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Trading Secrets
270. Olivia Ferney: Travel with Livii breaks down the business behind luxury travel, power in networking, NDAs, outrageous requests, and all the shocking $$$ behind it!
01:21:13
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- [00:00]
A
Foreign. Welcome back to another episode of Trading Secrets. I'm your host Jason Tarnick. I'm also here with the curious Canadian for the pre market trading segment where I'm gonna tell you a little bit about this guest. Something going on with David and I in our lives and we'll then ring in the bell with our guests which we're very excited about. But most importantly, happy holidays. We have Hanukkah, we have Christmas. Lot of action here as we wrap up 2025. David, how would you tease? You know what, before you even tease this episode, it's the holiday season. Let's give something away. We're big on reviews here and I just want to give a shout out to Ashley S. Dot to shoot us your mailing address trading secrets@Jason Tartick dot com. I'm getting all the gift cards out this week. Thank you for a five star star review. Oh my gosh, David. She left four or five paragraphs here. What I'm gonna say one of the paragraphs. What I appreciate most about Trading Secrets is how actionable it is and the diversity of guests you bring on. Jason's doing a great job bridging the influencer world with real business strategy across industries, making the insights feel relevant no matter what field you're in. So hey, go give us five stars. Let us know the biggest takeaways, what guests, what industries you want us to cover because we are giving things away. So Ashley, shoot us a message. Now, David, how would you tease this episode?
- [01:26]
B
I mean, it's electric. I mean it is totally a look into a life that I don't think is going to be very common or relatable for a lot of our listeners. So I'm hoping, and I say this in, in a way where I'm hoping you can listen to this and just let your mind wander on, on some of the insane things that you're going to hear in all things luxury travel. I think it's highly entertaining and like we tease a little bit on this could be a, a entertaining podcast and also an entertaining, entertaining TV show in the future. So electric is the way that I would put it.
- [02:00]
A
We have travel with Livy as our guest. Now if you are traveling anytime soon, you will get some trading secrets from this. And also she is doing all type of traveling guidance, insight and let's call tea with the wealthiest, most powerful in the world and has gone viral doing it. These stories are electric. These travel hacks are like no other. Now, David, before we ringing the bell, it's the hol season this week, talk to me about what you're most excited about for Christmas this week.
- [02:29]
B
I the thing that I am most excited about, Jason, is time. And I mean that when I say it this time every year for Christmas on Christmas Day. I've had to leave the last three years to go to a big hockey tournament in Calgary, Alberta, the Max Midget Tournament, Circle K Classic and I'm not doing it this year. And when I found out that Caleb was going to be born, that we were having our second son in December, I said there's no way I can leave Ashley for eight days in the holiday season. And so for the first time in a long time I have three weeks of no practices, no games, no nothing. And I am so excited for time to spend time with my wife, with my two sons, with our families and just be able to relax as much as I can with two newborns. So that is what I'm most excited about. I excited for the food, I'm excited to see some friends, I'm excited for all that. But I'm excited to have the time to actually enjoy these things and take a breath and take it all in.
- [03:25]
A
The power of saying no, I mean you can't beat that. I cannot wait to be with my family. I'm most excited about that. But your point does bring up a really interesting one, one that I'm now dealing with and I'm going to be probably after bringing this to social media and ask how people do and what they do but when you're in a relationship and you know the holiday times are so important to both families and you both live in one city together like Catherine and I do in Nashville, but our parents live in other cities. How do you do it? Is it rotating every other year? Is it splitting up until you have kids? Is it going early for one and going the other? One gets Thanksgiving, one gets Chris? I don't know if you have suggestions, give us five stars, let us know in the comments. The first time we really had to deal with this and probably the last Christmas we won't be together but we, we'll have to figure that out cuz this Christmas we're going our own way which makes me pretty sad. David, before we ringing this bell, you got any thoughts on you the curious always got something.
- [04:21]
B
I'm so glad you guys are thinking about this, talking about this, my advice is figure it out because whatever you do, just figure it out and stick to it because as you know in my in laws here, big Italian family, I'm the lucky one My family's so far away that, you know, we just do Christmas here like so it's lucky in the sense that we don't have to deal with this. It's unlucky that we don't get to spend the holidays together. They've came here before. All of my brother in laws have wives that are also from here. And the dynamics of who goes where and what on Christmas Eve and Christmas Day between the two families and and Ashley's parents are separated but still do some of the holidays together. It's chaos. We just kind of get to be on the side and eat our popcorn and see every year becomes a thing. So whatever you guys decide to do, just stick to it. If it's every other year, if it's Christmas Eve at 1, Christmas Day at the other, just stick to it. It'll make it clearly communicate the expectations and boundaries for all and that was what will set up the most important thing which is for you and Katherine to be able to enjoy the holidays together.
- [05:19]
A
Exactly. Compromise and communication. I think that's like honestly the biggest thing is her and I will have no problem. Just like whatever we agree to sticking to it. It's not going to be her and I coming to a solution and staying true with it. It's going to be how the families react because both sides are very passionate about the holidays. But you know what good problems to have with families that you know, have such, you know, truly like passion and desire to be with you on holidays. So good things that happen, we'll see what happens. If you guys have advice, I always listen to trading Secrets money mafia, so let me know. But you know what, David, enough of us in our holiday problems and successes. Let's ring in the bell with the one and only a wild, a wild episode with Travel with Livy. Welcome back to another episode of Trading Secrets. Today we are joined by Olivia Fernie. Better known online is Travel with Livy. One of the fastest growing voices in the travel creator space. Olivia has built a loyal audience by doing something many luxury and event experts don't do. They give honest, realistic breakdowns and unfiltered discussions of what travel actually costs and the many nuances of luxury travel. Olivia shares how the most powerful, wealthiest and famous travelers are traveling with full transparency to the price tags and all the crazy requests. We'll get into those. And she has been going viral the last six months or so for her transparency. It was actually just covered in full by the New York Times CMO of top tier travel. We are going to get into it today, the business behind luxury travel, planning costs. Of course, I gotta ask about commissions, all this stuff. Olivia, thank you so much for being on Trading Secrets.
- [07:06]
C
Hey, thanks for having me.
- [07:08]
A
It has been a whirlwind for you. I remember we were talking a little bit before the podcast, but it was. I think it was around, like, June or so. Right. You have this video that just goes absolutely viral of a client requesting guys listen to this. Specific lines that are in the accommodations because of allergies. And then your video went on to say, guys, just so you know, this is legitimate. So my. My. My testament to you is so cool, because financial transparency and breaking down the walls of a space that most of us never get to hear about, never get to see. So congratulations on the success, but what do you think it is since June that you've been able to grow your following the way you have? And, I mean, I'm looking at the article right now. New York Times picked you up. Everyone's buzzing. What is it like? If you had to take the psychology.
- [07:53]
C
Of it, why I'm personally so intrigued myself, we never expected this. I'm a marketer at heart, so when I joined the company, I was just kind of throwing stuff at the wall, hoping and praying for something to stick. And we got off the call one day with a client that actually wasn't even a client yet, and she was just, like, letting loose on us. And that's something that you see a lot in my industry. And, you know, we just took the brunt of it and got off the phone and we're laughing a little bit and decided to, you know, to do this call. Like, screw it. Let's do a reenactment of this call. And we posted it and it went, yeah, like, mega, mega viral. And then, of course, the Limes was one of our first ones that went super viral as well. And it's so interesting to me that people are so enamored by all of these things, and maybe it's because I'm just so used to them now that I'm kind of, like, numb to it. I'm just so used to all of these crazy, crazy things. And I. Yeah, I just. I really. I really don't know. I really don't know. But I'm happy that I get to share it with people because it seems to bring a lot of laughs to people.
- [08:48]
A
Yeah, it's laughs. It's interesting. It's also just like, it reminds me, like, you should have a TV show because you can't stop whether you're annoyed by the content because you're like, I can't believe someone's spending a million dollars on a day. Or you're just intrigued by it. Either way, you can't stop watching it. So I feel like it should be a TV show. Maybe it will be. We'll talk about that and in a little bit. But before we get into it, I think people probably back home, a lot of the stuff we talk about, like consumer protection, navigating careers, how much people earn, things like that, and this is kind of the opposite of that. It's. It's not. It's not about, like, pinching pennies. It's actually about experience and creating something different. So for starters, like, what is. If someone was like, okay, wait, just start from the top. What is top tier travel? Like, how do you define your clients? How do you know who to work with and not work with? Give me the breakdown.
- [09:34]
C
I mean, that's a huge piece of what we do. We have to say no all the time.
- [09:37]
A
Interesting.
- [09:38]
C
We have such an influx of people coming in, especially from social media now, and a lot of them are just not the right fit. There's two things that make a very good client for us. First off, the company. I'll backtrack a little bit. The company is split into two pieces. So the vast majority of our company is top tier travel, and it's just us taking care of hotels, accommodations, private villas, stuff like that. So you might call me and say, hey, Liv, my family needs a villa in Cabo, and here's our $50,000 budget, here's the dates, that's it. And then we always guarantee the best pricing, which we can do because we have phenomenal relationships with hotels and villa owners globally. So we're able to provide value that way. And those are, you know, again, the vast majority of our clients. And then the other piece that everybody loves is our Concierge plus program. So those people pay a yearly retainer anywhere from like 60 to 100,000 plus a year. And that gets them trip planning and all the crazy things that you guys see online.
