Nobody talks about what
YOU'VE OUTGROWN THE BASIC ADVICE
You already know investing is key. You've done the basics. And now you're ready to dial it up. You're probably sitting there thinking: where do I actually go from here?
You don't need motivation or more 101 knowledge.
You need to fill the gap between current you and your work optional life , and that takes something different...a big picture strategy that not many are building.
The problem is that no one is having the real, holistic conversation about how to use your investments, your business, and your life to build something extraordinary — without sacrificing your health or happiness along the way.
comes next...until now.
You already know investing is key. You've done the basics. And now you're sitting there thinking: okay, what do I actually do from here?
The problem isn't motivation.
It's that no one is having the real, holistic conversation about how to use your business, your investments, and your life to build something extraordinary — without sacrificing your health or happiness along the way.
The stock market people are in one room. The business builders are in another. The real estate investors have their group. The crypto crowd has their corner. Everyone talks about investment strategies separately, and most information out there comes from a single, bias lens.
But when you peek behind the curtain of the most successful people you admire? They're doing it all.
That's how they build the life you want.
Most people don't choose their financial life. They inherit it.
HERE'S THE THING
Work for 40 years. Hope the math works out. Retire at 65 if you're lucky. That's The Default — a life that was never intentionally designed. The New Way is for people who looked at that path and said: no thanks.
The Default Path
Trade your time for a paycheque. Repeat for 40 years. Hope a pension covers the rest.
Nobody chose this — it just sort of happened.
The Gap
The distance between what your dream life costs and what your current financial plan actually produces.
Most people never calculate it. Most people never close it.
The New Way
Design your life first, then build the financial plan to fund it.
Work becomes a choice, not a requirement. Life becomes about experiences, not burnout.
The default says work is mandatory. We're proving it's optional.
Most people don't get to experience a life where work is optional. But you're not most people.
It's not about retiring early or living off frugal hacks for the rest of your existence.
It's about creating a life you don't have to escape from, where friends feel like family, your cup is always full, and you spend your days exactly as you want.
This is the room to get you there.
THE NEW WAY
Welcome to work optional.
YOUR NEW FAVOURITE PLACE
The Fund Club
Stock Market
Investing Strategies for a work-optional life: ETFs, individual stocks, portfolio strategies, & what to do with breaking news.
Real Estate
Rentals, HELOCs, deal analysis, & equity conversations. Swap notes with some of the best in the business.
Business & Side Hustles
Business is your express ticket to wealth building - talk buying, planning an exit, business models, & life as an entrepreneur.
Angel Investing
Deal flow, due diligence, portfolio sizing, structures, tax considerations and how to consider it in your future plans.
Personal Finances
Optimize your everyday backend with cash flow, credit card points, life milestone planning, account maximization & more.
Alternative Assets
Art, crypto, Pokemon, & more. We talk risk tolerance, allocation, & portfolio strategy, getting your feet wet, or going deep.
This is what building a work-optional life actually looks like.
All in one room, for the first time ever.
Work Optional Strategy
This is where the pieces connect. Already balancing stocks, property, and a business? Learn how to run them as one strategy instead of three separate bets — where to put your next dollar, how they offset each other, and what actually moves you closer to work optional.
New to an investing asset category? Get caught up fast, without wading through jargon or having to do piles of your own research on the best accounts, and gain the confidence you need to act faster and unlock your work optional life sooner.
Just simply love nerding out on this stuff and having those "Damn, that's smart. I'm doing that tonight" moments? You're going to love it here.
From your investing roadmap to never needing to work again.
INSIDE THE CLUB
This isn't a 12-week course you finish and forget. It's a long-game membership designed to carry you from your first financial clarity all the way to work-optional freedom — and beyond.
Average Life
Where Most Quit
The Gap
Work Optional Life
WE HELP YOU SOLVE THIS
We're not building a portfolio.
THE ONLY SPACE OF ITS KIND
It's about being able to say no to what drains you, yes to big opportunities, and hell-yeah to a life where finances never dictate your choices.
It's opting into the version of your life you actually want — taking the bigger swing, starting the thing you've been sitting on for two years — because you're not betting everything on it if it doesn't work out.
It's flying home for your family without checking your bank account first. It's taking an actual vacation, the kind where your phone stays in the hotel room.
It's never hitting that place where you're too burnt out to even enjoy the money you're making.
We're building extraordinary lives.
A private space with topic rooms to collect feedback, ask questions, share wins, get nerdy, & stay in the loop.
