● Open to client relations & investment research roles

Mohamed Uwais

Analytical by training. Client-first by instinct.

A Toronto-based client relations and research professional moving into investment research — CIRE and ECBA certified, and a CFA aspirant.

About me

Grounded in client service, moving into investment management and financial services.

I'm a Client Relationship Associate and Research Analyst at Dreamhouse Real Estate, where I sit between the client-facing and research sides of the business — handling day-to-day client contact while maintaining the data behind close to 1,400 development projects across Ontario.

Before that I spent 2025 as a Customer Service Representative with the City of Toronto, where I worked across several departments and learned to resolve problems clearly for people who needed an answer, not a process. I hold a BBA from Annamalai University and a Diploma in Software Development from Seneca Polytechnic — which is why this site is code I wrote rather than a template — along with the CIRE and ECBA certifications. I'm a CFA aspirant, preparing to begin the program as I move toward investment research, and the tools on this site are part of how I'm getting there.

Certifications

Industry credentials in investment regulation and business analysis.

CIRE
Canadian Investment Regulatory Exam
Earned · 2026
ECBA
Entry Certificate in Business Analysis
Earned · 2026
CFA
Chartered Financial Analyst Program
Aspirant · Preparing to enroll

Experience

Where I've worked.

Sept 2025 — Present
Client Relationship Associate & Research Analyst
Dreamhouse Real Estate
Manage daily client relationships alongside research operations, maintaining the Excel dataset tracking nearly 1,400 development projects across Ontario.
January 2025 — 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.

Education

Business and technology foundations.

2023 — 2025
Diploma, Computer Programming – Software Development
Seneca Polytechnic
2022 — 2025
Bachelor of Business Administration (BBA)
Annamalai University

Projects

Tools and analysis I've built — click through to try them.

Preview of the FIRE Number Calculator inputs Interactive tool

FIRE Number Calculator

A calculator that estimates the portfolio size needed for financial independence, projects an inflation-adjusted savings timeline with a range of outcomes, and illustrates generic model asset allocations — built end-to-end in HTML, CSS, and JavaScript.

Open the calculator →
Preview of the Coffee Sales Dashboard in Excel Excel + VBA

Coffee Sales Dashboard & Data Quality Tool

An interactive Excel dashboard analysing 1,000 coffee orders, paired with a VBA macro that audits the dataset against four business rules in about a second. It surfaced that 20% of customer records were missing an email address — a fifth of the customer base unreachable by email.

View the project →

Contact

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