- [10:29]
A
Okay, so what, though? If someone's like, I'm going to guess majority? I don't want to make this blanket statement because I was very surprised. We've done some things and some people have invested and done some cool things. So I don't want to make a blanket statement, but majority of the listeners won't. Will not qualify for your program. So. But I know they'll be curious. What is the. Like, do you have a income threshold Is it a spending on travel per year threshold? Is it a certain point power, wealth or fame threshold? What does that look like?
- [10:58]
C
Definitely not power, wealth or fame. I mean, obviously if we find out that somebody's a billionaire and coming in, that's great. But that also could not mean that they're the best client that could be somebody that comes in and is going to treat me like trash or my team like trash. And I don't care how many millions you're spending. Not worth my time. So we try to avoid those types of things also, I mean, a lot of celebrities look like they have a lot of money and don't have a lot of money. So I'm not necessarily going to hire you because of your fame level.
- [11:22]
A
Wait, I actually love that take. That's really interesting.
- [11:25]
C
It's so true.
- [11:26]
A
Do you see that a lot? Because always noticed when I was in the banking industry for 10 years, I always noticed that a lot of the people that flex to have the most, when you'd see their numbers. Yeah, you know, numbers don't lie. And then people that are actually living some of the most modest lifestyles have the biggest wealth and, and, and you just can't believe it.
- [11:43]
C
You never notice that. Yeah, I'm a big. I try not to judge people. There's the whole new money, old money thing. And I think a lot of people who have these, like generational wealthy families love to hate the guys in Gucci suits walking around, but sometimes they just love Gucci and they want to walk around and dress trashy. So to say to the, you know, generationally wealthy families, and that shouldn't, like, in my eyes, it just never makes a difference. The old money hate the new money, the new money hate the old money. So you just, you know, you never really. I try not to judge a book by its cover in that sense. I'm trying to think of other people that are funny. I mean, we've had some crazy celebrities that I've looked up to for years that like, tell me they're going to book something and then just never pay their bill and they'll try and scam us out of things all the time.
- [12:25]
A
How do they try and scam you? Because it's funny. You said. Because I was in Cabo recently and I knew one of the resort owners and it's a nice luxury resort and she was saying how often celebrities and influencers will come in, they'll commit to certain posts and dollar amounts, right. And they'll just straight up stiff them. And I'm like, How do they do that knowing the PR risk? Well, first of all, how do they do that with their integrity? But the PR risk, how often and like do you have a story or two of someone that just didn't pay you?
- [12:50]
C
Flat out. So luckily for us, we don't do any influencer negotiations. I mean there are amazing influencers out there. There are also not so amazing influencers, but for us, we don't do any deals like that. So we've never gotten screwed over by somebody that's not gonna post for us 10 times. Where things. I've seen some interesting ones where I had a. I can say his name cause he never went through. His name was Fernando and he sent me his passports, his lover's passports, his ex husband's passports. And we spent hours on the phone going through the most dramatic storytelling and all these. But he knew what he was talking about. So he was trying to get me to book a trip to Barcelona, but he knew the details of the suites where he was staying. And I, you just, you know, when you speak to somebody of that like echelon, whether or not they know what they're talking about. And he was so well spoken and knew everything. So I'm like, this is a very legitimate client. Again, once you get the passport, it's usually, you know, that's a good starting point. We booked everything, but we had like two days to cancel it all because it was non refundable after that point. So I said, hey, if we don't receive your wire, we're going to cancel it. No biggie. Will redo the trip next year, whatever you want to do. He sent me a fake wire.
- [13:58]
A
A fake wire? Yeah. Again, going back to my banking days, I didn't know something existed. Well, how does that work?
- [14:05]
C
PDF, Altered wire confirmation, which is wire fraud documentation. Fake documentation. So we'll accept that sometimes. But what happens is we have our entire legal team go back and take a look because I have no idea what a fake wire is and what's not. So we'll call the bank, make sure that everything's on route. Especially if it's like Friday and we might have to wait till Monday. Yeah, so we'll just, you know, we did our due diligence and it was fully a fake wire. What gave it away to me the first time? My eyes even caught it because he spelled the business name wrong on the wire.
- [14:34]
A
I mean, if you're gonna be a swindler, you better be at least get.
- [14:38]
C
The spelling of your time. I know, seriously, so that was a little bit ridiculous. But yeah, that's been a common one. Actually is we've had quite a few people that try and do the non refundable booking, which I don't understand because if they did that, I would take the vacation. If I somehow got scammed into a $100,000 fraud, you bet your ass I will be going on your vacation and showing up and taking that vacation. They will not be getting it.
- [15:01]
A
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- [17:03]
C
I. You know, with a big deal, if somebody's booking a $500,000 vacation, the odds of that happening. Something would have to go so extremely wrong that I had to cover on my end. So. And we just. It doesn't happen, but I've seen people in the industry book, you know, a yacht, and then halfway through, something happened, and they were unhappy with the service, so then they felt obligated to give money back to the client. I mean, I could see that kind of situation happening. The only time it's happened for me has just been when I was starting. I had a few smaller deals that I took care of, and every time no good deed goes unpunished, I will end up, you know, giving somebody something at cost, and they take too long to book it, and then I end up, you know, out a couple hundred bucks or something, which does, like, friends and family. I lose money constantly.
- [17:44]
A
Yeah. But nothing, like, too material, but nothing crazy.
- [17:46]
C
Nothing that's gonna send me overboard.
- [17:48]
A
So then the biggest thing that would send you overboard is, like, a loss of time and energy. That's where the Sirhance and all them ask for proof of funds. And they were saying Mary Benet, who just came on the podcast last week, was talking about the biggest transaction she did was 35 million bucks. And she'll have people that will send fake proof of funds so they can go into some of these big Lux mansions for social media content. Do you do anything like that? Do you have to get proof of funds before you'll start the process?
- [18:12]
C
Yeah, we do proof of funds. Every Concierge plus member does proof of funds. But we also know because we're so. We're like, actually family with these people. Anybody that's spending that amount of money with us, and these people are spending millions and millions in travel on top of their retainers. We are in their house. We know their kids. We take their families out for lunches. Like, we're literally intertwined almost as their assistants. Sometimes it's really important. I just like being close with people on that level that I do business with. And I know my partner, Troy does as well. So, yeah, we're just in their stuff. So I'm gonna see what your house looks like. I'm gonna see what your cars look like, and I also will have access to your bank accounts because I have your credit card most of the time. I love it.
- [18:47]
A
I have a million questions. My brain is just moving 100 miles an hour in different directions. But I want to go back to what you first said, top tier travel. You have a concierge program, $60,000 to $100,000 a year. What does someone get for that?
- [19:00]
C
It depends. It looks different for everybody. That's why I tend to give the range. Some people, it can be a lot more. And some people are close to that $60,000 to $70,000 benchmark. But it just depends on how much they travel. If it's a exec that takes two family vacations a year might be on the lower side. Somebody like Jules and Brian might be on the higher side. You know, they're calling me every week. They need multiple jet charters a week. You know, just constant like exact travel. And personal travel tends to get on the higher end.
- [19:24]
A
Okay, cool. Let's go back to the foundation of what you do every single day. Like, what is an average day look like for you? How do you find like you're trying when you're prospecting? I'm sure you have a great client base now, but the clients that you are trying to acquire are some of the most high profile people in the world that everyone also is trying to like, get in front of them. How are you getting in front of them? What does your day to day look like? Talk to me about like the day to day job, how you get in.
- [19:51]
C
Front of those people. I. Anybody who's tried to work in hospitality or strive for success in the luxury market knows how difficult it is to get in front of these people. And you know, I've tried many different avenues. It is insane to me how much of a success the social media has been for that. I have daughters of billionaires, I have wives of billionaires, or even the billionaires themselves messaging me on Instagram. That's crazy. Like, I've had to Google some of these people and I'm like, you're who? Oh my gosh. Like princes from Saudi. We've got like anyone who's anybody has messaged me over the last six months.
- [20:24]
A
And a lot of those tell me if I'm wrong. But a lot of those people, especially those who are siblings of billionaires, you wouldn't know based on their Instagram, right? Like saying like they have like big following.
- [20:32]
C
No, actually, quite. Yeah. When it's that level of wealth, there's like, I would say we have a lot of chief of staff and Easy as well, that those are like my secret little people that come out and they follow the account, they love it. And usually they see the crazy requests and they go, oh, this girl can handle my boss. So then we become like a second arm to those people who are already booking their travel for their. Their bosses and stuff.
- [20:55]
A
Okay, so we talked a little bit about hiring. How about firing. When you're firing a luxury client, like, is that a thing? It's horrible because it seems so bad. It seems like part of your job. Like, you mentioned huge. The side lovers, the wives, the. Like, there seems like you're also a therapist.
- [21:10]
C
We have a very discreet business for many reasons.
- [21:12]
A
To sign, like, all these NDAs and stuff.
- [21:14]
C
Oh, my goodness. Like, crazy. I mean, I have to sign NDAs before I even talk to, like, the third assistant most times.
- [21:20]
A
Wow.
- [21:20]
C
Yeah. Which is brutal because I would love to share all the juicy gossip, but.
- [21:25]
A
There'S only so much you can.
