Vancouver, BC, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth Management Ltd. (Nicola Wealth), one of Canada's fastest-growing independent wealth management firms, is proud to announce the appointment of two highly accomplished wealth advisors, Martine Cunliffe and Robert Gareau, to its wealth advisory team. These advisors are following in the footsteps of other investment professionals in Canada who are leaving larger institutions for private firms with unique financial offerings.
"As we continue to attract a growing number of talented wealth advisors, it's evident that our diversified investments, our integrated approach to wealth management, and our award-winning corporate culture are attracting top-tier professionals to our team," noted Cameron Smith, Vice President of Advisory Services | Client Relationship Manager at Nicola Wealth. "The addition of Martine in Vancouver and Robert in Victoria underscores our unwavering commitment to delivering exceptional full-service wealth advisory solutions for our clients nationwide as part of our ongoing journey to build a truly remarkable advisory team."
Martine Cunliffe, CIM®, CFP
Ms. Cunliffe joins Nicola Wealth as a Wealth Advisor | Client Relationship Manager based in Vancouver, British Columbia. With over 25 years of experience serving high and ultra-high-net-worth clients and their families. For the past decade, she served as a Senior Investment Counsellor and Portfolio Manager at CIBC Private Investment Counsel, offering invaluable guidance to clients. Before her tenure at CIBC, she held the position of Senior Vice President and Portfolio Manager at Richardson GMP, co-managing an exclusive ultra-high-net-worth client book. Her leadership and expertise were also instrumental during her time as the Regional Head and Executive Director of the UBS Wealth Management office in Vancouver. Ms. Cunliffe has earned a number of accreditations, including the Chartered Investment Manager (CIM) designation and the Certified Financial Planner (CFP) certification in addition to being a fully licensed Portfolio Manager. Much like her new colleagues at Nicola Wealth, Ms. Cunliffe lends her expertise as an active member of the community, serving on the Board of Directors for the Children's Arts Umbrella Foundation.
Robert Gareau, MBA, CIM®
Mr. Gareau joins Nicola Wealth’s expanding team in Victoria, British Columbia, where a new office has recently been opened. He assumes the role of Wealth Advisor | Client Relationship Manager, bringing with him nearly 20 years of experience in the financial services industry. For the past 10 years, he served as an Investment Counsellor at CIBC Private Investment Counsel in Victoria, B.C., working as a client-facing Portfolio Manager, providing tailored financial advice to high-net-worth investors, trusts, and foundations. Before his Portfolio Manager role, Mr. Gareau spent nine years with CIBC Commercial Banking, progressing to a Director role where he advised a diverse portfolio of private and public sector clients. Registered as a Portfolio Manager, Mr. Gareau also holds the Chartered Investment Manager (CIM) designation. Beyond his professional career, Mr. Gareau is deeply engaged in the Victoria community, serving as a Board Director with the Victoria Foundation and actively participating in the Foundation's Investment Committee and Impact Investing Committee.
About Nicola Wealth
Nicola Wealth Management Ltd. (Nicola Wealth) is an independent wealth management firm dedicated to serving the complex needs of high-net-worth individuals, families, and institutions. Today, the firm is responsible for managing over $14.2 billion in assets for clients across Canada, with advisors in BC, Alberta and Ontario. Nicola Wealth delivers a level of diversification that extends beyond publicly traded securities to include access to a wide range of private asset classes including hard asset real estate, private equity, private debt, commercial mortgages and more. For more information, please visit www.nicolawealth.com.
