Dev Joshi Email & Phone Number

Driven by a genuine interest in finance, I am an emerging finance professional with a strong foundation in financial planning and investment analysis. As a Financial Planning student at Humber Polytechnic, I am sharpening my skills in various topics like Investment Strategies, Taxation, Retirement Planning, Credit, Insurance, Personal Finance, etc. I have cleared my Canadian Securities Course Level 1, and I'm working towards Level 2 to deepen my knowledge. I’m building a strong foundation to support my long-term goal of earning both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.My experience spans over a year in various customer service roles, where I’ve excelled at building relationships and meeting diverse client needs. I bring a client-centric approach, emphasizing trust and transparency—values that I believe are essential in the investment world. My interest in portfolio management has led me to regularly analyze market trends, construct hypothetical portfolios, and assess topics like asset allocation, risk management, and performance metrics. If you’re in finance or investments, I’d love to connect and explore potential opportunities or discuss insights in this field!