- [21:26]
C
There's, like, nothing. Yeah, there's. There's really nothing. I have a couple clients that are okay with it, but, you know, those are, like, years and years and years of relationships, too. And now the top of the top. I. I'm, like, landlocked. We have to change names. We have to change stories a little bit. Like, it's crazy.
- [21:42]
A
Okay, well, let's go to the New York Times article. So it's literally titled, they are rich, they travel, and they love to complain. A Birkin bag overnighted to Capri. A pink. Well, how do you say Barabbas? Barabbas. I don't even know. Sports car for Gen Z birthday party. You're doing it all. How are you being able to speak to this stuff if you have so many NDAs signed? How's that work?
- [22:04]
C
Well, there's different types of contracts as well, so I can, of course, tell a story to you about any of the things in any of these articles without naming who it is, exactly where they're from, or how much money they spent on it.
- [22:17]
A
Okay. When you play. So I saw one that you just recently posted, and it was a billionaire's daughter talking about F1. It was the most obnoxious. Like, and I love that your caption was just. What are your thoughts? Is that reenacted or is that real?
- [22:32]
C
We have several that are reenacted. And as you know what's. What's funny, And I actually tell this story all the time because it's everybody's first question, of course, is like, are these even real stories? When we started this, it was full reenactments. We're like, these crazy stories that we have. Let's just start recording these and posting it. And it went nuts. And what Happened out of this was this beautiful thing where these epic clients started coming to us wanting to be a part of the videos.
- [22:55]
A
No way.
- [22:56]
C
So as this has progressed now we're getting into like more and more of them being real clients which are not necessarily like the top of the top, but they're young girls that want to be in like reality TV and young girls that just want to be a part of like the social media. They love it. And a lot of moms too. A lot of my female, like women clients, 30 to 50, I would say, like being involved.
- [23:16]
A
Unbelievable. All right, so there's so many moving pieces of the business. How what you can share, what you can't share, but you're sharing enough that it's creating viral attention internationally. Let's go back to the business model though. So when someone's booking the vacation through you, they're, they're telling you what exactly they want and then you're making those visions come to life and some. How are, how are you compensated? And on the back end, I assume you must have a massive team that's working on all these requests 24 7. Talk to me about the business model. How does it work? How are you guys compensated and how do you charge for it?
- [23:52]
C
Yeah, so it's actually, despite what everybody believes, they think that as accommodations experts, I would call us, we charge like an, an extra amount. So let's say you're staying at Win and Encore. It's $10,000 for the week for F1. And you think we're going to charge you 15 and then take care of everything? That's not how we work because we have relationships with five star hotels globally. We spend our entire lives traveling everywhere, shaking hands, taking people out for dinner to get the best rates at all of these hotels.
- [24:19]
A
Oh, wow.
- [24:19]
C
So yeah, that's like our bread and butter. So that's why a bulk part of our business is just providing access. So first off, like this weekend, the duplexes are sold out at Wynn and Encore. We can get you a duplex. You know, if you need a villa at Resorts World, like we're going to have one ready for our clients. So yeah, that's a big piece. It's like the access piece. And then of course we're able to get those great rates. So let's say we save 40%. We are able to charge up a bit and still save the client, you know, 15 on what they would have spent. So there's, there's value on both of those points kind of with the rest of our Clients that aren't under Concierge Plus.
- [24:51]
A
So to break it out, break it down 101. It's like a manufacturer, right? They're buying in bulk, they're putting the process together and therefore they're able to buy at a discount and then provide it to a wholesaler at a cheaper price than if you go to like a retailer. You guys are working with these, with these vendors. You're working with the biggest players. You're potentially buying in bulk. You have a relationship, you're doing a ton of business, therefore you can get at somewhat of a discount, still make a fee, Client's happy, you guys are making money, and you can get short term accommodations and quick turnaround time. I'm just curious. F1 Vegas duplex, obviously massive markups. What does something like that cost?
- [25:25]
C
Depends. I mean, sometimes duplex can be around $10,000 a night, and for other times it can be upwards of 35, 35,000 a night. But that's everywhere, right? I mean, look at any of these spots in St. Bart's over New Year's, right? Normally they'd be a couple thousand dollars a night. And then you go to Cheval Blanc and it's, I don't know, $50,000 for the weekend.
- [25:45]
A
So St. Bart's New Year's Eve could be 50,000 bucks?
- [25:48]
C
Oh, easily. Yeah. We have people that spend 200 to $300,000 for like new Year's just weekend.
- [25:52]
A
Okay, give me the craziest markup. So obviously events like a New Year's Eve in St. Barts are going to drive the prices up based on demand, right? Demand. People want to be there. But you mentioned one of the rooms there, 50,000 on New Year's Eve. That same room at the lowest point during the year would go for how much?
- [26:09]
C
Around 1200 12.
- [26:13]
A
So. So you're talking about a potential 50x markup.
- [26:16]
C
It can be crazy. But always. Not always. I mean, for that specific hotel, I'd have to look at actual numbers to give it to you. But ballpark, it can be more, it can be less. Like it's insane markup. Look at Art Basel for Miami. Oh my goodness. You're looking at any of the five stars. They're usually four to five hundred dollars a night on like the lower end. And then you can look at 6 to $7,000.
- [26:37]
A
Okay.
- [26:38]
C
Those same hotel rooms.
- [26:39]
A
So nuts. What I think is really cool about a trading secret here is someone could get a $50,000 experience. Of course, it won't be New Year's Eve in St. Barts but for a twelve hundred dollar price point. So for those that are listening to this, that want that luxury price point.
- [26:52]
C
But they don't at another time, go at another time.
- [26:56]
A
But then the question, you take the question right from me. Do you have a magic idea of like, hey, these are the months that you'll probably get the best bang for your buck?
- [27:03]
C
Oh, that's an unfortunate question because people, they're hot times at hot spots for a reason. St. Bart's on New Year's is spectacular. There's a reason people pay that much to go. You know, Mykonos is horrible in September, but it's half price. So are you willing to not lay on the beach in your bikini just to save a couple bucks? Most people, when they have that amount of money, it's fine. But if you're a penny pincher and you're trying to get some good sales and good deals done, then yeah, just look at when all the superstars are going and don't go at that time.
- [27:31]
A
There's a theme this holiday season. It's the idea of gifting health, not just stuffed. I would recommend using function as a gift for yourself or someone else because it's the only health platform that gives me data most people will never get to see and the insights to actually start doing something about it. Inside function, you get access to test over 160 plus lab results annually, from hormones to toxins to markers of heart health, inflammation and stress. Then for an additional fee, you can also access MRI and chest CT scans, all tracked in one secure place. Over time, it's truly a near 360 view to better see what's happening in your body. Again this holiday season, give something else gift health, not just stuff. And you can own your health for $365 a year. That's literally a dollar a day. Learn more and join by using my link. Just go to function health.com trading secrets or use gift code trading secrets for a $25 credit towards your membership. Again, that's function health.com trading secrets or Use gift card trading secrets 25 for a $25 credit towards your membership. Okay, so I'm going to get into the storytelling because I know you have so many. Before I do, I want to stay on the questions for the the masses. The word you used a lot here is five star accommodations. There are a lot of five star resorts out there. Can you give me some that are consistently like best in class and maybe some like, hey, maybe maybe think about a different option?
- [28:59]
C
Yeah, I, I mean I'll definitely have a couple that are best in class. I depends on where in the world you're traveling to. Globally. W Hotels has been pretty consistent, I would say. I like their product in Europe. I like their product in North America. One hotel.
- [29:13]
A
One hotel as well. I'm a big one hotel guy.
- [29:16]
C
Big one hotel guy.
- [29:17]
B
Yeah.
- [29:17]
A
It's just the service is great. The consistency is great. The beds are amazing. The sheets are great. Like, they. They just do a good quality.
- [29:23]
C
They do a good job. It's consistent. I would say, like, those two are massive. I'm a huge. Not boutique, but I like individualized resorts too, though. If you go to Miami beach, like Satai, Faena, those types of spots, they're not conglomerates by any mean, but like the level of service you get at those five stars, like, those are almost considered six stars. They're so expensive. They're so elegant. You're just like in a world of its own. Those places are crazy.
- [29:48]
A
Okay, so we've heard F1, we've heard Miami, we've heard Saint Barts. Talk to me about this right now, in this time today, the ultra high net worth. Where are the top five locations again? Ballpark. And that they're trying to go to right now? Like, where are the.
- [30:02]
C
This time of year?
- [30:03]
A
Yeah.
- [30:03]
C
Oh, my gosh. Well, it's going to be a lot of, like, Colorado, Vail, Aspen, a lot of ski trip stuff going on right now. Sweden is huge this time of year. I'm always trying to push people to go to Canada. I know it's because I'm Canadian, but bang, for your buck when you're American right now, given the dollar, you want to go skiing anywhere spectacular. Go to Whistler.
- [30:23]
A
Whistler's. Unbelievable.
- [30:24]
C
Go to Whistler's.
- [30:25]
A
Maybe my favorite place in the planet.
- [30:26]
C
I know. Okay, so you understand.
- [30:28]
A
Yes. Because it doesn't feel like you're. I mean, now that I love Canada, but it feels like you're in Europe.
- [30:32]
C
It feels like you're in Europe.
- [30:33]
A
It's like the best place in the world.
