James Annis, CFP, CIM

Our Team

JamesĀ Annis, CFP, CIM, FMA

Portfolio Manager

Born and raised in Ottawa James is fluently bilingual. He graduated from the John Molson School of Business at Concordia University with a Bachelor of Commerce in 2002. James joined BMO Nesbitt Burns in 2004 as an Investment Advisor and is a CERTIFIED FINANCIAL PLANNER® or CFP® professional and obtained the Canadian Investment Manager (CIM) and Financial Management Advisor (FMA) desginations. James is currently studying for his Chartered Financial Analyst’s designation through the CFA Institute. James volunteers with the Lake Pemichangan Property Owners’ Association and is currently in his third year as Chairman of the Board.