Jashan Mundi

SaaS Academy

Responsible for creating $9.5M in the pipeline and sourcing $1.21M in revenue

Q1 2023
- $602K pipeline generated
- $38K revenue sourced
- 11 qualified sets

Q2 2023
- $2.52M pipeline generated
- $308K revenue sourced
- 84 qualified sets

Q3 2023
- $3.22M pipeline generated
- $336K revenue sourced
- 76 qualified sets

Q4 2023
- $3.73M pipeline generated
- $636K revenue sourced
- 74 qualified sets

Sales Development Representative

Money With Mundi 💰🇨🇦

In November 2020, I started educating Canadians on how to manage and grow their money so they can spend less time in the spreadsheets and more time enjoying their life.

Since then, I have amassed over 1M impressions and built a community of over 20K followers while working 1:1 with Canadians to help create a bulletproof game plan for their money so they can retire comfortably (and early if they choose to).

Founder

Commsor

We believe that a thriving community is a company's most valuable asset. Community unlocks the power of your customer network, enabling you to scale your business, resources, and presence in ways that traditional marketing or advertising channels can't.

Business Development Representative

Athennian

Responsible for generating over $494,865 in qualified pipeline in less than 5 months.

December 2021
- 100% of quota (meetings occurred)
- 100% of quota (qualified)

January 2022
- 100% of quota (meetings occurred)
- 200% of quota (qualified)

February 2022
- 128% of quota (meetings occurred)
- 200% of quota (qualified)

March 2022
- 100% of quota (qualified)

Athennian’s cloud-based entity management platform provides innovative solutions that enhance global corporate governance in scalability, compliance, and efficiency. With Athennian’s secure, streamlined, and intuitive software, legal teams can make critical data-driven decisions, scale faster, and drive profits.

Eaton

- Enter requisitions on a weekly basis valued over $100,000 > ISO’s against multiple suppliers located in Canada, the United States, and Mexico in order to replenish stock and for customer truck down requirements.

- Took the lead in decreasing slow-moving physical inventory by more than $100,000 in the span of 12 months by implementing a Min-Max inventory control system across multiple Eaton distribution locations.

- Responsible for managing 15 different OEM channels by leading communication regarding order management, shipments, product return approvals and resolving operational issues and customer complaints.

- Improved Canadian Aftermarket OTD (On-Time Delivery) from under 60% to 95%+ and average lead-time for same-day/overnight shipments from 3 days to less than 1 day in 6 months by utilizing my skillset in MRP systems and procedures.

- Responsible for systematically and physically receiving over $150,000 worth of goods from Eaton plants and customers on a monthly basis using Oracle ERP.

- Took the initiative to adjust and correct month-end discrepancies in inventory through cycle count, conversion, or obsolete parts.

- The lead team member in Canada responsible for managing physical inventory count and assisting with reconciliation with Finance personnel to ensure a timely launch.

- Approve or disapprove $200,000+ worth of customer product return requests, customer core credits, and credit and rebilling procedures.

- Effectively coordinate inventory requirements with the Aftermarket team to ensure the National Remanufacturing Centre receives the parts required in order to build more transmission units to satisfy min-max levels and fulfill customer orders in a timely manner.

Customer Service Representative

Money Coach For Canadians 🇨🇦 // Tech Sales 🤝

For me, money is a symbol of three things:

- Growth
- Freedom
- Abundance

Money is more than just digits in my bank account. It's a tool that enables me to grow and seek opportunities, offers more flexibility and freedom in my life, and allows me to spend more abundantly on the things, experiences and people I love most.

That's why I started creating content on social media about money in November 2020. Since then, I have grown from 1,000 to 20K followers across platforms like Instagram, TikTok, YouTube, and more.

If you're a Canadian interested to chat about personal finance, investing and money, shoot me a message and let's connect!

👉 LET'S CONNECT

I love connecting with others to talk about sales, money and more. Don't hesitate to send me a message!

And if you're a Canadian who's interested in learning more about Personal Finance, go ahead and follow me on my other platforms as well. ⤵️

Instagram ➡️ @JashanMundi
TikTok ➡️ @ItsJashanMundi
YouTube ➡️ @CanadianMoneyCoach

Unsubscribe me from that list.

