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James Stack, CFP®, CIM®

James Stack, CFP®, CIM®

District Vice President

Followers of James Stack, CFP®, CIM®1000 followers
location of James Stack, CFP®, CIM®Toronto, Ontario, Canada

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  • Timeline

  • About me

    District Vice President at CI Global Asset Management

  • Education

    • Goodman School of Business at Brock University

      2007 - 2011
      Bachelor's Degree Bachelor of Business Administration (Hons)

  • Experience

    • CI Global Asset Management

      Nov 2022 - now
      District Vice President

  • Licenses & Certifications

    • Chartered Investment Manager

      Canadian Securities Institute

    • CERTIFIED FINANCIAL PLANNER®

      FP Canada
      Apr 2025
      View certificate certificate

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

    • Conduct and Practices Handbook

      Canadian Securities Institute (CSI)

  • Honors & Awards

    • Awarded to James Stack, CFP®, CIM®
      Dean's Honours List Brock University Dec 2011