- [30:34]
C
The people are lovely. I promise you, we're very nice. And it's just a. It's a beautiful spot. Blows people away when they go there. And hel. Oh, 40% off everything. Our dollar is in the tanker. That's a good move. So bad. And even if you look at. Sorry. Aloe for calling you guys out here, but you can go and buy like, aloe clothes for the same price in Canada. They're not changing it to keep up with the dollar shifting. So Aritzia Aloe. Like any girls that like to shop, go skiing in Whistler. It's beautiful. Or just get drunk and go shopping.
- [31:07]
A
I love it. Yeah.
- [31:08]
C
So I'm trying to push a lot of people there.
- [31:10]
A
Push the Whistler. All right. When you look at your resume and your history of all the vacations that you've ever booked, what is the most expensive vacation to date?
- [31:18]
C
Oh, goodness. I would say there's been some crazy ones this year. Corporate stuff. I love corporate clients. They're hilarious. Cause they always say their budget is X and it's like 3x of whatever they're gonna give me every time. And some angry corporate lady is always coming after me when it's time to pay the bill. We've done some incredible stuff. Yeah. In like weird places too. Because corporate goes like off the strip in Vegas. Right. But they'll spend a million dollars to have Shakira come in. And we facilitate all of those things for those specific clients when they need a giant event done. It can be, yeah, 2 to 2 to $3 million sometimes on the higher end. So we love doing stuff like that. Those get expensive, but fun wise, I mean we had a. Most of them I find are in gambling cities.
- [32:00]
A
Okay.
- [32:01]
C
That's where like the really, really expensive stuff is done. Obviously. We've done a ton of charters that are like 800,000 to 1.33 million. And those are just like European charters. So you've got like a five bedroom boat. You go with your family. Those are kind of where we like to sit during the summertime and is a big price tag, obviously, but like an individual single night spend. I've gone and seen. We actually were in Vegas while this client was there. He spent $500,000 just in like rooms and gambling and like event stuff, like just performers. He had girls come in with hula hoops and start like flame throwing in the suite. Like he wanted the most random things done last minute. It was hilarious.
- [32:36]
A
This is some Wolf of Wall street shit. A little bit like that's crazy.
- [32:39]
C
What we do is crazier than Wolf of Wall Street.
- [32:42]
A
Okay, then this, this goes to the next question. What is of all. We saw the lime example and that's what had you guys go viral. And now you guys are absolutely all over the Internet. Other than the lime example. Give me the most outrageous request that you've ever got.
- [32:56]
C
Oh, I get upset with food stuff some clearly. I mean the limes. Everything else. I think for me having. I was asked to get a different lobster one time.
- [33:06]
A
That was like, what do you mean? Like a live lobster?
- [33:09]
C
Different lobster from a different ocean were, quote, unquote, what I was asked to do. Some clients are just particular about food. And I mean, Samantha, who called about the limes just as an example, her request was actually super valid. I say this all the time. Like, my job is not to judge, it's to execute. So, you know, if somebody feels like a lobster that they're being served on their private island is not, like, just not a quality lobster, and they want me to go in the pond next door and get them another lobster, like, we'll send a fishing boat out to go get another lobster. It's just.
- [33:38]
A
You'll send a fish? How much does it cost to do that?
- [33:41]
C
A lot. It's. I mean, like, imagine flying your food private everywhere you go, right? So for me to get a fisherman on a boat and go catch something, you know, could be $10,000 for a.
- [33:49]
A
Meal, and then you're. That's insane. Okay. And then. But I also think about the business aspect, like, how much work goes into that. The, the. The work you have to do to be able to find the fishermen, make sure it's shipped properly, like, all of that.
- [34:02]
C
A lot of moving parts, so many moving parts.
- [34:05]
A
And then I assume they all have a chef, then you have to hire to make this right.
- [34:09]
C
Sometimes I like when people do villas. Like, I'm a big fan because I feel like there's a lot of moving parts, but I'm in control of everything. So that's why, when I know there's a ton of five stars in the world, but there's only so many five stars that I know have wicked concierge teams. So if I have people, if I don't have people on ground that I know and trust, it can be a little bit difficult to get some of these things done. So especially at a hotel villas, I have every, like, on site concierge ready to go. We have butlers that we know and have worked with before. We have chefs that are coming in to cook every meal based off of, you know, lists and lists of allergens and dietary restrictions that the guest has provided us with. So we're kind of set up for success sometimes really well in villas, especially with very particular clients.
- [34:47]
A
It's fascinating to also hear about, like, the Shakir million dollar price tag. We've had people talk a lot about. We've even had their own performers come on and talk about that. It feels like a lot of these performers could actually make more doing private concerts than they can touring.
- [34:59]
C
I'm shocked.
- [35:00]
A
Right?
- [35:00]
C
Everybody doesn't do that. Yeah, I've heard that there's not actually that much money in touring. For some artists it can be a lot of work and not as much.
- [35:07]
A
Because there's so many. So much taken off the top.
- [35:09]
C
So much. Yeah.
- [35:09]
A
Okay, so we are in a point, especially in 2025, you know, you look at Bitcoin and it's. It was at 126k at the high point. The markets were at all time highs. It's coming back a little bit. How does the economy affect luxury travel?
- [35:21]
C
I wouldn't say that it does. I mean, it's really fun when the crypto market moves because we accept crypto as payment. So we have a couple groups of boys that we know, like they go silent for six weeks. We know exactly why they're quiet. And then they'll show up one morning and be like, we're taking the boys private G5 to, you know, wherever they want. St. Thomas, like, all right, yeah, sure. And then they'll disappear again. But we can see their, like the correlation between them talking to me and the crypto market is directly related.
- [35:50]
A
So.
- [35:50]
C
Yeah.
- [35:51]
A
In the price points there, like when you're looking at private, private jets and you're booking a G5, is there ever an economic connection to like a private jet or is it almost always luxury, simplicity and ease? Yeah.
- [36:04]
C
I mean, some people try and play the luxury like jet market. I notice I'll have some people reach out and people never know what they're called. Everybody's like, can I get an open leg? Can I get an empty leg? It's called empty leg and it's a.
- [36:15]
A
What's an empty leg?
- [36:16]
C
A plane that takes off. So let's say I am flying to Orlando from Miami and I take the plane one way, but I don't take it back. So if it's not my plane, it's going to sit dormant until somebody flies it back. But they want to get it back to the owner's executive airport. So if you own the plane and I take it over to Orlando, they might give it away to somebody for, you know, let's say that's like a $5,000 flight. They might give it away for like $1,500. So sometimes you can get a $50,000 flight for, you know, 70%. The thing is, you don't know that those flights are available usually until that day. They're very last minute. It's not necessarily the flight you want with the pilots you want and the People you want. So, like, sometimes you're saving money, but they're not. The people advertise them online all the time. Such false advertising. It's not an ideal setup for anybody with money. It's great to save, like a little bit, but you're better off booking with, like, trusted brokers like myself that work with people that will just get you the best prices.
- [37:10]
A
What's the difference between a trusted broker versus someone who's just doing it on the side and how is it, like, what are the differentiating factors if someone's thinking about travel like this?
- [37:19]
C
A couple of things. I think this is huge to talk about. I get very upset.
- [37:24]
A
That was like a big. That was like. Because I imagine there's also. We're talking about fraudsters that are working with you. I have to imagine there's some fraudsters on the other side everywhere that are trying to book these massive, luxe clients getting bigger, big dollars, and then these people are getting screwed.
- [37:36]
C
Yeah. So, I mean, I get upset. I always tell my clients this. If, especially in the jet industry, if you at any point in want to price check me and go to another broker, go ahead, go ahead. You're never going to get a better price. I have zero additional. Like, we are very transparent. You will see what we're being, sorry, what we're being charged, what we're making all those things. And when you go to other brokers, what happens is there's so many middlemen. It's kind of like the nightlife industry. Sometimes there's just people try and jump in. And we've had so many clients come to us because they're getting charged $80,000 for a third $30,000 flight. And I might like, we might make $3,000 on a $30,000 flight. And they're charging, you know, tens of thousands on top. But it's because there's all these people that don't know what they're doing, getting involved. It's like MLM somehow. Yeah, private jets. It's super skeezy. I hate it. It just does not have the client first. And it's just greedy people that are like, oh, I can get involved in all this rich people thing. And now they're all cannibalizing each other. And there's a million people trying to sell private jets, and it's just like wrecking the whole industry. And it's dangerous for the client. Like, you could book an $80,000 jet, it could not be there the next day. Because these guys know nothing about their. What they're talking about.
- [38:44]
A
That is unbelievable.
- [38:45]
C
They don't know the owners. They couldn't even tell you the tail number within 24 hours of flying. Like, it's ridiculous.
- [38:49]
A
There are so many industries that are overpriced or that just have big markups and all the different nuances of requests you get. Where are the biggest markups? Like, where do you think if you were consulting all your clients, being like, you're just overpaying for this, where do you see people overpaying the most?
- [39:05]
C
I think that comes down to what they feel like is of most value to them because everything has markups in the travel industry, especially in the luxury market for sure. But because they need so many extra things, you know, like there's going to be retainers on travel agents when you're getting lobsters from different oceans. Whereas, like an Expedia travel agent is not going to have those types of fees. But I think if somebody, I have lots of clients that fly 17 like E and they're happy with it and I'm like, that's great. I think it's ridiculous. You should at least be flying first class when you're going overseas or something. And they're like, no, just not important to them. They don't care to spend the money. And other clients would vomit if they had to get on a commercial airline. So it depends. There's. Yeah, there's like hotel rooms too. Some people think, oh, I only sleep in the hotel room, so all that matters is a nice bed. And other clients are like, I need six bedrooms in a suite with two butlers. So you know, both have massive markups in them. If you're going to go to the extreme of the luxury in either but just depends on what's important to you.