Here's a better idea...

Create a lifestyle where you can make good money and

- Don't have to "escape" from your work
- Travel whenever
- Have flexibility
- Able to build long-term wealth

And best of all, you can retire early (if you choose to).

Stop settling for less, step up and get what you deserve!

Ready to level up?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will DM you a link to my free newsletter for more tips and tactics to achieve financial abundance 🗞️

Financial Educator to Canadians | B2B SaaS Sales Professional

What will I learn from the free newsletter?

Why settle for less when I can level up my life?

No alternative text description for this image

Let's keep it real...

People will tell you to do everything except the things you need to do to become wealthy.

I'm part of the top 1% net worth in my age group and I still haven't:

- Cold Plunged every morning
- Meditate for an hour
- Go on a carnivore diet
- Got rich off crypto

But I will tell you what I did:

- Invest 25-50% of my income for the past 7 years
- Worked more hours to earn more $$$
- Maintained a clear budget
- Stayed away from consumer debt
- I did my research and ignored 99% of people's financial advice

Do the things that ACTUALLY help you build wealth

Want to learn what those things are?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will personally DM you a link to my free newsletter for more tips and tactics to grow your net worth 📈
__________
#financialfreedom #financialeducation #moneycoach #personalfinancecoach #personalfinanceexpert #personalfinancetips

How do you turn a $14,000 salary into $70 million?

If I knew the answer, do you think I'd still be on social media? Nah, I would be chilling on my private island.

But for real, Theodore Johnson knows the answer to that question so I'm just going to share his story.

Can you still become rich on an average salary?

Yes.

Will it take time?

Yes.

Will you need to be patient throughout the journey?

Yes.

BUT YOU CAN BECOME RICH TOO

I built a 6-figure investment portfolio on an average salary. It wasn't easy because it took time and a lot of hours worked but it was SO worth it.

How can I build a successful investment portfolio?

What kind of tips can I expect from the free newsletter?

What are some tips for effective money management?

UPS Worker Turned $14,000 Salary Into $70M

"How can I earn more money?"

That is the question on every Canadian's mind.

How else can we battle against the rising cost of living and a crazy housing market?

First things first, you need to master your finances regardless of your income.

Learn how to:

➢ Budget
➢ Pay off Debt
➢ Invest
➢ Use Credit

BEFORE you start earning a high income.

Why?

Because that knowledge base will be your foundation to build on.

I was investing $200/mo when I was earning $30K per year. Now, I invest over $2,000/mo and earn 6-figures.

I was investing and managing my money well before I started earning a high income.

Once you master personal finances, it's time to step it up a notch and find opportunities to earn more.

Your skills will dictate how much you earn.

I'm not a fan of the "chase your passion" advice because most people's passion doesn't pay well.

Learn skills that earn you a high income and afford you a comfortable lifestyle then explore your passions after hours.

Ready to level up?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll send you a link to my free newsletter 🗞️
____________
#financialfreedom #financialeducation #moneycoach #personalfinancecoach #moneytips

What are some effective money management strategies?

What are the key components of personal finances?

How can a free newsletter help me with my finances?

Document

I HATE this quote...

"The average millionaire has 7 streams of income.” 🤮

I'm not saying it's an inaccurate statement. In fact, it's true that millionaires have multiple streams of income.

However, wealthy people didn't build wealth by focusing on 7 different things at once.

Most of them built wealth by becoming REALLY GOOD at one or two skills and the marketplace rewarded them for their expertise.

After they started generating a relatively high income from their skillset, they started to diversify into other sources of income to reduce their risk and create passive income.

BUT...

They did NOT become rich by trying to create 7 different income streams at once.

So if you're young and want to become wealthy, focus on ONE INCOME STREAM AT A TIME

Did you enjoy this content?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will DM you a link to my free newsletter for more tactics and tips 🗞️

"The Average Millionaire Has 7 Streams of Income" Is Misleading

Who created this Canadian dream?

Oh, wait...

➤ The banks tell you to buy a home
➤ The government happily gives out student loans to 18-year-olds
➤ The credit card companies encourage you to use your credit card
➤ The wedding industry tells you to spend it all on your special day
➤ The car companies tell you to focus only on the monthly payment

Is the system against you?

