Martine Cunliffe
Consultant / Advisor at Nicola Wealth Management Ltd. (Private Equity)
Profile
Martine Cunliffe is currently a Wealth Advisor/Portfolio Manager at Nicola Wealth Management Ltd.
She previously worked as an Executive Director at UBS AG (Private Banking) from 2003 to 2009, an Investment Advisor at BMO Nesbitt Burns Corp.
from 1994 to 1996, a Global Specialist/Investment Specialist at CIBC Wealth Management from 1996 to 2003, and a Vice President & Portfolio Manager at Richardson GMP Ltd.
from 2009 to 2014.
She received her undergraduate degree from Western University in 1991.
Martine Cunliffe active positions
| Companies | Position | Start |
|---|---|---|
Nicola Wealth Management Ltd. (Private Equity)
 Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Consultant / Advisor | 01/10/2023 |
Former positions of Martine Cunliffe
| Companies | Position | End |
|---|---|---|
| Richardson GMP Ltd. | Private Equity Investor | 01/02/2014 |
UBS AG (Private Banking)
 UBS AG (Private Banking) Investment ManagersFinance UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich. | Private Equity Investor | 01/10/2009 |
| CIBC Wealth Management | Corporate Officer/Principal | 01/01/2003 |
BMO Nesbitt Burns Corp.
 BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Nesbitt Burns Corp. provides fund management services. The company is based in Chicago, IL. | Consultant / Advisor | 01/04/1996 |
Training of Martine Cunliffe
| Western University /CA/ | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
UBS AG (Private Banking)
UBS AG (Private Banking) Investment ManagersFinance UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich. | Finance |
BMO Nesbitt Burns Corp.
BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Nesbitt Burns Corp. provides fund management services. The company is based in Chicago, IL. | Finance |
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Finance |
| CIBC Wealth Management | |
| Richardson GMP Ltd. |
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