MC

Martine Cunliffe

Wealth Advisor | Portfolio Manager at Nicola Wealth

Martine Cunliffe is an experienced wealth advisor and portfolio manager currently with Nicola Wealth since October 2023. Prior to this role, Martine served as a Senior Investment Counsellor and Portfolio Manager at CIBC Private Wealth Management from February 2014 to October 2023, providing portfolio management and investment counsel to high and ultra-high net worth clients. Martine also held the position of Vice President, Portfolio Manager at Richardson GMP Limited from November 2009 to February 2014, focusing on customized portfolio management for private clients. Earlier in the career, Martine was Executive Director and Regional Head at UBS Wealth Management for the British Columbia region from January 2003 to October 2009, and worked as a Global Specialist at CIBC Wealth Management from April 1996 to January 2003, as well as an Investment Advisor at BMO Nesbitt Burns from October 1994 to April 1996. Martine holds a Bachelor’s degree in Finance and Economics from Western University, earned between 1988 and 1991, and has educational foundations from Champlain College and Sacred Heart School of Montreal.

Location

Vancouver, Canada

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Nicola Wealth

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.


Headquarters

Vancouver, Canada

Employees

501-1,000

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