Community Threads
Every month, a guest or member breaks down a real deal - the strategies, numbers, & lessons you won't find elsewhere.
Member Benefits
Everything you need to build wealth intentionally — and the lifelong friendships to go enjoy with it.
Get access to Mastermind, Retreats, IRL meetups & more that aren't publicly available.
Exclusive Access
Built-for-you tools to connect your dream life to real numbers and gamify your goals.
Custom Tool Library
Dive deeper into focused topics, update your numbers, & set big goals. Accountability on the calendar.
Office Hours & Check-Ins
Guest Expert Sessions
Gone are the days of having to piece together all of the different advice and strategies you've single-handedly accumulated over the years to find your own perfect mix.
Talk it out, get a second opinion, see how others are approaching it, ask the questions that are traditionally "impolite" to ask, and discover new mind-blowing moves that will have you smacking your head and shouting "That's genius!"
This is the space where you'll hear a strategy, have the "Hold on, I can absolutely do that too" moment where it clicks, and you can be off to the races to accelerate your path to freedom that much sooner.
A Safe & Trusted Space with People Who Get It
All Founding Members get a 15-minute 1:1 Onboarding Call with our hosts, Mal & Josh. Discuss goals and support needed.
1:1 Onboarding Call
Connect with other members easily. Filter by location, custom interest tags, or milestones. Direct message or grab a coffee!
The Fund Club foundational framework. Learn how to build (& fund) an extraordinary life.
The Trust Fund Playbook
Member Directory
*BONUS*
*LIMITED*
A private space with topic rooms to collect feedback, ask questions, share wins, get nerdy, & stay in the loop.
Community Threads
Every month, a guest or member breaks down a real deal - the strategies, numbers, & lessons you won't find elsewhere.
Member Benefits
Everything you need to build wealth intentionally — and the lifelong friendships to go enjoy with it.
Dive deeper into focused topics, update your numbers, & set big goals. Accountability on the calendar.
Office Hours & Check-Ins
Guest Expert Sessions
*BONUS*
So far, Founding Members have attended these live guest speaker calls:
- How This 9-5er Went Work-Optional at 34
- Buying a Boring Business — How this Agency gal bought a bartending school in her late 20s
- Investing in Mexico Real Estate
- How This Passive Income Investor Makes $1,200 a Month off a $90K Portfolio
- How to fund a career break
- How this real estate investor retired herself from corporate at age 37
- Art as an alternative asset (& how you can invest sooner than you think)
- Credit card points stacking for travel hacks & more
These aren't polished webinars. It's the real decision-making, unfiltered, so you can see exactly how someone else pulled it off before you try it yourself.
You can submit your questions ahead of time, unmute and ask them live, or catch it all on replay. These aren't polished webinars. It's the real decision-making, unfiltered, so you can see exactly how someone else pulled it off before you try it yourself.
Guest Expert Sessions
"One of my favourite moments in the talk was when Mal said if you have that safety net, imagine what you can do! and that really hit home." - EMILY, FC MEMBER
When one member was weighing a six-figure family real estate deal, the thread didn't just say "exciting!" and move on.
A mortgage broker in the group walked through what real due diligence should look like. Another member showed her how to leverage her portfolio instead of selling out of it. Someone ran the opportunity-cost math with her, live, in the comments.
Weeks later she came back, relieved she decided to no to the deal. The group gave her the support to navigate the decision, double down on her original investing strategy, and get that gut check she needed from a fresh perspective.
Our Community Rooms are divided by topic to make it easy to navigate and exchange notes:
- General Chat
- Stock Market
- Real Estate
- Angel Investing
- Business Builders
- Personal Finance
- Alternative Assets
- Wins & Milestones
Community Threads
"The notes here helped so much — learning that I could leverage my investments, looking at opportunity cost, and considering my own goals over everyone else's. That was huge." - MEMBER FROM ABOVE STORY
Then we go around and update on the big goal you're working toward, so there's always a next step on the table, not just a reflection on the last one. You're not just being held accountable to a number. You're leaving with the actual move to make next.
Please note: There are other pop-up opportunities for additional bonus office hour calls or opportunities to source accountability within the group. Hold yourself accountable by sharing goals, progress & wins within the Community Threads or partner up with 1-many other Fund Club members to create your own accountability pod.
Office Hours & Check-Ins
"I've already received so much reward by being part of Fund Club and just having these conversations." - STEPH, FUND CLUB MEMBER
Get access to Mastermind, Retreats, IRL meetups & more that aren't publicly available.
Exclusive Access
Built-for-you tools to connect your dream life to real numbers and gamify your goals.
