● Open to client relations & investment research roles

Bridging client relationships and investment research.

I'm Mohamed Uwais — a Toronto-based client relations professional working toward the CFA designation, with hands-on experience across customer service, research, and real estate finance.

CIRE
Canadian Investment Regulatory Exam, 2026
ECBA
Entry Certificate in Business Analysis, 2026
CFA
Candidate — in progress

Grounded in client service, moving into investment research.

I currently work as a Client Relationship Associate & Research Analyst at Dreamhouse Real Estate, where I combine direct client-facing work with research support. Before that, I spent over a year as a Customer Service Representative with the City of Toronto, building a foundation in resolving problems clearly and reliably for the public.

Alongside my BBA from Annamalai University, I hold a Diploma in Computer Programming – Software Development from Seneca Polytechnic — which is part of why this site exists as code I built myself rather than a template. I'm now working toward the CFA designation as I move deeper into investment research and financial services.

BBAAnnamalai University, 2022–2025
Diploma, Software DevelopmentSeneca Polytechnic, 2023–2025
CIRE Certification2026
ECBA2026
CFA ProgramIn progress

Where I've worked.

Sept 2025 — Present
Client Relationship Associate & Research Analyst
Dreamhouse Real Estate
Managing client relationships while supporting research work at the intersection of real estate and finance.
June 2024 — Aug 2025
Customer Service Representative
City of Toronto
Handled resident inquiries and service requests, building strong fundamentals in client communication and problem resolution at scale.

Tools & projects.

Interactive tool

FIRE Number Calculator

A calculator that estimates the portfolio size needed for financial independence, projects a savings timeline, and illustrates generic model asset allocations by risk profile — built end-to-end in HTML, CSS, and JavaScript.

Launch the calculator →
Coming soon

More in progress

This section will grow as more research and analysis projects are added — check back for updates.

Let's connect.

Open to conversations about client relations and investment research roles in Toronto and beyond.