Profile
Ben Li worked as a Research Analyst at Mackenzie Financial Corp.
and as a Sales Analyst at The Pepsi Bottling Group (Canada) ULC.
He also worked as a Research Associate at Echelon Wealth Partners, Inc. from 2015 to 2016 and as a Financial Analyst at Sarku Japan.
Mr. Li earned an MBA from the Rotman School of Management in 2015 and an undergraduate degree from the University of Toronto in 2008.
Former positions of Ben Li
| Companies | Position | End |
|---|---|---|
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Analyst-Equity | 31/03/2016 |
| The Pepsi Bottling Group (Canada) ULC | Analyst-Equity | - |
Sarku Japan
 Sarku Japan RestaurantsConsumer Services Sarku Japan operates eating places. The private company is based in Markham, Canada. The Canadian company was founded by James T. Chim. James T. Chim has been the CEO since incorporation. | Analyst-Equity | - |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Analyst-Equity | - |
Training of Ben Li
| University of Toronto | Undergraduate Degree |
| Rotman School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Echelon Wealth Partners, Inc.
Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Finance |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
Sarku Japan
Sarku Japan RestaurantsConsumer Services Sarku Japan operates eating places. The private company is based in Markham, Canada. The Canadian company was founded by James T. Chim. James T. Chim has been the CEO since incorporation. | Consumer Services |
| The Pepsi Bottling Group (Canada) ULC |
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