Aiden Li

Led research and valuation for 12-ticker sector coverage for $30k AUM, contributing to a 6% portfolio return over two months Built and maintained a dynamic Excel dashboard to track portfolio, improving data integrity and reducing manual entry by 2 hours/week Identified and resolved data discrepancies across portfolio tracking, improving reporting accuracy and ensuring 100% consistency

Senior Analyst - Peak Trading Group - London, ON

(2026-01)

• Led research and valuation for 12-ticker sector coverage for $30k AUM, contributing to a 6% portfolio return over two months
• Built and maintained a dynamic Excel dashboard to track portfolio, improving data integrity and reducing manual entry by 2 hours/week
• Identified and resolved data discrepancies across portfolio tracking, improving reporting accuracy and ensuring 100% consistency

Financial Advisor Assistant Intern - Sun Life Financial - Burnaby, BC

(2025-06 - 2025-08)

• Optimized advisor workflow by ~30% by digitizing client records into structured Excel databases, streamlining reporting and scheduling
• Reviewed, audited, and reorganized 1000+ client records in Salesforce CRM, ensuring 100% data accuracy and compliance with regulations
• Developed financial planning presentations, tailoring investment data and information to address client-specific goals

Swimming Instructor & Lifeguard - Pedalheads Swim - Burnaby, BC

(2024-06 - 2025-09)

• Delivered structured lessons for 300+ children, adapting communication styles to suit diverse learning needs and ensure skill development
• Assessed student performance and provided detailed progress reports to parents, managing expectations and maintaining stakeholder trust
• Enforced safety protocols and monitored 3-10 children simultaneously, demonstrating attention to detail and risk awareness

Founder - Fraser Heights Engineering Club - Surrey, BC

(2023-09 - 2025-06)

Founded and led a team of 5 executives to form a community of 30+ members, establishing structured weekly programming

• Designed and delivered workshops on CAD software (AutoCAD, Fusion360, etc.), simplifying complex concepts for beginner audiences
• Coordinated 5 engineering case competitions with over 30 participants, and 3 different projects such as developing an arcade for the school

Producer - Music Producer - Surrey, BC

(2021-01)

• Managed end-to-end production, coordinating with artists to meet deadlines and quality standards, generating 10,000+ cumulative streams
• Developed a digital content strategy, analyzing engagement metrics to refine and improve performance, averaging 3000+ views per video

Bachelor of Management and Organization Studies - Management and Organization Studies - University of Western Ontario (2029)

High School Diploma - Fraser Heights Secondary (2021-09 - 2025-06)