Overview
Martine Cunliffe is a Managing Director, Private Wealth, and a Wealth Advisor, Portfolio Manager at Nicola Wealth, bringing more than 30 years of experience advising high- and ultra-high-net-worth individuals, families and business owners.
As Managing Director, Private Wealth, Martine supports advisor teams and advisor development across the firm, strengthening the advisor experience, driving business development and go-to-market efforts, and contributing to centre of influence (COI) relationships, events, sponsorships and community engagement. She partners closely with Practice Management and Private Wealth leadership to advance the firm's strategic priorities.
In her client-facing role, she provides customized portfolio management and holistic wealth planning across retirement, estate and intergenerational planning, philanthropy, and complex wealth structures. She is known for a thoughtful, relationship-driven approach that helps clients simplify complex financial decisions.
Before joining Nicola Wealth, Martine held senior roles with CIBC Private Wealth Management, Richardson GMP and UBS Wealth Management. She holds a Bachelor of Arts in Finance and Economics from the University of Western Ontario, is a Chartered Investment Manager (CIM) and Certified Financial Planner (CFP®) and is licensed as a Discretionary Portfolio Manager.
An active member of her community, Martine serves on several committees for not-for-profit organizations including Arts Umbrella, Big Sisters, and SPOKEN. Based in Vancouver since 1991, she enjoys travel, cooking and fitness. She was born and raised in Montreal, completed her university studies in Ontario, and is fluent in English and French.
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