In a way, YES, but only if you listen to it.

To win with money, you need to move differently.

You need to move in the opposite direction as everyone else.

You need to manage your money differently than everyone else.

BE DIFFERENT, BE WEIRD, BE RICH.

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll DM you a link to my free newsletter for more tips and tactics 🗞️

What is the role of banks in the Canadian dream?

How does the wedding industry influence people's spending?

Did you ever dream about owning Real Estate?

That dream might not be as far as you think.

Welcome to REITs.

REITs can be a great way to invest in Real Estate WITHOUT the toilets and tenants.

You can buy REITs in two forms:

1) Individual stock
2) ETFs

Y'all know I'm an ETF guy, so I'll introduce you to some of my favourite ETFs:

➤ VRE.TO | Vanguard FTSE Canadian Capped REIT Index ETF
➤ ZRE.TO | BMO Equal Weight REITs Index ETF
➤ XRE.TO | iShares S&P/TSX Capped REIT Index ETF

These ETFs tend to have higher MERs than ones that track a broad index but they will get the job done if you want to be a REIT investor.

Did you find this valuable? Learn something new?

What are the benefits of investing in REITs?

How does VRE.TO compare to other REIT ETFs?

How does XRE.TO perform compared to other REIT ETFs?

How To Buy Real Estate Without Owning Physical Property

I have some disturbing news for you...

You might be on track to pay over $2M in fees

Yup, that's $2M that can be in YOUR pocket, not your bank's pocket

High-fee investment funds are modern-day robbery

Why?

➤ 95% of them underperform a simple index fund over a 30 yr timeframe
➤ They charge absurd fees (yes, even a 1% fee is A LOT)
➤ They use sales tactics to keep you locked in

I don't know about you, but I will never pay for underperformance.

Your lack of financial education is costing you $2M.

That is the price tag you pay for NOT learning how to invest on your own.

The funny part is that learning how to invest is VERY simple.

For the past 7 years, I have spent only 15 minutes per year to manage my portfolio.

Once you have a game plan that is simple and automated, it's the most passive strategy to build wealth out there.

What is the importance of financial education in investing?

What is the most passive strategy for wealth building?

How do investment funds use sales tactics to keep investors locked in?

How High Fees Can Cost You $2.24M

Waiting can cost you $125K

In certain situations, I can understand waiting to invest:

- Divorce
- Bereavement
- Job loss

But if you aren't experiencing any of the above, why are you waiting?

I'll tell you why:

- You don't know how to invest
- You don't know where to start
- You don't know who to trust
- You don't know how to create a game plan

Notice something?

They all started with "YOU DON'T KNOW"

Now, not knowing something isn't the problem. I don't know about 90% of the things that happen in this world but I know what I NEED to know.

- I know I NEED to take care of my health
- I know I NEED to take care of my money
- I know I NEED to take care of my loved ones

And if I don't know HOW to do these things, I find a way to learn them.

But standing on the sidelines is NOT going to solve your financial problems. You need to attack them immediately. You're only making it harder by putting it off.

So the options are simple:

1) Wait another year to learn to invest and lose out on over $125K
2) Start learning today and put that $125K in your pocket

Did you pick option 2?

Why is compound interest important for financial growth?

What are some tips for investing as a beginner?

How NOT Investing Can Cost $125K

Are you making this $742K mistake?

Whenever I post about management fees, I get angry financial advisors in my DMs. I love it.

Why do you think they’re mad?

Because I’m spilling the truth - Most financial advisors are ripping you off.

A 2% fee will cost you more than half a million over your lifetime. What do you get in return for that super high fee?

- Underperformance
- Little to no support
- No financial education

Yup, I’ll pass.

I rather spend the time and money to learn about investing myself so I can control my financial future on my own.

Are you in?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will personally send you a DM with a link to my free newsletter 🗞️

Do NOT Make This $742K Mistake

What else would you add to this list?

Disclaimer: Just because I said they are my favourite, doesn't mean I buy them all.

I call them some of my favourites because of various reasons (MER, diversification, exposure, etc).

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll DM you a link to my free newsletter for more tips and tactics 🗞️

What are some tips for successful investing?

What are some key principles of money management?

How can personal development improve my career?