- [40:03]
A
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- [41:44]
C
Yeah, anybody that's a big player will say like ultra high net worth individual, just a drop in the bucket for them. I did see when I started working when I had some clients that weren't again now I've become so selective with who I'm working with. But when I came in, a lot of like post purchase anxiety. I would notice like a client was so super happy about something and then they pay the $100,000 tab and they start to find excuses and reasonings to get a refund. But that's also like those types of people are everywhere, right. Somebody that stays at a three star Hilton might also look for things to pick at so that they get a 50 refund before they check out. I think that's just like personal type stuff. But yeah, I would say I definitely don't notice it now as much. If anything, people are upgrading now. When they go out, they spend all this money and they're like, oh, why didn't you get the boat that was four times the size? And I'm like, oh God, we got to get this done immediately.
- [42:33]
A
Yeah, interesting. I love exploring this industry because I feel like we just don't hear enough about it out there on social.
- [42:38]
C
Well, it's the one of one of 1%.
- [42:40]
A
Right? I mean that's what I was going to say. There's only four, what, 4,000 or so billionaires in the entire world and we.
- [42:45]
C
Work with quite a few of them.
- [42:46]
A
And you're working with quite a few of them. My question that alluded to like even, okay, we talked about real estate and if you're buying a $35 million home, $50 million home, you're in the top 1%. But we still see all These massive luxury real estate agencies out there. What does your competition look like?
- [43:02]
C
I like to say we don't have any competition, but that's a personal statement. I'm sure lots of people consider us competition. There's a couple. I honestly don't think that anybody does what we do. At least not in North America. Everybody. I usually been with another company and they just haven't had a great time. They felt like they were neglected. They felt like they were pushed down to like third or fourth level employees that were new and like it was whoever was the wealthiest that recently had come into the company got all the attention. And we treat all of our concierge plus members as family and equally so, you know, that's something that we really strive to continue to do and I think that's what makes us so different. And we also just have way more access than a lot of these places.
- [43:40]
A
It makes sense.
- [43:41]
C
Yeah.
- [43:41]
A
One thing I'm curious about is I saw just a couple posts ago, you were flying private, doing a video, right. And I'm wondering when you're working in this space and you're, you're pitching all these unbelievable luxury add ons and private jets and these things that are just off the charts. Like, do you feel as though you also have to keep that brand up yourself to be able to attract these type of clients? Like, do you feel like you have to be staying in these places, you have to be wearing certain clothes, certain jewelry, certain. Flying private.
- [44:10]
C
Not. I would say, not really.
- [44:11]
A
Yeah.
- [44:12]
C
I mean, most, most of the time, if not all of the time, you guys see me in a private plane or dripped out, it's either a sponsorship or my clients have flown me, you know, so sometimes they'll put us up because of the Instagram. Now we're usually places like this would host us just given our repertoire of, you know, clients. But now add on the Instagram to it and we're pretty much fine to stay wherever we want for free a lot of the time, which is really cool. And they treat us amazing, which is also great. But yeah, I don't, I don't feel that way. I would say that my clients do expect me to be professional. Like I'm constantly in a suit when I'm going out or dressed well and just try and, you know, stand tall and act correct around those people. But yeah, I don't feel like I have to necessarily be in a black car every time I go somewhere just because I have to, you know, look a certain way for them.
- [44:57]
A
Yeah, got it. All right. January 1, 2026 is around the corner. Obviously this past year was a big year for you. When you look into 2026, going into what you're doing every day, do you have a goal for how much as opposed to like what all these other people are making and doing how much you want to make this year? Looking into 2026, like it's a fresh year. Do you like, I mean everything. Everyone starts the new year with like goals, dreams, aspirations. Like what are some of your professional and financial goals? Like how much you want to make and things you want to like, do you want to be like, I want to book a $10 million vacation, I want to earn 5 million this year. Like, what's your, what are your goals for 2026 when it comes to your earnings?
- [45:29]
C
Yeah, I would, I'd like to become a millionaire this year. I think we're hopefully on track to do that. So I'm very, very excited to be in that position. I feel so blessed. It's been crazy, very unexpected. So I'm hoping for that. I'm hoping that the business continues on this track. I mean, we've doubled the business over the last like six months. It's been insane and the business was already doing quite well before this. And I think we just want to keep seeing where the growth is going to take us. And social media has been insane. I have full blown fans now. I get to meet people in the airport that come up to me. I get to meet famous people that are like huge fans of all these things. We met David Blaine, who I'm a massive fan of a couple weeks ago or months ago for my birthday and he came right up to me. He's like, I'm such a big fan of the. I was almost crying. It was the coolest thing. So just continuing on like a 360 level to keep kicking ass and continuing on this trajectory is my only hope.
- [46:17]
A
And goal with social media. Like I've heard a lot of people, like even, even famous people about the West Village in New York City. That was the place to live. Now there's so many influencers there. They're like, I actually don't want to live there because I'm just going to get a picture all the time. Have you seen the influencer culture and social media start to change the direction of this business and where people want to go? Or how is social media impacting the travel market?
- [46:39]
C
It's very interesting because we. I don't really consider myself like a travel influencer, but I guess I super am a Travel influencer, if that makes sense.
- [46:47]
A
Travel create like, you know, that's not your day to day job. You create content regarding the travel industry. So it's travel creative to some extent.
- [46:54]
C
For me, it's just like I'm focused on building the business. Like I have my blinders on all the time. My content is just like, what's going to drive roi? I'm looking at this as a business constantly and viewing myself as an entrepreneur. I'm not thinking about what's going to necessarily go viral because what goes viral doesn't necessarily mean it's going to bring in the most amount of money. So for me it's just trying to really understand the analytics of everything and compare it across what the financials are of the business and what the views and interactions are on the social media. So for me it's just like we're just trying to make the most money and be the best we can possibly be and execute what we're selling on social media. So I feel like I again have my blinders up. I'm not really too equipped to answer that question because I don't feel it at all in my daily life. The only time again that I do feel it is when we are out in public and I'm starting to get recognized and stuff. Then I'm like, oh, damn, what's going on?
- [47:43]
A
What's going on?
- [47:44]
C
I don't remember doing this.
- [47:45]
A
Other than the lime you mentioned virality, other than the lime example, can you think of another video that just like completely popped that you were blown away by? Like you couldn't believe that putting this request out there, this video out there popped.
- [47:56]
C
I think all of the. Brian, Brian and Jules are like my most loved clients. They that's like, I think where everybody sees the family therapist. I do that for so many families across the board. I am such a mediator and I'm so okay with that. If you have a problem with your kid or your husband or whatever, a lot of these people sometimes just need to chat and that's honestly everybody. A lot of people in this world just need to have a conversation sometimes and like chill out. And if I can kind of be the wall in between that impact between you and your husband, it means you guys don't get in a fight. And all I had to do was book you a room at the Four Seasons in New York for the weekend, then I will do that. I'm very fine having those conversations, but I think Brian and Jules are one that people that live like really open their eyes to the kinds of things that, not just me as a travel agent, But I think EAs deal with a lot of this stuff. A lot of personal assistants deal with this stuff. Anybody that's so ingrained in the lives of really, really wealthy people deal with this stuff. And there's, there's great people that do it, and there's not so great people that do it. But I think all of us that work in this industry have seen some crazy stuff and have to be a part time therapist.
- [48:58]
A
As you're saying this, I'm going to the old adage, Jay Z, more money, more problems. And I think about like my life. Like there's been, we do a lot of financial transparency, you know, but maybe my first year out of college I made 45 grand and there's been years I've made millions. And I look at my happiness levels and I would say like, the simplicity and ease and happiness in my life usually is actually connected to the years that I made less. Weirdly enough. Do you find you're dealing with like the wealthiest of the wealthy? Do you agree with that adage, more money born problems?
- [49:27]
C
I completely disagree.
- [49:28]
A
Okay, let's hear it.
- [49:29]
C
Yeah, I, I mean, two of our wealthiest clients are my favorite human beings.
- [49:33]
A
Interesting.
- [49:34]
C
On planet Earth. They are gracious. They are so thankful. I mean, we had one client that invited us out for an event and like, he had this beautiful house and he literally offered to let me and Troy sleep on the king bed and was like, I'll sleep on the floor. Like, don't worry, take it. He's, he's just like him. And we've got a couple of them that are, they're so wealthy and they just, all they care about is like us being happy, which is hilarious because we work for them.
- [49:58]
A
Sure.
- [49:58]
C
And like that makes me realize that, yeah, not everybody that's super rich hates their lives or has problems with their wife. There's lots of them. But there's also tons of middle class people that hate their wives and children. So you really. I don't think that it's directly correlated, but they also do say that the happiest people make what, like $70,000 a year?
- [50:16]
A
I think that numbers up a little bit around that.
- [50:18]
C
I mean, I hope you can.
- [50:19]
A
Yeah.
- [50:20]
C
Given all the prices of everything. I mean, you can't even get a McDonald's meal for less than like $30 nowadays.
