Rahul Jaswal, CFA

Rahul Jaswal, CFA, has a diverse work experience. In 2020, they joined Canalyst as an Equity Research Associate in the Industrials sector. Theirduties included building and updating financial models, performing advanced model improvements with analyst oversight, and assisting analysts with client requests. Rahul also held an Equity Research Intern role at Canalyst in the Global Expansion, Small Cap North America, and Industrials sectors. Theirduties included updating and building financial models, and performing basic model improvements with analyst oversight. In 2017, they joined HollisWealth as an Associate Investment Advisor. From 2014 to 2016, they worked at Champs Sports as a Sales Associate. During this time, they also worked at CIBC as a Credit Counselor, where their duties included providing high quality, service-oriented relationships with clients, providing a variety of products and repayment options to resolve outstanding debt, and utilizing problem solving and analytical skills to arrive at decisions that balance meeting client needs, while addressing root causes of delinquency.

Rahul Jaswal obtained a Bachelor of Business Administration (B.B.A.) degree from the Beedie School of Business at Simon Fraser University in 2017, majoring in Finance. In 2018, they obtained the Canadian Securities Course from the Canadian Securities Institute (CSI). In 2017, they obtained the Canadian Investment Funds Course from the IFSE Institute. In 2020, they obtained a Certificate in Excel Visual Basic from Wall Street Prep, as well as an Excel Crash Course from the Corporate Finance Institute\u00ae (CFI). In 2022, they obtained the Chartered Financial Analyst (CFA) from the CFA Institute.