My 5 Favourite ETFs in Canada

What was the best financial decision of my life?

My fiancee.

But second to that, getting my first $100K invested by 23.

Was it easy?

No.

I worked 50-60 hour weeks from 19 to 22 and invested as much as I could.

Why was that first $100K so important?

It secured my retirement.

From that point forward, I knew that I would never have to invest another dollar and still retire with millions in my accounts.

THAT feeling is priceless.

Every new dollar that comes into my life, I can do whatever I want with it. I don't NEED to invest it or worry about my financial future.

That first $100K is the hardest, but you NEED to do it.

Need help with it?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment the word "JOIN" and I will DM you the link to join my free newsletter! 💬
_________
#investingforbeginners #stockmarketforbeginners #investingtipsforbeginners #financialindependence #stockmarketinvesting #financialliteracy #financialeducation #personalfinance

How can achieving financial freedom impact your life?

What are some tips for investing your first $100K?

What topics are covered in the author's free newsletter?

Want to beat 99% of investors?

- Just get hit by a bus (I'm joking, please don't)
- Just forget you have an account (This might actually be good)

Investing and building wealth is very simple

1) You contribute some money every month
2) You do that consistently for the next 25 years
3) You wake up and you're a millionaire

The problem is most people won't stay consistent throughout those 25 years.

People get side-tracked by the shiny object syndrome.

- Their friend makes more money than them on a flashy new investment
- They switch their strategy and decide to go all-in to crypto
- They take the wrong advice

If you want to win with money, pick a strategy and get locked in.

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will DM you a link to my free newsletter 🗞️

How important is money management for building wealth?

How can a newsletter help me with personal development?

Do you think investing is risky?

It can be, if not done right.

But what’s even more riskier?

Saving money.

When you save money, you lose to inflation.

When you invest money, you kick inflation’s butt and become a millionaire.

That being said, there’s a time and place to save money. I teach my clients how to save money for short to medium term goals (6 to 24 months)

But you should almost never save money for your long-term goals like retirement. The longer you save money, the less valuable your money becomes.

Ready to level up?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will DM you a link to my free newsletter for more tips and tactics 🗞️

What are the benefits of investing money?

Are you not sure WHEN to buy more shares? 🫤

I have an easy solution for you. It’s called dollar cost averaging. 🔄

In a nutshell, you decide on a fixed amount that you can comfortably afford to contribute every single week/month/year.

Once you decide that, automate it so you remove the manual process of transferring money around. ✅

By using this strategy, you remove the guessing game and emotions from your investing.

Another added benefit is that you will buy MORE shares when your stocks are on sale and fewer shares when your stocks are expensive. 🧠

Are you ready to build your first $100K portfolio?

I was able to do this by 23 years old and now, I’m teaching other Canadians how to do the exact same! 🇨🇦

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll send you a link to my free newsletter for more tips and tactics 🗞️

Why is Real Estate such a powerful asset?

Leverage.

When you buy a property, you have two options:

➢ Pay for it in cash
➢ Pay for it using a loan

In today's housing market, it's difficult to save up the cash and buy a property in one shot.

I wouldn't recommend paying all cash for a property anyway.

Why?

Because leverage can get you a higher return on investment.

You put less money upfront but benefit from the gains on the total purchase price.

Why don't they teach this stuff in school? Not sure

But want to join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will DM you a link to my free newsletter. 💬
_________
#financialliteracycoach #personalfinance #personalfinancecoach #personalfinance #financialliteracy

What are the benefits of investing in real estate?

How does leverage impact real estate investments?

What topics are covered in the free newsletter?

Do you want more? Do you want to build massive wealth faster? Here’s a tip… 👇

Earn more and invest more. It’s not rocket science! 🤷

Oftentimes, I hear people on the internet complain and say…

➤ “Bro $1M in 30 years is going to be worth like $200K lolol 🤡”
➤ “LOL who wants to be rich when they’re 60 years old??? 🤣”

Firstly, these types of people are probably not investing in the first place and need to focus more on paying off their credit card debt. 😂

Secondly, complaining is not going to build your portfolio. Your income and financial discipline will determine how much you can invest and how fast you will build wealth. 💰

Remember, the Stock Market is one of the lowest-effort investment vehicles available to the everyday Canadian.

