Poojan Joshi

Poojan Joshi is a Trader / Operations Specialist at Matco Financial with over 6 years of experience in trading and portfolio management. He started his career in India, analyzing investments and executing trades at Kotak Securities and DSH Securities.

Poojan immigrated to Canada in August 2020 and 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. He holds an MBA and the CIM® designation in Canada.

At Matco Financial, he is responsible for the trading of five proprietary mutual funds and separately managed accounts (SMA), executing daily client trades, and handling trade settlements and operational duties as business requires.

Outside of work, Poojan enjoys cooking, playing cricket, and hiking.