Poojan Joshi

Poojan Joshi is a Trader and Operations Specialist at Matco Financial with over six years of experience in trading and portfolio management. He began his career in India, where he analyzed investments and executed trades at Kotak Securities and DSH Securities. After immigrating to Canada in August 2020, Poojan completed his studies in Financial Planning at Centennial College. He then worked for three years as an Investment Representative at RBC Direct Investing, gaining experience in trade execution across various asset classes.

At Matco Financial, Poojan is responsible for trading five proprietary mutual funds and separately managed accounts (SMA), executing daily client trades, and handling trade settlements and operational duties as required. Outside of work, he enjoys cooking, playing cricket, and hiking.