- [50:26]
A
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- [51:45]
C
I think that money can bring you happiness. I wouldn't say that. The more money you make, the happier you are, I think. And anybody who's started to make more money in life, you know, especially with all the social media stuff, there's always gonna be a bigger boat, there's always gonna be a bigger house and you're constantly not doing enough. But people that take the time to pause and say like, oh damn, I did that, I did that. Even if you're making 20,000 and now you're making $25,000 a year, like epic. That's amazing. And those people that have a lot of like, I call that emotional intelligence and like the ability to reflect, I think those people are a lot happier. You know, that could be in conjunction with making a whole lot of money.
- [52:20]
A
So for sure, I think there's always that adage of like what is enough? And there's like Harvard Business case studies out there that say that people, whatever achievers will always say what is enough is always 2x what they actually need. Which I find interesting. You get a Master class with, like, all these people who are the biggest earners in the world? What are some of the biggest trading secrets you've learned from their occupation, their personality types? Like, just knowing that you're dealing with some of the most successful people. Like, what are things you've learned from what they do that you apply?
- [52:46]
C
I would say. I mean, network is everything.
- [52:50]
A
Okay?
- [52:51]
C
Everything you see. And I never really understood. I remember my mom always used to say when we were younger that, you know, the rich just keep getting richer. And she didn't understand. My parents put so much energy into getting new, like, rental properties and saving up everything so they could invest in their TFSAs and, you know, start to make money moves. And it was later on in life. So my parents always really tried to instill in me to, like, meet the right people. Because she kept saying, the rich only get richer. And, oh, my goodness, was she correct? You know, I think there's opportunity for any hustlers out there. I never want to make people feel like it's not possible to go get it. Cause trust me, it is. But wealthy people connect each other, and when you're friendly and you're in those circles, people want you to be a part of their businesses. They want you to start new brands. Brands. You know, there's just so many opportunities, even for, like, sweat equity, for really, really smart people that might not necessarily have a million dollars to invest right now or just blew it on, you know, some sports car they wanted to buy, and then their friends will still let them get involved in that sense. So, like, network is literally everything.
- [53:49]
A
The power of network.
- [53:50]
C
Yeah, it's everything.
- [53:51]
A
It's a lot of those simple lessons that even the wealthiest in the world, like, drives their success.
- [53:55]
C
Right?
- [53:56]
A
It's crazy. And the one video, I'm referencing it again, you. You're talking to the billionaire, and I think you said, got confirmation. Your budget went up. And then she just started ripping. She's like, all right, I want this. I want this, I want this. How do you know? We talk a lot about budgeting, investing, all that stuff here. What's the most extreme budget you've seen for someone that's just, like, a child or on the payroll? And how do you think they come up with that? Like, how do you know when it's too much or when it's the right move? Based on your visibility into the. Into the families and these people, man.
- [54:24]
C
I mean, most of these kids have budgets, like, monthly, so.
- [54:27]
A
Which are, like, how much.
- [54:28]
C
I've seen. I've seen so Many different things I've seen. Five to a hundred thousand dollars monthly. Yes. If not more, if not more. I'm not. Yeah, those are like the ones that I know of some. But also some of those are flat rates and then they'll actually have, you know, an A max on top of that. Right. Or a black card. Or like you really, you really don't, you don't know? I think if they look at it, I would be surprised if they don't have spending meetings, things throughout the year. Because I mean, if my kid was spending, I mean, if I was a billionaire, maybe you just don't notice sometimes. My kid's blowing $500,000. I'd be checking in.
- [55:00]
A
I'd be checking in.
- [55:01]
C
Are we spending this?
- [55:02]
A
Where's this going exactly? I love it. I love it. So, so interesting to learn about this industry. But I'd be remiss if I didn't ask you a little bit about just in general travel hacks. Like if anyone, it doesn't matter what your wealth is. If you are planning a vacation, you're getting ready to travel. What are some things that you've learned being in the industry as long as you have?
- [55:20]
C
I mean, everybody wants that secret. Like what day do you book your flights? All those things. I would say it is. Travel is increasing every single day. The industry is growing and growing and growing. Plan early and book as soon as humanly possible. If you know, you might want to go on vacation in like New Year's Eve 2029. Book your vacation. Book a non refundable and just book the vacation. It's like insane that people are still waiting for these last minute flight deals. They don't come up anymore.
- [55:48]
A
Interesting.
- [55:49]
C
Yeah, it's really, really important to just get ahead of your vacation and plan as early as possible. Like that is. It's such a simple thing, but like I consider that such a hack. Like, do it early. Yeah, do it early.
- [55:58]
A
I like it. Okay, this question's not for your clients, it's for you. It's a little rapid fire.
- [56:02]
C
Ready?
- [56:02]
A
United States, best city to travel to.
- [56:04]
C
New Orleans.
- [56:06]
A
Wow, that was curveball. Didn't see that coming. Stop the rap.
- [56:11]
C
Everybody's like offended.
- [56:12]
A
I was like, that might be last. No, I like New Orleans. But like I. That would not be in my top 10.
- [56:16]
C
I know. I don't know what it was. The culture, the people, the food. I was just like, I want to go back every weekend just to have date night and eat, just eat for like two days straight.
- [56:25]
A
Okay.
- [56:25]
C
I'm a Huge foodie. All just culture. Everybody's singing and dancing and. I don't know. I loved it. I thought it was so unique.
- [56:31]
A
All right. Best restaurant you've been to in the States?
- [56:33]
C
Oh, my gosh. That's a horrible question. I love Coat. Coat's my favorite restaurant. I.
- [56:38]
A
That place is blowing up.
- [56:39]
C
They just opened in Vegas. Just had it the other night. It's amazing.
- [56:42]
A
I just saw. I think Brad Pitt was just in the New York City location, so. So that checks. All right. You're flying commercial. What airline you going with?
- [56:49]
C
Oh, God, they all suck. Just because I collect so many points. If you're a big points collector, I would go American Airlines.
- [56:55]
A
Okay. Do you have a credit card that you would encourage travelers to look into or that you look into? Because it's. It's a travel perk.
- [57:01]
C
I mean, I like Amex. I think that they have great points. Yeah. I mean, platinum Amex for, like, your average traveler is a pretty good one.
- [57:08]
A
All the events you've been to and book, which has been Your favorite event?
- [57:11]
C
F1 Vegas.
- [57:12]
A
Wait, like, not even a lot. Not even a close.
- [57:15]
C
When you do it right. F1 Vegas is so good.
- [57:18]
A
Okay, give me two and three.
- [57:19]
C
Super Bowl.
- [57:20]
A
Yep.
- [57:21]
C
Thousand percent. I'm a hockey girl. So, like, Stanley cup has been epic. But I'm trying to think of what else is really, really fun. Miami Open was really, really fun. But those are kind of like my main. My main ones. Yeah. Any really good sporting event is always going to bring me right over.
- [57:37]
A
It's gonna pop. All right. When you look at your career and like, your grammy. Your grammy, that's on the shelf. If it's. Let's just assume it's not there yet. Let's picture it. What's it gonna look like in the travel space? Like, paint the picture of what your grammy looks like. You're like, that's my grammy.
- [57:52]
C
I. I honestly, and I think we're on track to this. I would just like to be. Oh, it's. It's like, that's the celebrity travel agent. Totally. Every wealthy person, every well known person. Only those with money, please, anybody. That's just like, you know, taking names in the space of whatever they're in books with Liv. Like, there's no discussion about it. It's like, that's. That's the girl that you book with. When you've made it, you've painted the.
- [58:16]
A
Picture for, I think, what could be a trailer today of a TV show. Has there been talks about a TV show?
- [58:20]
C
There's been some Chats has it? There's been some chats.
- [58:23]
A
Okay.
- [58:23]
C
I'm not at liberty to say, but, yeah, we're definitely working on some very cool projects for 2026.
- [58:29]
A
All right, well, if that does happen, I think we're gonna have to have your whole team out to talk about it. That sounds like a hell of a talk.
- [58:34]
C
We'll bring him back.
- [58:36]
A
Of a show on your social media. Are you monetizing at this point?
- [58:39]
C
A little bit. So I'm Canadian, as I mentioned, so I actually wasn't able to do any of the creator stuff until about a week and a half ago.
- [58:46]
A
Okay.
- [58:47]
C
Yeah. So we just got to change to the States, which is great. So we'll start doing that, and then otherwise, I'm doing a couple brand deals here and there, but I'm trying to just stay so focused in the travel lane that it's like if something great comes across that really kind of aligns with us, I don't have a problem pairing up. But it can be tough because we're trying to manage influencer and business at the same time. So you got to make sure it's the right, you know, products and businesses getting involved.
- [59:08]
A
I like it. A lot of action. We've talked a lot about top tier. Anything else we should know about top tier travel before we wrap?
- [59:13]
C
I think we got through a lot of the good stuff, but if you guys have any epic vacations coming up, feel free to reach out and we'll see if we can help you.
- [59:20]
A
You know where to go. All right, you gotta wrap with the trading secret. So it's something that's specific to your experience, things you've seen. It could be financial advice, trademark. It could be traveling advice, whatever. But it's got to be specific to you. You can't learn it from a TikTok tutorial or professor. Only yourself. So what trading secret can you leave us with?
- [59:36]
C
I will end with this, I think, for any young women. And I will say this because I am a young woman that has tried and tried and tried again and fallen on my face about 400 times. I think it's so important that you just get your butt out there and you just keep trying, because you might have to try 40 times before you find success. But if you only try once and you just fail, you're never gonna get there. So put yourself out there and just give it a go. And remember that just because you're a young woman doesn't mean that you have anything but magic to share with the world.