Custom Tool Library
So we built them ourselves.
Every tool in here exists because Mal and Josh needed it first, built to answer one question:
What does the life you actually want cost, and how far are you from it?
Inside the growing library:
- Work Optional Calculator & Scenario Builder
- Real Estate vs Stock Market Calculator
- Revenue Calculator (for the business owners & side hustlers)
- Weekly Money Check In Template
- Net Worth & Investment Tracker
Play with your numbers, run a few different paths, and watch a decision that felt abstract turn into a real, sit-with-it number.
Custom Tool Library
Accelerator programs, a Mastermind tier, in-person events, and more are already on the roadmap. This is where you get in before the room fills up and the price goes with it.
You also get access to Guest Speakers that don't talk about these strategies publicly, our own behind-the-scenes investment breakdowns and secrets, and discounts for related events, tools, and even investment opportunities that cross our desk.
You're not just getting a membership. You're getting a standing invite to whatever we build next, before it's public.
Exclusive Access
"I'm so excited to be part of it, I've already learned so much already." - VIRGINIA, FUND CLUB MEMBER
Get a 15-minute 1:1 Strategy Call with our hosts, Mal & Josh. Discuss goals and support needed.
1:1 Onboarding Call
Connect with other members easily. Filter by location + custom interests. Direct message or grab a coffee!
The Fund Club foundational framework. Learn how to build (& fund) an extraordinary life.
The Trust Fund Playbook
Member Directory
*LIMITED*
Need a real estate investing partner in Calgary? A fellow founder who's also raising kids? Someone three steps ahead of you on the exact path you're on? Another entrepreneur who wants to co-work in Toronto? Maybe a friend to visit when you head to Shanghai for the first time?
You'll find them here.
Members have already turned this into accountability partnerships, co-hosted workshops, coffee dates, and meetups at industry events. The directory is just the front door.
Member Directory
"I struggle to share my income with friends/family, but I knew this group would get how huge that is." - FUND CLUB MEMBER
This is our space to make sure we fully understand your 365-day goals (& more), so we can pair you with the right peers, resources, replays, and tools inside Fund Club.
This is limited to new Founding Members as they join, first come first served — and it's already been one of the biggest drivers of people's early momentum, because you walk in with a plan instead of scrolling around trying to figure out where to start.
You can book it the moment you join. Limited availability when doors open.
1:1 Onboarding Call
"Before this year, I didn't know anything about it. Now this year, I have $35K that's already grown to $40K." - O.T., FUND CLUB MEMBER
Getting in this early means good things are still coming! We are actively building out your Foundational Framework for quick and easy lessons for any investment area where you feel a little less "up to speed".
These soon-to-be available on-demand videos give you an overview of everything you need to know to get started in individual investing channels like stock market, real estate, business, alternative assets, and how they fit into your overall work optional strategy.
Stay tuned!
The Trust Fund Playbook
Gone are the days of having to piece together all of the different advice and strategies you've single-handedly accumulated over the years to find your own perfect mix.
Talk it out, get a second opinion, see how others are approaching it, ask the questions that are traditionally "impolite" to ask, and discover new mind-blowing moves that will have you smacking your head and shouting "That's genius!"
This is the space where you'll hear a strategy, have the "Hold on, I can absolutely do that too" moment where it clicks, and you can be off to the races to accelerate your path to freedom that much sooner. The level of transparency and trust in this group is inmeasurable.
A Safe & Trusted Space with People Who Get It
"Finally a corner of the internet where people just want to see you win."
- JESS, FC MEMBER
Winging it, half-baked, hoping for the best.
✕ No clear work-optional number or timeline
✕ Siloed info — stocks over here, real estate there
✕ Nobody to talk real numbers with, wins or losses
✕ Stuck in the chase-burn-escape-repeat cycle
✕ Consuming content but not taking action
DOING IT ALONE
A clear strategy, friendly push, and a community doing it with you.
✓ Your work-optional number defined and tracked
✓ Integrated strategy — business, investments, life
✓ A trusted community sharing real numbers openly
✓ Building wealth without sacrificing health or happiness
✓ Actually moving — not just learning
INSIDE FUND CLUB
coming soon
Here's the roadmap.
We'd love to have you inside.
Investing Syndicate
Co-invest with the community in startups and real estate development projects we believe in.
Retreats
Annual in-person retreats with hand-picked guests. The kind of room that changes your trajectory.
Masterminds
A high-level inner circle for members who are further along. Small groups, bigger conversations.
