We're not building a portfolio.
THE ONLY SPACE OF ITS KIND
The business builders are in one room. The stock market people are in another. The real estate investors have their group. The crypto crowd has their corner.
But what no one tells you? The successful people you admire are actually doing it all. That's how they build the life you want.
We're building extraordinary lives.
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 sitting there thinking: where do I actually go from here?
The problem isn't motivation or more intro knowledge. 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.
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.
all in one 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.
Crypto & Web3
Get past the 'bro'-y with real conversations. Risk tolerance, allocation, portfolio strategy, getting your feet wet, or going deep.
Every investment conversation feels siloed and biased until now. The Fund Club is the first place to bring these conversations together, under one roof.
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.
Clarity
Know exactly where you need to go.
Strategy
Begin your Wealth Flywheel.
Acceleration
Take it to the next level.
Layer in new strategies.
Work Optional
Your assets cover life. Work is a choice.
Generational
Never have to worry about your kids' kids.
STARTER FUND
FLEX FUND
GROWTH FUND
*FULLY FUNDED*
TRUST FUND
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
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
Accountability on your calendar. Update your numbers, reflect on progress, & set big goals together.
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.
*NEW* 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*
Become a Founding Member.
MEMBERSHIP PRICING
One chance only. Only available until May 11, 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
$1,500
✓ Everything in standard
✓ Rate locked in
✓ 15-Min 1:1 Onboarding Call
✓ Input on community direction
✓ Direct access to Josh + Mallory
✓ First access to all future features
✓ Founding Member badge + recognition
founding member
/ year
/ year
Locked in · LIMITED AVAILABILITY
GUARANTEED INCREASE FOR NON-FOUNDING MEMBERS
🔓
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. Because the best chats happen over a good meal — not on a Zoom call.
You Choose
As a founding member, you'll have a say in how this community evolves with you.
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.
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.
Calculate your Fund.
DAY 3
Join the Community Threads you're interested in and start chatting strategy with your new peer group. Join us on Fridays for an optional weekly money check in, coworking style. Pay your bills, review your revenue, make that extra investment.
Mix, mingle, & check in.
DAY 4-9
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 10
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.
Lock in your next steps.
DAY 11-16
Join us live for an end of month reflection & net worth update. Continue conversations inside the Community Threads. Get a second opinion, ask for insights, discuss recent news, and take full advantage of the community features.
Build Together.
DAY 17-20
The New Rich are already building.
TAKE A LOOK AT OUR WAITLIST STATS ALONE
$22M
Invested in Equities
118
Properties Owned
50%
Self-Employed
100%
Vibes
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
$150K+ Business
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.
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
I'm working towards FI and I've reached BaristaFI so far at 38y. Hope to reach full FIRE by 45.
Even though I'm not fully FIRE yet, I feel some sense of relief and piece of mind.
- YOUTUBE COMMUNITY MEMBER
The kind of conversations
BASED ON OUR FUND CLUB WAITLIST
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:
Here's who's inside:
TAKE A FURTHER PEEK
About half are self-employed founders, consultants, creatives, operators. The other half are what I'd call career badasses: lawyers, CPAs, brokers, sales leaders, designers. Most of them are deeply entrepreneurial in how they think, even if they're not running their own thing.
The mix is intentional and it's already making the conversations richer because of it.
Entrepreneurs & 9-5ers
CAREER PATHS
We have members who have only focused on stock market investing to date, some who have leaned more into real estate properties, and others who have been building with a mix of equities, real estate, even crypto and angel investments.
What these members share? A deep desire to learn more, adjust their portfolios based on what they learn, and a knowing that to unlock work-optional level financial freedom, they want to hear others' stories and take what they need.
A cohesive (or soon-to-be) approach
INVESTING PORTFOLIOS
We've got a really cool mix of backgrounds inside. We're predominantly Canadian with a strong Ontario presence, a healthy group from the US, and members joining from as far as the Philippines and Australia.
Ages skew 30s to early 40s, and the room is leaning more women than anything right now. We've got some late 20s and some mid-50s, and we expect a solid range past that.
We've got moms, dads, child-free singles, spouses or partners building together...
What we like most about this group: they're values-aligned. Sometimes in finance spaces you have to make trade offs like gaining knowledge in a room that wasn't build for you with people you wouldn't want to speak with IRL. Everyone is so incredibly open, kind, and generous while still being ambitious, driven, and all around wildly impressive.
This is the kind of room I want to grab dinner with...again and again.
33 - 45 year olds building their next chapter
DEMOGRAPHICS
Whether a member is earlier in their investing journey or has already crossed that $1M threshold, they are all 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.
Here's the truth about founding memberships: they're not for everyone.
Some people need to watch something grow for a year or two before they're ready to step in, and that’s okay.
But there's a certain kind of person who jumps at the chance to be in a room full of people doing exactly what they want to do.
Who knows that one conversation with someone who's already figured out the thing you're still working through can save you years.
Who understands that exchanging notes with peers who have strategies you haven't even considered yet is one of the fastest ways to level up…
because you can't execute on what you don't know exists.
That person gets it. They've felt the difference between being the most ambitious person in the room and finally being somewhere where that's just the baseline. They know that the people you build alongside determine how far you go and how fast you get there.
That's who this founding cohort is full of. And that's exactly who we built this for.
Big dreams, big action
PERSPECTIVE & GOALS
Get in early.
FOUNDING MEMBERSHIP
Lock in your rate.
What Founding Members Get
Locked in rate
When we open doors after this, prices will be going up...just not for you.
1:1 Onboarding call
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.
$1,500
/ year
THAT'S $125/MONTH. RATE LOCKED IN.
Most people don't choose their financial life. They inherit it.
THE PROBLEM
Work for 40 years. Hope the math works out. Retire at 65 if you're lucky. That's The Default — not a failure, just a life that was never intentionally designed. The Fund Club 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 CPP 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. We do it on Day Three.
The New Way
Build assets that pay you. Design your life first, then build the financial plan to fund it.
Work becomes a choice, not a requirement.
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.
4
Businesses Built across e-commerce, Airbnb, real estate & marketing
$2M+
Combined Net Worth achieved since 2020.
∞
Rooms sat in with 8-figure entrepreneurs, NYT bestsellers, & more.
10+
Years Self-Employed building alongside entrepreneurial pals
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.
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 is currently closed. Join the waitlist to find out about our next registration period.
What's included?
What's coming next?
Your new go-to group. Monthly expert session, build-for-you custom tools & calculators, virtual community rooms, forums & direct chat with members, live office hours, & optional money check ins.
As a founding member, you're joining us from day one. Later you can expect opportunities to invest together, IRL meetups, retreats, masterminds, & more.
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.