- [60:03]
A
I like that. That's a beautiful trading secret. I think one of the trading secrets I learned is like as soon in life as you think you've hit your capacity or you're dreaming of something bigger, there's always something bigger. I mean, anyone that's listening to this, just remember when you're dreaming and you're like, yes, this is where I want to go, there is someone that is hiring someone else to hire someone else to get a lobster from a certain ocean for their ten thousand dollar dinner. And as exciting as it sounds, and sometimes maybe as nausea that might sound to some people, some people are doing it. And when you dream big, those things become reality. So you know what? Go get your lobster out of whatever ocean.
- [60:40]
C
Go get your lobster.
- [60:41]
A
I love it. All right, where can everyone find everything you have going on? Your socials? The agency? Talk to me.
- [60:47]
C
Yeah. If you guys are going online, we are top tier travel and then personal instagrams that we run the business through as well as just travel with Livy and it's L, I, V, I, I.
- [60:56]
A
All right, go follow travel with Livy. And then when you guys get that show, I. You didn't confirm anything here, but I'm saying when you get that show, you got to come back on Trading Secrets. Thank you so much for being here. I appreciate it.
- [61:07]
C
Thanks for having me.
- [61:08]
A
Ding, ding, ding. We are closing in the bell to the Travel with Livy episode one. Like no other. Different. Different vibes, different energy. Energy. Covering topics we've never covered before. And when we do things like that. I'm always dying to know what the curious Canadian thinks. David, what are we thinking? Talk to me.
- [61:28]
B
Listen. This was high entertainment value. I think you said it best. An area and a topic we've never really dived into before. But I got. I got something that maybe will surprise you a little bit. But once I say it, maybe not.
- [61:40]
A
Okay.
- [61:41]
B
I wasn't as blown away at some of the things that she was saying. I. I actually resonated and this related to me more than you would think. Not because I travel this way, but for six years when I worked for a multi billionaire, these things were speaking to my soul. Things that I witnessed, things that I experienced. I. This is true. If you do. If you think what that what she's saying is for clicks or she's blowing smoke up your ass. Pardon my French. She's Canadian, so she gets that it's true out there. And this episode hit home for me and kind of gave me flashbacks to those six years of my life. I found it wildly entertaining as you said that.
- [62:19]
A
I was like, oh, I know why he's gonna say that. Six years working for a billionaire, you've seen it all. I'm sure at times you probably maybe were even triggered by this episode. You're like, oh my God, I feel like I'm living that life again. How about this? What's one thing that maybe she didn't explain that maybe you did see in like the lifestyle of someone that's a multi billionaire that you would have asked her about or brought to the table in this episode if you're interviewing her.
- [62:47]
B
Yeah, it's a good question. Maybe just one thing I disagreed with was maybe how adamant she was on, like you said, more money, more problems. She was like, no, absolutely not. Like sometimes when you get used to being able to have access to everything at the speed when you don't, because the world just doesn't cater to everybody exactly how they want. No matter how much money when you have it is so much, it throws you off so much than, than someone who isn't accustomed to those accesses. And it becomes more, I would say, stressful and raging things of that nature. Like when people get accustomed to paying, as she said, a 60,000 to a hundred thousand a year retainer. Like when I used to work for my boss, he always, people said, oh, you probably take net jets. And I was like, no, no nets jets. You need to give 24 hour notice for a plane. That's, that's, he, that's too much time. Like that's how fast. Like he had someone on his payroll and her job was his plane lady. Like to get the plane that he needed for the trip and he needed it on an hour's notice, on a half hour's notice. So that was maybe one of the things that I would say. But a lot of the things that she said were true. Like these people are typically extremely generous in, in how they operate as well. But yeah, man, I mean this is, this is real out there. And I know one quote that she loved to say that resonated with me was my job is not to judge, it's to execute. So that was, that was that hit home for me. Now what about you? Is there anything that, that, that you could relate to or was it all kind of mind blowing?
- [64:19]
A
I just completely disagree with like everything in this episode I was like fascinated by and agreed with. The one line that I was like, I absolutely disagree with is the more money you have, without a doubt, the more complications therefore come about as to how to handle it, the more money you have. I think the more enemies are created, the more money you have, the more stressors and expectations from others are created. I think to your point, the more money you have, the higher your expectations of others become. Because those that work for you and that surround your professional life exceed all expectations all the time. So when your expectations are met, there create other issues. Right? So what, I'm not talking about my life, I'm talking about the lives of these people. I just, I find that hard to believe that the more money, more problems isn't the reality. That's not to say you're getting disconnected with the fact that these people that have excess money have, have such limited excess, expect limitations. That's not what I'm saying. I think that's what I'm trying to say is like when you do earn more and therefore you have more, typically if you're not managing life properly, there's going to be more inherent issues that come with it. Like period, end of story. That's just how I feel.
- [65:37]
B
I couldn't agree more. And there's something to said about being able to have. Since we're on the topic of luxury travel, being able to travel all the times also takes you away from so many things as well. Like as, you know, like being able to be somewhere 300 days of 365 days a year on a luxury level takes you away from, you know, our foundation of being home and spending that time on the couch and just, you know, looking over people and spending, you know, long term holidays together, not just jet setting all over the place. So I think I agree with you there on that front and not to take away from, from kind of like the highlights of this episode, but I think, you know, we're just a couple hometown boys chopping it up. That's been luck. That's been lucky enough though to experience some of these things, to know that it's not as far fetched and maybe have a little bit of, you know, relatability in our own experience to even have an opinion on it. I guess I would say.
- [66:32]
A
Yeah, and it's always interesting to just hear the, I mean just to, to live for even an hour in a world that you're so, you know, unfamiliar with at that level. It's just like it's jaw dropping. It's like, come on, someone's really going to do that. That's the lobster thing, the lobster from the motion, like get the fuck out of here. But well, the reality is it's real because if it wasn't real, she Wouldn't have a job.
- [66:57]
B
Did you just see that Kanye west flew his favorite curry place from the United Kingdom over United States.
- [67:04]
A
Stop.
- [67:04]
B
I didn't cost of 3, $900. So it's real believable. Yeah, it's.
- [67:09]
A
What do you think if, like, if you were a billionaire, what's one, like, ridiculous demand you would make? What's one ridiculous thing you would test travel with?
- [67:22]
B
I would probably. I. I would probably. You know, whenever I think of, like, traveling for fun, it's always surrounded around. Like, I want to get on a jet and play this golf course at this time, and I need an opening, and I need it now. Like, no excuses. Like, I'm paying you 100k. I want to travel to Ireland and play that course. I want to travel to California, play Pebble beach. And I want, like, I need no excuses, and I need it actually. I don't just need a 6am time. Like, I need my time. Like, make it happen. Like, she said, her job's not to judge, is to execute. I always used to say, working for my old boss, if he wants a purple spotted dinosaur on the ice at midnight, I have to get him a purple spotted dinosaur on the ice at midnight. It's just like, you just have to do it.
- [68:03]
A
So the world was that, like, does that ever request or you just.
- [68:07]
B
Oh, but I'm just saying, like, you have. It doesn't matter what it is. And I got the calls too. Like, I would have to bring. I had to bring his pillow one time to his townhouse in New York City because, like, he needed, like, he. It was his pillow that he needs to sleep for his back problems. Like, he would have a dinner meeting and he needed his watch. And I'd have to drive to Manhattan and go to his place, like, meet. Beat his client at the dinner place so he could have this watch that he forgot. All these things. I got so much, so many things in return. So, like, you like. Like, I like what she said. Like, they take their families out for lunch, they know their kids, they spend time with them. Like, they're basically their personal assistants. You end up doing a lot of these things, not even realize the tasks that they're doing because, like, you build such a genuine relationship with them, and there's a lot of generosity on the side. So one thing I did find wild about her was her confidence, though. Like, her. Her line that she dropped, it says, I don't think we have competition. I. I was like, you know what? I'm not even gonna Google it. I'm Just gonna take her word for it because she, she was so confident in what she does in the services and she.
- [69:06]
A
Wait, let's just. I felt the same way. And I'm interrupt, I'm interrupting you here because I'm like, what? Like, you know, if you remember early on in this episode, how long have you been doing this? It's relatively new. It's not necessarily her company. You know, she's just kind of stepping into it. And I think if there's one trading secret you got to take away from it, it's like, if you want to brand yourself in anything and you don't believe in yourself, if you don't believe you're the best, you'll never convince anybody that you are. And if you do, you can convince everybody. Because now I feel like she has marketed herself. She doesn't even own the company, and the guy that owns it was next to me sitting there. And if you feel like you are the biggest and the best at what you do, you then become the best.
- [69:48]
B
I literally have it in my notes. I said doubled business in the last six months. She is wildly well spoken for how new this must all be. She sounds very media and PR trained. And she just has enough facts, enough data points, enough jaw dropping examples of like, I believe that. I believe that.
- [70:05]
A
Oh, and I would like, if, you know, we have guests on the show that I'm like, yeah, we'll see how that goes in two, three years from now. I would put all my chips on her. Like, oh, yeah, she's gonna take over. She's. She's not stopping. We're gonna have her back on another year, two, three years. She's gonna be one of those guests that's like, it's gonna be really, really hard to get back on in two, three years because of the way she's gonna blow up. I'm calling it now. Like, I am betting on her. Where can I invest in this stock?