Accelerators
A structured group program for members - coaching, accountability, and the best kind of peer pressure.
City Social Meetups
Dinners & wellness activities. Currently in Toronto & Ottawa, soon-to-be Vancouver, Calgary & US-based.
You Choose
As a founding member, you'll have a say in how this community evolves with you.
Become a Founding Member.
MEMBERSHIP PRICING
One chance only. Opening Sept 2026.
$2,500
✓ Full community access
✓ All workshops + library
✓ Monthly live events
✓ AI prompts + tools vault
✓ Topic community rooms
Lock in your rate.
future rate
$1,999
✓ Everything in standard
✓ Rate locked in
✓ 15-Min 1:1 Onboarding Call (limited availability - first 20 to register)
✓ Input on community direction
✓ Direct access to Josh + Mallory
✓ First access to all future features
✓ Founding Member badge + recognition
LAST CHANCE founding member
/ year
/ year
Locked in · LIMITED AVAILABILITY
GUARANTEED INCREASE FOR NON-FOUNDING MEMBERS
🔓
"I'm glad I found this community you can talk to about this and people who want to do things differently."
THIS fund club MEMBER SAYS:
Take a peak inside.
Level up from day one.
YOUR FIRST 30 DAYS
Introduce yourself to the community. Find a new friend or two. Load up your calendar with member-only events from money check-ins to our first guest expert session. Spend your first few days getting to know the other members.
You're in. Access unlocked.
DAY 1
What does your dream life cost? Calculate or revisit and validate your work optional number. Join us live on call and walk away with a 7-figure plan and how to fill the gap between current you and your work optional self.
Calculate your Fund.
DAY 3
Join the Community Threads you're interested in and start chatting strategy with your new peer group. Share a breakdown of one of your most interesting moves, get feedback on a change you're considering, or catch up on what's inside already.
Mix, mingle, & check in.
DAY 4-15
Get ready to take notes! This call will feature a full behind-the-scenes breakdown of a unique investing strategy with a guest interview from our personal network. Ask your questions live and prepare to get nosy.
Hear from Guest Expert. (LIVE)
DAY 16
Now that you've gotten clarity on your work optional number, leverage the built-for-you tools to see how you can accelerate, tweak, or ease your path to a work-optional life and continue conversations inside the Community Threads.
Lock in your next steps.
DAY 16-28
On October 28th, we're hosting a Fund Club Coworking Day. Come hang out, chat over coffee, share what you're working on and take advantage of a Productivity Power Hour where you get something off your goal list. Plus a special guest. Limited spots available.
RSVP for an In-Person City Social
*SPECIAL EVENT FOR TORONTO MEMBERS*
Join us live for an end of month topic deep dive & net worth update. We'll explore a trending topic even further live, and check in with your goals + how to get you there faster. As a community member, you get say in what these calls go into.
Dive deeper with Monthly Topic. (LIVE)
DAY 30
THIS fund club MEMBER SAYS:
"I'm two weeks in and I already feel like I've won."
This isn't just theory.
OUR STORY
This is our life.
We didn't grow up with trust funds or financial mentors.
We've spent ten years building businesses...
making investments...
and quietly assembling a network of some of the most interesting entrepreneurs, investors, and operators we've ever met.
All while building our own Fund of over $2M.
The Fund Club is the space we always wished existed — and it's now open for you.
Combined Net Worth achieved since 2020
Businesses Built across DIFFERENT INDUSTRIES
Years Self-Employed
PROPERTIES OWNED
Meet Mallory
your co-hosts
After building her first business in her early 20s, Mallory learned the hard way that success means very little if you burn yourself out getting there.
She rebuilt her life and finances from the ground up - going from a few thousand dollars sitting in a savings account to a $1M+ net worth at the age of 29, while leaving hustle culture behind.
A lifelong entrepreneur, she’s passionate about helping people build wealth in a way that makes their lives bigger, not busier. All while leaving the burnout behind.
Meet Joshua
your co-hosts
From scaling our first e-commerce business to becoming a top-performing realtor, Josh has always been the numbers guy.
He’s endlessly curious about investing, optimizing and finding smarter ways to make money work harder - but financial independence has always been the bigger goal.
For him, building wealth isn’t about having the most. It’s about creating the freedom to choose how you spend your time, what you build and what comes next.
I built a $1M portfolio by following Mal and Josh's journey on YouTube.
I can only imagine how good Fund Club is about to be."
- waitlist member
You two are killing it.
I've been following your content a lot and it resonates with what I've been trying to build for myself."
