Poojan Joshi
About
Poojan Joshi is a Research Analyst at Matco Financial with over seven years of experience in equity research, trading, and portfolio analysis. He began his career in India after completing his MBA, working at a leading securities firm where he analyzed investments and executed trades across equity and derivatives markets.
After relocating to Canada in 2020, Poojan completed his Financial Planning certification at Centennial College and went on to work as an Investment Services Rep at RBC Direct Investing, where he gained extensive experience in trade execution across equities, options, and fixed income securities.
At Matco Financial, Poojan supports the Investment Management team through equity analysis and financial modelling, contributes to investment discussions, and plays a key role in trade execution across the firm’s mutual funds and separately managed accounts.
Outside of work, Poojan enjoys cooking, playing cricket, and hiking in the Canadian Rockies.
Education & designations
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