Shamil Devji, Cfa
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Shamil Devji, Cfa Email & Phone Number

Portfolio Manager at Saturna Capital
Location: Greater Vancouver Metropolitan Area, Canada, Canada 6 work roles 2 schools
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Current company
Role
Portfolio Manager
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Company size

Who is Shamil Devji, Cfa? Overview

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Quick answer

Shamil Devji, Cfa is listed as Portfolio Manager at Saturna Capital, a company with 107 employees, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Shamil Devji, Cfa.

Shamil Devji, Cfa previously worked as Manager, Investor Relations at Mundoro Capital Inc. and Financial Advisor at Shariaportfolio Canada Inc.. Shamil Devji, Cfa holds Bachelor'S Degree, Finance from Beedie School Of Business At Simon Fraser University.

Company email context

Email format at Saturna Capital

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Saturna Capital

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Profile bio

About Shamil Devji, Cfa

Graduated from the Beedie School of Business at SFU with a concentration in Finance. CFA Charterholder. Completed the Canadian Securities Course (CSC).Investor Relations Manager at Mundoro Capital Inc. Mundoro is a publicly listed company on the TSX-V in Canada and OTCQB in the USA with a portfolio of mineral properties focused primarily on base and precious metals.

Listed skills include Leadership, Microsoft Office, Management, Microsoft Word, and 6 others.

Current workplace

Shamil Devji, Cfa's current company

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Saturna Capital
Saturna Capital
Portfolio Manager
Vancouver, BC, CA
Website
Employees
107
AeroLeads page
6 roles

Shamil Devji, Cfa work experience

A career timeline built from the work history available for this profile.

Manager, Investor Relations

Current

Vancouver, British Columbia, CA

  • Mundoro (TSX: MUN.V) is a publicly listed company on the TSX-V in Canada and OTCQB in the USA with a portfolio of mineral properties focused primarily on base and precious metals.
  • Reported directly to the CEO
  • Built relationships with retail and high net worth (HNW) investors to raise capital and to increase the liquidity of the company’s publicly traded stock (MUN.V)
  • Conducted peer analysis to find relative valuation of the firm in comparison to its competitors
  • Managed marketing, business development, and investor relationships throughout the firm
  • Responsible for the drafting and dissemination of the company's press releases
Jan 2022 - Present

Financial Advisor

Oakville, Ontario, CA

  • Advised clients on investments, retirement planning, wealth management, and tax planning
  • Conducted risk analysis to determine optimal asset allocation for clients
  • Worked directly with portfolio manager to rebalance client portfolios based on current market conditions
  • Analyzed company, industry, and market performance
  • Conducted monthly portfolio reviews with clients to optimize profitability
Oct 2020 - Jan 2022

Customer Service Representative

Toronto, Ontario, CA

  • Built client relationships
  • Provided service to a high standard
  • Identified opportunities for clients to ultimately improve their current and future financial goals
Sep 2018 - Sep 2020

Youth Development Leader

Hamilton Community Centre
  • Coordinated, supervised, and conducted daily activities for targeted youth in an attempt toinspire the future leaders of tomorrow
  • Applied communication and leadership skills through dealing with different personalities andindividuals
Jul 2016 - Sep 2018

Associate

Bentonville, Arkansas, US

Oct 2014 - Dec 2014
Team & coworkers

Colleagues at Saturna Capital

Other employees you can reach at saturna.com. View company contacts for 107 employees →

2 education records

Shamil Devji, Cfa education

Bachelor'S Degree, Finance

Beedie School Of Business At Simon Fraser University

Education record

Matthew Mcnair Secondary School
FAQ

Frequently asked questions about Shamil Devji, Cfa

Quick answers generated from the profile data available on this page.

What company does Shamil Devji, Cfa work for?

Shamil Devji, Cfa works for Saturna Capital.

What is Shamil Devji, Cfa's role at Saturna Capital?

Shamil Devji, Cfa is listed as Portfolio Manager at Saturna Capital.

Where is Shamil Devji, Cfa based?

Shamil Devji, Cfa is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Saturna Capital.

What companies has Shamil Devji, Cfa worked for?

Shamil Devji, Cfa has worked for Saturna Capital, Mundoro Capital Inc., Shariaportfolio Canada Inc., Scotiabank, and Hamilton Community Centre.

Who are Shamil Devji, Cfa's colleagues at Saturna Capital?

Shamil Devji, Cfa's colleagues at Saturna Capital include John Corrieri, Mba, Ctfa, Scott Klimo, Cfa, Nick Vitalis, Koryn Gontarek, and Jeff Korthuis.

How can I contact Shamil Devji, Cfa?

You can use AeroLeads to view verified contact signals for Shamil Devji, Cfa at Saturna Capital, including work email, phone, and LinkedIn data when available.

What schools did Shamil Devji, Cfa attend?

Shamil Devji, Cfa holds Bachelor'S Degree, Finance from Beedie School Of Business At Simon Fraser University.

What skills is Shamil Devji, Cfa known for?

Shamil Devji, Cfa is listed with skills including Leadership, Microsoft Office, Management, Microsoft Word, Project Management, Powerpoint, Microsoft Excel, and Public Speaking.

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