- ARJUN
THIS fund club MEMBER SAYS:
"With the people inside Fund Club, and with Mal and Josh as leaders, my goals are definitely attainable."
Entrepreneurs, creators, realtors, executives and 9-to-5ers all in one room.
It’s a rare space where people with completely different careers and income strategies come together to learn from how each other earns, invests and builds wealth.
Entrepreneurial minds
CAREER PATHS
People who see business, investing, real estate, taxes and life as interconnected - and think about how all the pieces work together.
The conversations inside are about to be extremely refreshing for you.
Full-Picture thinkers
INVESTING PORTFOLIOS
Our average member is 33–45, with members from 25 to 60+. Different stages, but navigating many of the same big questions about money, work and the lives they want to build.
In your chapter
LIFE PHASE
These are the people who want to make the most of the life they've been giving and they're the first ones to take action to get it.
Members are humble enough to know they always have more to learn, and generous enough to share their lessons to date.
Big dreamers, big action takers
GOALS
The tradeoff for joining rooms like this used to be walking into a room of people you didn’t relate to or see yourself represented in. It’s part of why we built Fund Club, and we’re proud that our members continue to span different identities, cultural backgrounds, industries and lived experiences.
This isn’t a room where everyone looks, lives or thinks the same.
Different perspectives
DIVERSITY
The New Rich are already building.
TAKE A LOOK AT OUR 65+ MEMBERS
$16M
Invested in Equities
64
Properties Owned
50%
Self-Employed
100%
Vibes
Chief Revenue Officer
TORONTO-BASED 32-YR-OLD (HE/HIM)
✓ Growing wealth to give back
✓ Self-identified more risk averse investor
✓ 2 investment properties
✓ Leads Consumer Good Marketing
✓ Recent goal: add an income stream
✓ Paths: Real Estate & Stocks
Philippines Investor
manila-based self-starter (SHE/HER)
"I’ve been itching to diversify income streams for years now, but I’m honestly risk-averse and conservative. I’m here to get inspiration (and get pressured) as I build a path to financial freedom! I would looove to have a work optional life like Mallory and Josh…soon!"
✓ High-income earner
✓ $1.5M+ net worth by 30
✓ Prepping for career break
✓ Paid off parents' mortgage
✓ Recent win: taking in-laws to FIFA World Cup
✓ Paths: Stocks & Crypto
"My unique approach to investing is combining tactical money-making skills with the inner game, most people are missing one side but especially when it comes to the inner game of investing (aka the mindset, the habits, the self-worth,etc) and financial health."
✓ 5 properties, 9 doors
✓ Self-taught real estate investor
✓ Paid off $60K consumer debt
✓ House-hacking pro
✓ Recent win: $1M joint net worth with partner
✓ Paths: Real Estate & Stocks
From Debt to 9-Doors
33-YR-OLD ACCOUNTANT (SHE/HER)
“I’ve always been a bit of a workaholic, and I’m working towards designing a life with more ease, enjoyment, and less stress. I’m hoping to be work-optional in my 40s (I’m currently 33) so that I can spend my time travelling, working on fun real estate projects, and doing whatever else brings me joy!”
MediSpa Owner
"I’ve become increasingly interested in angel investing, self-directed investing, and learning more about different wealth-building vehicles outside of my operating business. A lot of my financial growth so far has come through scrappy entrepreneurship, and I’m excited to continue expanding my knowledge."
✓ Self-employed with team + brick & mortar
✓ Preparing to exit business
✓ Recent win: surpassing $1M in revenue
✓ Loves camping, travel, & tennis
✓ Multi-six figure investments since 2025
✓ Paths: Business & Stocks
40-YR-OLD ALBERTA MOM (SHE/HER)
✓ High-income 9-5 earner in tech
✓ Multi-six figure portfolio
✓ Newer to investing
✓ Podcast host & world traveller
✓ Recent win: nearly paid off mortgage at 33
✓ Paths: Real Estate, Stocks, & Side Hustle
The 9-5 Side Hustler
30-SOMETHING IN VANCOUVER (SHE/HER)
✓ 2 angel investments
✓ Closing in on $250K invested
✓ Priority: time freedom + $2.5M by 40
✓ Hyrox baddie & startup legend
✓ Recent win: incorporating business
✓ Paths: Angel, Stocks, & Soon-to-Be Real Estate
Finance Content Creator
TORONTO-BASED 27-YR-OLD (SHE/HER)
"The goal is to hit CoastFi by 30-31, and Barista Fire by 35.
