John Li, Cfa
About John Li, Cfa
John Li, CFA, is a Senior Financial Analyst specializing in Pension Investments at TELUS in Vancouver, with a diverse background in finance and wood science.
Current Position at TELUS
John Li is currently serving as a Senior Financial Analyst focusing on Pension Investments at TELUS in Vancouver, British Columbia, Canada. In this role, he manages pension investment portfolios, assessing market risks, and ensuring optimal financial strategies to safeguard stakeholders' interests. His position at TELUS involves detailed analysis of investment opportunities and financial planning to support the company’s pension fund objectives.
Previous Experience at BMO Financial Group
John Li worked at BMO Financial Group from 2016 to 2021 as a Credit Analyst within the Diversified Industries (Mid Market) segment of Canadian Commercial Banking. His responsibilities included assessing credit risk, analyzing financial statements, and supporting diversified industry clients with commercial lending solutions. His five-year tenure at BMO in the Toronto, Canada area allowed him to develop significant expertise in credit analysis and commercial banking.
Educational Background
John Li possesses a strong educational background in finance and wood science. He earned his Master’s Degree in Finance from the Schulich School of Business at York University, completing his studies from 2015 to 2016. Prior to this, he obtained a Bachelor’s Degree in Wood Science and Wood Products with a minor in Commerce from The University of British Columbia, where he studied from 2011 to 2015. Additionally, he has a Bachelor’s Degree in Wood Science and Wood Products/Pulp and Paper Technology from Nanjing Forestry University, completed between 2008 and 2011.
Chartered Financial Analyst (CFA) Designation
John Li holds the Chartered Financial Analyst (CFA) designation, signifying his professional competence and expertise in investment management and financial analysis. The CFA credential is recognized globally and highlights his proficiency in market risk management within the financial services industry.
Background in Wood Science and Commerce
John Li's educational and professional journey uniquely bridges wood science and finance. Initially, he focused on Wood Science and Wood Products, including a minor in Commerce, gaining technical expertise alongside business knowledge. His career demonstrates a versatile and adaptable skill set, transitioning from a technical field in wood science to financial analysis and investments. This multidisciplinary background supports his analytical skills and provides a comprehensive approach to market and investment strategies.