1561 Blohm Drive, Ottawa, ON K1G 4R6 613.979.1992


·       Solid experience in the banking industry displayed through delivering exceptional client service, working with finances and providing solutions for clients on a regular basis

·       Proven ability to work effectively in a teamwork environment by establishing professional relationships with clients, coworkers and managers

·       Fast learner with a strong work ethic who strives to obtain quality and consistency in work from beginning to end

·       Individual who possesses strong observational skills and is highly detail oriented

·       Proficient in a variety of computer applications and software including: MS Office (Word, Excel, PowerPoint), ISM, THOMSON, and STATA



Honours Bachelor of Arts, Economics

Wilfrid Laurier University Waterloo, Ontario (2010-2014)


Continuing Education

Carleton University Ottawa, Ontario (2015-2016)




TD Direct Investing

Licensed Trader/ Investment Representative, Ottawa Ontario (October 2014-Present)

§ Execute client trades in accordance with industry standards on Stocks, Options, Fixed Income Instruments, and Mutual Funds while maintaining TD’ superior standards

§ Provide accurate timely information on real time market activity and products including: IPOs, New issues, and Corporate Actions

§ Proactively identify customer needs in order to provide the appropriate TD Direct Investing products/ services that are applicable to different client situations

§ Completion of all required securities courses (CSC, CPH, DFOL) within time frame suggested


Costco Wholesale

Stock/Merchandising, Waterloo, Ontario (Summer 2013)

§ Stocked front displays with specific store inventory products

§ Developed thorough understanding of operations while store was closed/opened

§ Deliver quality customer service on the front line and throughout all departments


Beer Store Distribution Warehouse Centre

Assembly/Order Processing, Ottawa, Ontario (Summer 2012)

· Responsible for completing specific orders from LCBO and Brewers Retail Inc.

· Utilized excellent observational skills to operate pallet drivers and to detect defective products

· Managed consistent accounts of inventory to prevent errors and provide consistency of products





MICHAEL LI                                                                                                   Resumé continued

Luminos Industries

Fibre Optic Technician Ottawa, Ontario (Summer 2011)

§ Responsible for building fibre optic carousels and testing cables for product durability

§ Monitored polishing of products to ensure high standards for sterilization and low error rates

§ Worked diligently to follow proper production procedures and safety regulations thoroughly





Advanced Microsoft Excel Training Course: 2016

·       Online course providing a curriculum to learn beyond the basics and have advanced- level proficiency in excel

·       Includes: IF statements, VLOOKUP, HLOOKUP, Sparklines, Pivot Tables and Macros


CSI Certifications

·       Canadian Securities Course (CSC)

·       Conduct & Practices Handbook (CPH)

·       Derivatives Fundamental and Options Licensing Course (DFOL)


SBESS Mentorship Program

Student Mentor, Waterloo, Ontario (2012-2013)

§ Provided guidance to fellow students in their transition into their first year of university

§ Proven ability to establish cooperative relationships with fellow students through

effective communication and interpersonal competence

§  Co-ordinated through social media to mentees in order to arrange meetings, events, and to administer any concerns in their transition


Laurier Accounting Association (LAA)

Member, Waterloo, Ontario (2012- 2013)



  •  Reading financial and economic literature
  •  Enjoys travelling and has an appreciation for a variety of food experiences
  •  Staying active through regular physical fitness and other sports including golf & snowboarding
  • Passion for making music and learning about production technology & sound engineering
  • Eager to stay up-to-date on the latest trends and upcoming talent in the EDM industry