I have a goal of $80-100K invested per year, and it’s been this fun game of ‘How do I want to earn that amount?’ as opposed to ‘Can I even earn that?’
✓ Currently building a SaaS company
✓ Service dog advocate
✓ Prepping for cottage purchase
✓ Work optional by 40 right now
✓ Recent win: $1.2M in stocks
✓ Paths: Stocks
"My goal is to have enough to retire by 35 (although I always intend to work).
I’d love to understand more about business financial decisions, leveraging my assets, and how to get over the shame monkeys that tell me I’m gonna f**k it all up somehow.”
Chronic Illness Champion
INDEPENDENT WOMAN (SHE/HER)
✓ Vintage clothing collector & reseller
✓ Collectibles investor
✓ Brick & mortar business owner
✓ Interests: Sports cards, video games, vintage
✓ Recent win: $1,000 deposit in stocks
✓ Paths: Pokemon, Stocks, Alternative Assets
Pokemon Collector
CREATOR & ENTREPRENEUR (HE/HIM)
✓ Practicing Physiotherapist & Clinic Director
✓ Certified Financial Counsellor
✓ Recent goal: bridge gap to financial autonomy
✓ Short-term & long term rental owner
✓ Private lending, fine art, & other asset holder
✓ Paths: Real Estate, Stocks, Crypto & Business
Diversified Investor
HAPPILY MARRIED DOG DAD (HE/HIM)
"My big goal for joining Fund Club is to tighten up the strategy as I hit the home stretch for a major milestone.
I turned 39 this year and the mission is to reach work optional status by the time I hit 40 next year.."
✓ Neurodivergent multi-business owner
✓ Purchased house & hobby farm in cash
✓ Recent goal: cross $250K invested
✓ Loves meeting adventurous friends
✓ Sex & relationship therapist
✓ Paths: Business, Real Estate & Stocks
"At the centre of everything I create is a desire for more freedom, softness, and intention — a life I don’t have to escape from, where work is optional, friends are like family, the farm stays a joyful hobby, and there’s always room for good food, meaningful experiences, and a little adventure."
Mortgage-Free in USA
WASHINGTON HOBBY FARMER (SHE/HER)
✓ Took a 10-month mini-retirement
✓ Recent win: purchased a property
✓ $300K+ invested in ETFs, stocks, bonds, & gold
✓ Dog mom, avid traveller, & finance nerd
✓ Achieved goal by leveraging Fund Club
✓ Paths: Stocks & now Real Estate
House Hacker
CROSS-CANADA ENGINEER (SHE/HER)
"Now that I’m back in the corporate world, I’ve renewed my goal of becoming work optional so that I can choose to work on projects I'm passionate about while still having the time and financial freedom to travel, eat, and live a life I love. I'm excited to be part of a community of people on a similar path!"
✓ Self-employed veterinarian
✓ $650K+ stock portfolio
✓ 1 rental property
✓ Learned personal finance in COVID
✓ Recent goal: $800K in stocks by EOY
✓ Paths: Stocks, Real Estate, Business
Cross-Border FI/RE Nerd
CANADA-USA 20-SOMETHING (SHE/HER)
"Having felt a bit stagnant in my financial growth after learning the basics of diversification, ETFs, compounding, FIRE, I have been looking for a group just like this to help accelerate me to the next level and to learn all of the things that I just don’t even know about yet (You don’t know what you don’t know!)."
Fund Club is not for everyone.
CURATED WITH YOU IN MIND
There are so many incredible communities, creators, & conversations online for Personal Finance & Investing 101. This room is for those ready for what's next.
That's intentional.
YOU'RE LIKELY A FIT IF...
✓ You've already begun your investing journey
✓ You are invested in the stock market or own properties (or both!)
✓ You have an entrepreneurial mindset (whether you work for yourself or not)
✓ You want your money to work harder than you
✓ You're tired of consuming content and ready to actually build
✓ You want a community of people who think bigger, share real numbers, and push each other forward
✓ You're as eager to share your knowledge as you are to ask others
✓ You want more from life than money — impact, health, freedom, and the ability to choose your days
✓ You've already begun your investing journey
✓ You are invested in the stock market or own properties (or both!)
✓ You have an entrepreneurial mindset (whether you work for yourself or not)
✓ You want your money to work harder than you
✓ You're tired of consuming content and ready to actually build
✓ You want a community of people who think bigger, share real numbers, and push each other forward
✓ You're as eager to share your knowledge as you are to ask others
✓ You want more from life than money — impact, health, freedom, and the ability to choose your days
Not sure if it's for you? Book a chat here.