You literally throw money at the right fund(s) and you will build wealth over time assuming you buy and hold. 😴

But hey, if you’re like me, you might want to build wealth a little faster. Awesome!

That’s why I encourage people to increase their earning potential because that’s where you will get the highest return on investment.

How? 🤔

➤ Start a side hustle
➤ Ask for that raise or promotion
➤ Get into performance-based careers (so you have more control over your earning potential)

Your income is one of the most important components of your personal finances. You should spend more time focused on increasing income vs. trying to pick the next hot stock. Use your time wisely! 🧠

But if you’re already earning decent but still struggling financially? Well, that’s a problem you need to fix and I can help you do exactly that. ✔️

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll DM you a link to my free newsletter 🗞️

How to turn $100 into $1M?

This is NO joke... you could have done this, but you decided not to.

- You decided not to be born in 1926.
- You decided not to invest $100 almost 100 years ago.

That's why you're broke...

Nah, I'm joking.

For anyone wondering, what is the S&P 500?

Think of it like a basket that holds the 500 largest companies in the U.S.

The S&P 500 has been the gold standard when it comes to measuring the performance of the U.S. stock market.

How can you invest in the S&P 500?

You need to buy an ETF.

In Canada, some popular S&P 500 ETF options are VFV, XUS, and ZSP. They are low-cost, easy to buy, and can be a key component in building a "set it and forget it" strategy.

And since y'all love numbers, the S&P 500's average annual return from 1957 to 2022 was 10.15%.

Are you ready to level up your money game?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will personally send you a link to my free newsletter for more tips and tactics to start building your wealth! 🗞️

What are some best practices for investing in the stock market?

What are some other popular S&P 500 ETF options?

How important is building wealth for my financial future?

"The only things certain in life are death and taxes." - Benjamin Franklin

Benjamin said this over 250 years ago and it remains true today.

The irony is that most Canadians don't have a clue how the tax system works... And it's their BIGGEST expense in life.

So many myths and misconceptions about taxes like:

- "I refuse pay raises to avoid paying more in taxes"
- "The rich don't pay taxes"
- "A big tax refund is a good thing"
- "Students are not required to pay taxes"

Meanwhile, you have people earning less than $100K trying to find the next under-the-table tax hack... You're focused on the wrong thing, increase your income before you worry about tax hacks.

That being said, it's important to know how taxes work and the unique ways to fight against them.

Ready to level up your finances?

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I will personally DM you the link to my free newsletter. 🗞️
_____________
#canadian #wealthbuilding #taxplanning #taxes #financialeducation #financialliteracy

Give it some time and effort, things will get better.

Between the ages of 18 to 24, every person around me was:

➤ Going to a prestigious university
➤ Had financed their dream car
➤ Partied every weekend

I would hear things like:

➤ "Enjoy today, you could die tomorrow"
➤ "Spend what you have, the future isn't guaranteed"
➤ "I'll worry about investing later"

Sometimes, I felt like I was the odd one out.

I was working 50 hours per week while going to school part-time. I decided to go to an affordable college, live with my parents and share their vehicle for work.

This setup allowed me to save & invest 50% of my income for several years.

Maybe I was missing out... Maybe I should've spent more of my money... Maybe I should've financed my dream car as soon as I landed my first corporate job...

But looking back, I love the decisions I made.

I ignored the noise, controlled my temptations and stayed laser-focused on my future.

By 24, I owned 8 rental units, a 6-figure portfolio and earned a 6-figure income.

Things have only grown ever since.

In another 5 years, I will be in a much better position.

The decisions you make today WILL directly impact your future tomorrow.

If you're still playing life on easy mode and not focused on growing, you're missing out.

Let's all get rich together, build our empires and provide a world-class living for ourselves and our loved ones.

Join over 600 Canadians who are levelling up their life by learning about:

➤ Money Management
➤ Investing
➤ Personal Development

Comment "JOIN" and I'll send you a link to my free newsletter 📈
___________
#moneycoach #moneycoaching #personalfinance #moneytips #financialindependence #financialliteracy #financialeducation #financialcoach

What topics are covered in the author's newsletter?

How can personal development impact my financial future?

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