bus. The software I was using was designed by a day trader for a day trader and I quickly started to see the prints and the patterns of day trading. Learning how to day trade really helped me on my entry’s and exits as a swing trader. I now teach thousands of students how to day trade and swing trade with numerous workshops on how to read the tape, how to spot the best levels to trade off of, and most importantly discipline. I use my BA in Psychology to do a very unique class called “Boot camp” which focuses primarily on the psychological aspects of trading. I teach you how to separate yourself from the trade and how to be in control of your trade by mapping it out first. How many of you enter a trade without knowing where you’re getting out first? I’ve taken hundreds of pictures of real market trades to teach you how to spot when the big money is buying and when the big money is selling and I show you how to trade it. I teach live classes sharing my screen with you so that you can learn the same way I did. It’s old fashioned trading in a high tech world.
Everybody asks me why I teach? Why don’t I just trade? I do trade, in fact, I trade every day, and I’m also cloning myself by teaching my students how to trade. Now they help me, by calling out all the great trades in the chat room. What goes around comes around tenfold!
My goal is to run the best online trading room, “The Java Pit” where we can all work together as a team sharing the same common goal. To be the best traders we can be. After all, 100 eyes are better than 2. My students over the years have become part of my family. I’ve traveled all over the world to meet them and I love trading with them every single day. I’ve had a few really great mentors in my life time and I hope to be one of yours.
Thank you for stopping by. Stay as long as you like. Grab a cup of java and do a few trades with me.
The stock whisperer
(Day trader by day, swing trader by night)
Richard (Rick) Atkinson
Rick is the founder and president of RA Retirement Advisors specializing in retirement planning. He teaches people currently considering or planning for retirement as well as those who are recently retired how to create a happy and stimulating life after work.
Rick is the author of the best-selling book, Don’t Just Retire – Live It, Love It! and the popular workbook, The First Step.
Before retiring, Rick was a human resources management specialist working as both an internal and external HR consultant in manufacturing, oil and gas, mining, health and social services. He consulted to provincial and municipal levels of government.
Among positions held, Rick was a senior executive with Med-Chem Laboratories, BP Selco Mining and Imperial Oil, responsible for the human aspect of these successful firms.
During Rick’s working history, Rick trained and coached employees at all levels of organizations. He was known for his practical, interactive and results oriented workshops and his one-on-one caring style of coaching and mentoring.
From Corporate Executive to Self-Directed Trader
Over Rick’s business career, he observed hundreds of people retire – the successful and the not so successful. What he witnessed was successful retirees recognize the need to plan for happiness and productivity. They evaluate what’s important to them and construct actions to satisfy their needs and wants (often times much more than the money!).
Rick’s observations, together with in-depth interviews with hundreds of successful retirees, resulted in Rick’s book Don’t Just Retire and his The First Step Workshop.
Rick has addressed thousands of boomers across Canada, facilitated hundreds of workshops and coached scores of people. All with the aim of aiding attendees acquire true retirement satisfaction.
Rick is now associated with the Independent Investor Institute offering his retirement knowledge, insights and experience to students.
In addition to a MBA from York University and a Bachelor of Commerce from the University of British Columbia, Rick holds the Ontario Society of Training and Development’s Advanced Level Certificate of Achievement.
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