$100K invested
or on track to hit it
1-2 Properties
or looking for that first buy
$120K+ Income
or building your empire now
To maintain a certain level of knowledge exchange in the space, we ask that you meet (or almost meet) 1 of 3 requirements below:
Are we a match?
This isn't for you if...
LET'S DOUBLE CHECK
✕ You want get-rich-quick, no matter the ethics
✕ You're a taker, not a giver
✕ You're just here to pitch everyone your services
Listen, being new to your journey is not a problem here. We just want to make sure you're a resourceful pal who's not spamming the group with questions you could solve with a quick Google search.
THIS fund club MEMBER SAYS:
"This community is reconfirming things in my head instead of feeling pressure to do it a certain way."
The kind of conversations
BASED ON OUR FUND CLUB MEMBERS
you'll find inside Fund Club.
✓ Make income from our cottage
✓ Beat my previous target of $450K by Q2
✓ Buy my first property in 2026
✓ Maximize returns (currently retired)
✓ Build a 6-mo emergency fund
✓ Cross $1M liquid investments
✓ Create a new stream of investment income
✓ Be 100% debt free
✓ Add an income property
✓ Build my business
✓ Hit $200K invested
✓ Optimize my tax strategy
✓ Find my next strategic move financially
MEMBERS GOALS:
✓ Getting to work optional number faster
✓ Lack of focus and direction
✓ Growing too slowly
✓ Not having friends or network that get it
✓ Separate business & investing conversations
FRUSTRATED WITH:
✓ Advice beyond the basics of investing
✓ Reliable info on different methods
✓ People where I am AND where I want to be
✓ Peer-to-peer support & sharing
✓ Out-of-the-box investment strategies
✓ Likeminded individuals to grow with
✓ Tools only the wealth know
✓ Motivation, inspiration, & momentum
READY FOR INSIDE FUND CLUB:
& Our Upcoming
Speaker Lineup
This guest speaker was featured on the Bigger Pockets Podcast for her incredible journey of using real estate to retire early. We'll be diving into how she got started, what you can do now to catch up, and how she navigated the entire process.
No questions are off limit.
How this real estate investor retired from corporate at 37
OCTOBER GUEST SESSION
& how to get started sooner than you think.
We'll be talking all about what it looks like to invest in fine art. If that's not on your radar any time soon, we're also going to be talking about a micro opportunity to invest in art and still reap a lot of the benefits.
Art as an alternative asset class
NOVEMBER GUEST SESSION
Points aren't just a perk...they're a strategy. We're bringing in guests from a few different countries to break down how they actually run their credit card game: which cards they stack, how they think about redemptions, and where most people leave value on the table. Learn how to spend money you were already going to spend and turn it into flights, upgrades, and trips without paying full price.
How to maximize your credit card stack for points & travel
DECEMBER GUEST SESSION
+ GAIN ACCESS TO OUR PREVIOUS GUEST SESSIONS:
✓ How this 9-5er went work optional at age 34
✓ Buying a Boring Business: How this agency marketer bought a bartending school at 28
✓ Dividend investing as a passive income strategy: How this investor is making $1,200/mo on a 5-figure portfolio
✓ Investing in International Property: Everything you need to know about buying an investment property in Mexico or abroad
THIS fund club MEMBER SAYS:
"I find myself going to Fund Club instead of scrolling Instagram."
We're a match, baby.
THERE'S ROOM FOR YOU HERE
Here are some recent Member Inquiries where we let them know: 100% you belong in this room. If this sounds like you, come on in. If you're still unsure or want to chat through your specific scenario, send us a DM or book a call.
Get in early.
FOUNDING MEMBERSHIP
Lock in your rate.
What Founding Members Get
Locked in rate - save $500+
When we open doors after this, prices will be going up...just not for you.
1:1 Onboarding call *limited availability*
Chat with us privately about your goals, your work-optional number, & how we can help.
Input on what gets built
Vote on new features, workshops, and community direction. You're a co-creator.
Direct access to Josh + Mallory
Get real face time — Q&As, hot seats, and the kind of access that won't exist once we scale.
First access to new features
Syndicate deals, mastermind access, retreats — get first dibs on everything as it launches.
Founding Member Badge + recognition
You were here first. That means something in this community — and always will.
$1,999
/ year
THAT'S $167/MONTH. RATE LOCKED IN.
"To be able to be in a space where people are actively doing it or so much further along is super powerful."
- PET CARE COMPANY OWNER
"No one is intentionally going towards work optional, even my husband.
It's so nice to have a room like this."