- [70:29]
B
Yeah, she's Definitely not the 40 hour a week type too. Like, she's gonna go in on this too. And I, I will say, like, we just had reinsurhant on selling Sunset, those type of shows. Really successful. Personally, I would much prefer to watch a show on absurd luxury travel and experiences, put myself in their shoes and just see how absurd that's getting. And you would have, I think you would have people lining up the door. You could already, you could already see and tell from her clients, like wanting to be part of the reenactments, like wanting to get on socials. Sometimes you Might have like the housewives, the daughters who like, oh, we can, you know, a little bit of a flex and be on social media and get some followers and some likes and clicks and see, you know, be a part of that. I think that show would be wildly entertaining. I'm actually pretty surprised there isn't a show like that so far of just like absurd reality type of luxury vacations.
- [71:24]
A
It doesn't exist now. But I can pretty much tell you I feel like with the way that her social's blown up, her signing with wme, the success that they're having, I think it is, is with certainty that we're gonna see some form of pilot for a TV show. There's something here, the storytelling, like, even if you hate listening to these stories because it pisses you off, are you fascinating because you want to learn more. It's one of these type of shows, it's one of these type of stories, it's one of these type of jobs. You can't stop listening to what it's about.
- [71:53]
B
Well, it's also, you kind of alluded to it at the start. Like this isn't gonna maybe resonate with everybody in terms of like being able to experience these things. But it's still education out there. It's still a really unique industry. I also think it's one that's like, wow, how does this not exist in terms of like a reality, a TV show? Like how many things do we in our everyday lives? I even found myself catching today. I'm like, I gotta start thinking of something that is used in everyday life that we can just like it was actually this. I'm drinking out of this Best dad ever mug. I'm like, somebody has a business that is just for Father's Day and they sell a million units of these and they probably only only have to work for that three month period a year to just get the shipping out there. I'm like, I gotta think of something like that. And here it is. Boom. It's like, wow, I can't believe no one's ever thought of that before. So just keeping that brain turned on, waiting for that opportunity. And like she said this was kind of her thing to go on social media and, and bring this to light because it is fascinating.
- [72:52]
A
Yeah. I mean, covered by New York Times, viral all over the place. These stories are just running wild. And they're running wild because it's kind of unlike nothing we've heard before. So yeah, really cool episode. Definitely a different area and different topic that we haven't delved into before any other big takeaways or things to think about. As you were listening to this one back.
- [73:14]
B
I did like the, I did like the trading secret that she gave about you guys used the example of Saint Barts and having the hundred thousand dollar hotel room that you can get for 12, 1200 and, and being able to have luxury, luxury experiences without the luxury price tag based on timing. I actually that that is one that kind of hit home a little bit. Obviously she said go to Whistler, pushes people to Whistler. That is my happy place. I love Whistler to death in the summer and in the winter. And then my last thing she said and I was curious of you, you travel a lot. She said some people, they will, you know, they'd vomit if they have to fly commercial, they have to fly private. Some people are fine with any hotel room but some people need a six bedroom villa with two butlers. What is your travel thing that you've become accustomed to that there's just no way that you'll be ever able to go back?
- [74:06]
A
I love that I just posted about the fact that we showed up 10 minutes to the airport after boarding time and we somehow made the flight in. David's comment got probably over a thousand likes just being like I wish you missed that flight. As someone who usually arrives two to three hours before. Perfect comment for a conversation and a question like this, I would say the two things that are really important to me. First of all, there's one thing I can't stand. I can't stand traffic. I can't stand lines. I like the older I get, I don't know why, I just can't. I hate it. Whatever it is what it is. I know that's not very humbling me to say but I just can't stand lines. That's what the second thing is. One thing I absolutely love is with the credit card that I have you get full access to the lounge. So if you do get delayed, if you have do have an issue, you have full access to an area that you can work. They have wi fi, they have healthy food, they have coffee. If you need a drink, they have drinks. So like for as much as I travel, that's a big one. And as far as like economy or first class or delta comfort, I don't really care. You know, it is what it is. But I will tell you when I'm traveling, the one area I will not share chance out on is a hotel. The cleanliness of a hotel, the quality of the bathroom and the bed based on the sleep you get is so important when you're traveling, especially for work. I will not chance out at a hotel. And they're getting stupid expensive to stay at really nice ones. That's one of the areas I just can't settle. I'm like, if I'm sleeping, I don't care how affordable it is. If you're just sleeping in an absolute like shit show hotel or motel and the beds just like, like disgust and it like smells in there and then your mind starts running like, what happened in this bed 24 hours ago? I can't sleep right? I'm up all night. I feel like I'm like, I wish I would have spent 100, 200 bucks more.
- [75:51]
B
As someone who maybe has been too accustomed to shitty hotels, being a youth hockey coach, I know that feeling. I. But I am the one. If I spend too much on a hotel, like she said in the episode, it is something I'm trying to justify head long after this day. If I spend, you know, 6, 7, 800 bucks a night on a hotel room, I'm like, I can't. For me, it's really hard to comprehend that one thing I do miss.
- [76:14]
A
Yeah, that's crazy. Wait real quick. The other thing too. Hotel rooms. If you're getting a nice hotel room, you really have to think about the hours spent in your hotel room. So with the at like where there's an AMEX platinum card that you can get an extended checkout till 4pm so if you can get an early check in at 12, extended checkout at 4, you think about the hours that you'll be there and how much you're actually paying hourly for that hotel room as opposed to, to a different room or just looking at the overall night price point.
- [76:39]
B
Yeah, yeah, no, that's a very good point. I'll say for myself. I probably flew on a private plane those six years, 3, 250 times. When you get accustomed to that, it is it for me. I would never get like used to doing it. I obviously if I was flying personal, I would, I would fly commercial. You. It is a. I, I always said it's probably the biggest. Like my people watching radar when I was in flying commercial would be off the charts just to see how that process is compared to the flying private process.
- [77:15]
A
Like, dude, you know what I thought about when you talk about the people watching. I have flown private. I don't know a dozen times. You've flown 300. So totally different. But do you know when you fly private and there's like there's Private airports, right? So, like. Oh, yeah, it's just like, most of them are private, right? So you, you go in, you park your car, say hello, and pretty much you walk right through. I always was like, how cool would it be to do Trading Secrets with like, the people that are in these private airports? Like, what do you do for. Because you'll see like, random teams. Then you'll see like random unmarked planes that have, like, you know, countries flags. You're like, who the is in that one? You know what is going on? And you'll see some that don't have windows. You're like, what's going on in that one? You're just like, that's a whole another world.
- [78:01]
B
And because my old boss had a plane lady, like I said, we flew all different types. We would fly four seaters, we'd fly 20 seaters. We fly, you know, all, all the different types. Met some really cool people on them. Just like flight attendants and stuff and hearing about their job and how they work and the money, like, money to be made on just like a. A private flight attendant that is like on call, that does these trips, and then you're just hanging out in the cities for the duration. It's really, really cool. That's a. Interesting person that we could have on one day. But I will say the one thing I do miss is I miss having private drivers. I miss having private drivers on destinations and not have to worry about how I'm getting there, who's driving, where I'm parking, those type of things.
- [78:40]
A
That's like the biggest flex of all time. Yeah.
- [78:43]
B
Oh, that was the. That was the one thing where I'm like, if I could ever get this, like, especially in. In the New York City, New Jersey area. It was like, oh, man. Just to become in and out of that city and not have to worry about any of that stuff. Stuff that was like, really, really awesome. So. Yeah.
- [78:57]
A
Anyway, you know what? Next recap. I'll have this calculation ready, but it's almost always uneconomical, like from a finance perspective to get a private jet. It's almost uneconomical to get a driver. Unless the value of your hourly rate is so significant that getting to that place at that time, because of the value and opportunity cost of what you can make an hour is there. And you know what? Next recap, I'll calculate what that is. But yeah, interesting convo.
- [79:27]
B
Yeah, it was interesting convo. Interesting unique episode again when you're, when you're pumping out episodes, you know, to the rate of 300 like we are. You're gonna have some of these. Just really hopefully you guys all found it the listeners highly entertaining. That's what it was for me. A little trip down memory lane as well.
- [79:43]
A
There you go. That's a good trip down memory lane to have and an interesting one and maybe we'll have to talk a little bit more about that in other episodes. But David, thank you for being here with me on the recap. Happy holidays to you and your family of four. Now, anything else before we wrap?
- [80:01]
B
Merry Christmas. That means one thing. JTA is around the corner. We're we are we are determining dates, locations and for that it's always our favorite episode. We've been working on some things and continue to work on some things that we will share with JTA for the future of of of David and Jason, the curious Canadian the Recaps Trading Secrets we're working on some things, people working on some things. Growing, evolving bigger and better.
- [80:26]
A
Going into 2026, I still hear JTO JTA. It starts shaking in my boots a little bit. But David, I love it. Thank you to listening and thank you to all the Trading Secrets listeners for giving us another one hell of a year. Please remember to give us five stars. Let us know what you love most about this episode and who and what topics we can cover moving forward, especially going into a new year. Thank you for tuning into another episode of Trade Secrets, one you couldn't afford to miss. Foreign.
- [81:14]
C
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A
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- [82:10]
B
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