David Poster
Director of Finance/CFO chez CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD
Profil
David Poster is currently the Director at WealthBar Financial Services, Inc. He is also the Chief Financial Officer at CI Investment Grade Bond ETF and CI Galaxy Bitcoin Fund.
In the past, he worked as a Director at Marret High Yield Strategies Fund, CI Investment Grade Bond Fund, and Marret Multi Strategy Income Fund.
He was also the Chief Financial Officer at Precious Metals & Mining Trust.
Mr. Poster held the position of Chief Financial Officer at JFT Strategies Fund and CI Canadian REIT ETF from 2019 to 2022.
Postes actifs de David Poster
| Sociétés | Poste | Début |
|---|---|---|
| CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD | Director of Finance/CFO | 01/03/2019 |
| CI GALAXY BITCOIN FUND | Director of Finance/CFO | - |
WealthBar Financial Services, Inc.
 WealthBar Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada. | Director/Board Member | - |
Anciens postes connus de David Poster
| Sociétés | Poste | Fin |
|---|---|---|
| CI FIRST ASSET CANADIAN REIT ETF | Director of Finance/CFO | 01/01/2022 |
| JFT STRATEGIES FUND | Director of Finance/CFO | 01/01/2022 |
| PRECIOUS METALS AND MINING TRUST | Director of Finance/CFO | - |
| MARRET MULTI-STGY UN | Director/Board Member | - |
Marret High Yield Strategies Fund
 Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Director/Board Member | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Precious Metals & Mining Trust
 Precious Metals & Mining Trust Investment Trusts/Mutual FundsMiscellaneous Precious Metals & Mining Trust is a closed-end investment trust. Its investment objective is to provide unitholders long-term capital appreciation and monthly cash distributions through investing in a portfolio consisting primarily of equity securities of mining issuers that are listed on a North American stock exchange. The company was founded on May 29, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Marret High Yield Strategies Fund
Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
CI Investment Grade Bond Fund
 CI Investment Grade Bond Fund Investment Trusts/Mutual FundsMiscellaneous Marret Investment Grade Bond Fund is a closed-end investment fund. Its investment objective is to provide unit holders with attractive monthly tax advantaged cash distributions and to maximize total returns consisting primarily of tax-advantaged distributions, while reducing risk and preserving capital. The company was founded on September 29, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Marret Multi Strategy Income Fund
 Marret Multi Strategy Income Fund Investment Trusts/Mutual FundsMiscellaneous Marret Multi Strategy Income Fund engages in the provision of risk adjusted returns and tax advantaged distributions to investors. It also offers the opportunity for capital appreciation through exposure to managed investment portfolio consisting of income generating securities. The company was founded on February 25, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
JFT Strategies Fund
 JFT Strategies Fund Investment Trusts/Mutual FundsMiscellaneous JFT Strategies Fund is a closed-end investment fund and investment trust. Its investment objective is to maximize return on investment to holders while seeking to mitigate market risk and volatility by investing in an actively managed portfolio of long and short positions in any one or a combination of equities, debt securities or other securities. The company was founded on April 23, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
CI Canadian REIT ETF
 CI Canadian REIT ETF Real Estate Investment TrustsFinance CI First Asset Canadian REIT ETF is an exchange traded mutual fund. It portfolio comprised of securities of Canadian real estate investment trusts, real estate operating corporations and corporations involved in real estate related services. The company was founded on October 28, 2004 and is headquartered in Toronto, Canada. | Finance |
WealthBar Financial Services, Inc.
WealthBar Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada. | Commercial Services |
CI Investment Grade Bond ETF
 CI Investment Grade Bond ETF Investment Trusts/Mutual FundsMiscellaneous CI First Asset Investment Grade Bond ETF is an exchange traded mutual fund trust. It provides unit holders with monthly cash distributions. The company was founded on October 23, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
CI Galaxy Bitcoin Fund
 CI Galaxy Bitcoin Fund Investment Trusts/Mutual FundsMiscellaneous CI Galaxy Bitcoin Fund is a closed-end investment fund, which engages in the investment of digital currency Bitcoin. Its investment objective is to provide holders of units, exposure to bitcoin through an institutional-quality fund platform. The company was founded in 2020 and is headquartered in Toronto, Canada. | Miscellaneous |
