John Poulter
Chief Investment Officer, Portfolio Strategies and Securities Inc.

John is currently a managing partner, portfolio manager and Chief Investment Officer (CIO) at Portfolio Strategies Securities Inc. (PSSI) With more than two decades of progressively senior experience in securities selection and portfolio design, John is an industry veteran. At PSSI, he is responsible for the company’s investment programs and product design. John has an enviable track record of successful private and mutual fund design. Prior to joining PSSI, he was a founding partner, portfolio manager and CIO of Cumberland Private Wealth Management, a Toronto based provider of high net worth solutions. John was also a senior member of Connor, Clark and Company’s investment management team. In both of these positions, he was responsible for the design and implemention of quantitative security selection and portfolio management systems.  John also worked at CIBC-Wood Gundy where he added value to both the research department as a quantitative analyst and on the company’s proprietary trading desk developing risk based trading systems.  John is currently a partner and architect of the Market IQ’s fundamental investment analytics. Market IQ is internet based provider of financial services applications. John received his CFA designation in 1991 and a B.A. specializing in Financial Econometrics from the University of British Columbia.  His speaking and presentation engagements have included the Richard Ivey School of Business and the Toronto Society of Chartered Financial Analysts.

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