- stock, real estate, & crypto portfolio owner
"I [felt] like I [was] doing something wrong...
I'm not going to get any better unless I'm in this group."
- BORN & RAISED FARMER, FIRST-GENERATION UNIVERSITY GOER
"Finally a corner of the internet where people just want to see you win."
- detroit-based entrepreneur
"I have gotten so much more from this community than I expected,
and I had high expectations going into it."
- MORTGAGE-FREE HOME OWNER
"Before this year, I didn't know anything about it. Now this year, I have $35K that's already grown to $40K."
- REAL ESTATE INVESTOR TURNED DIVERSIFIED MOM
"This Club has really started to turn the wheels for myself."
- OTTAWA-BASED NURSE
"I've already received so much reward by being part of Fund Club and just having these conversations."
- VETERAN REAL ESTATE BROKER
"I don't think I've ever seen a more engaged program right from the jump."
- $1M+ INVESTMENT PORTFOLIO
"Fund Club just makes sense."
- TORONTO ENTREPRENEUR
"I'm so excited to be part of it, I've already learned so much already."
- MOTHER OF TWO
"I already feel more empowered just a month in."
- CANADIAN BUSINESS OWNER
"I'm so excited to be part of the group and already learning so much."
- NOT-FOR-PROFIT CONSULTANT
"I just want to thank you guys for creating that — it's rare in a group we can share that we have a few hundred K ($) in a group, and people celebrate us."
- FINANCE CONTENT CREATOR
"The group is super, super valuable. I find myself going to Fund Club instead of scrolling Instagram."
- food & beverage entrepreneur
FAQ
Is this right for me if I'm still building — not yet "arrived"?
Is what I share in the community private?
Yes. We gate on trajectory, not on income level. If you're actively building and serious about getting to work-optional, this is the right room.
Yes. The community is private and members-only. We're a space built on mutual trust, and members are asked to never share others' details.
Is this right for me if I'm past the beginner info?
How can I become a Founding Member?
Absolutely! We're looking for individuals who are looking to round out and level up their existing portfolios. We made this for you.
Founding Membership opens up briefly one more time this year. Join the waitlist to find out about our next registration period.
How much is the time commitment?
Where is this hosted?
We designed this to be a space for you to take what you need. We recommend setting aside 30 mins/week to get caught up on Community Threads and plan to come to 1 of our 2 60-minute monthly calls.
But everything is optional - Wealth building is a long term journey. Sometimes you may need someone to hold you accountable, sometimes you may need to learn a new skill/strategy, and other times you may just want to browse the chats and spaces.
We use Circle as our main community platform. You'll find the Community threads, resources, member directory, replays, & vault of lessons in there.
You'll also receive your own dashboard for all of our calculators that are only accessible to members. All calls are hosted on Zoom and replays are provided.
Is this Canadian or US specific?
What if I can't attend virtual events?
If you're entrepreneurial, ambitious, and want work-optional freedom, you'll get value regardless of where you are. Our goal is to focus on global strategies and feature different local strategies where possible.
Everything is recorded and available in your Library until Dec 31 each year. Then next year...we kick off new lessons!
Can I cancel anytime?
What's the refund policy?
Yes - cancel anytime but please note: we don't offer partial refunds on memberships, but you'll keep full access until the end of your billing period.
We don't offer refunds at this time. Your experience matters to us. Reach out and we'll do our best to make it right.
Have a question left unanswered?
Join the waitlist to be notified when registration will reopen.
What's included?
What's coming next?
As a founding member, you're joining us from day one. Later you can expect opportunities to invest together, IRL meetups, retreats, masterminds, & more.
What's happening inside?
- New work optional game plan
- Purchased an investment property
- Hit stock milestones: $1,000 deposit, $100K, $250K, $500K, $1M & more
- Landed new tenants for properties
- Passed $1M in business revenue
- Avoided a bad commercial deal
- Got their kids investing
- Landed new clients
- Re-positioned their portfolios
- Optimized cash management
- Earned new dividends
- Changed investment strategies
- 4x'd their revenue
- 1 x Monthly Guest Expert Session (live 60 min call)
- 1 x Monthly Deep Dive (live 60 min call)
- Community Forums for Stocks, Real Estate, Business Builders, Alternative Assets, & Personal Finance
- Your own calculator & tool dashboard
- Core Curriculum (coming soon)
- Optional IRL events & city socials
- Member Directory to connect for accountability + collaboration
- Exclusive access to new offers
- 1:1 Onboarding call to best support your goals inside Fund Club
