Martin Theodore, Cim® Pmp®
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Martin Theodore, Cim® Pmp® Email & Phone Number

Chief Compliance Officer at Pinnacle Wealth Brokers
Location: Canada, Canada, Canada 6 work roles 4 schools
1 work email found @nbpcd.com 1 phone found area 514 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@nbpcd.com
Direct phone (514) ***-****
LinkedIn Profile matched
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Current company
Pinnacle Wealth Brokers
Role
Chief Compliance Officer
Location
Canada, Canada, Canada
Company size
81 employees

Who is Martin Theodore, Cim® Pmp®? Overview

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Quick answer

Martin Theodore, Cim® Pmp® is listed as Chief Compliance Officer at Pinnacle Wealth Brokers, a company with 81 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at nbpcd.com, phone signal with area code 514, and a matched LinkedIn profile for Martin Theodore, Cim® Pmp®.

Martin Theodore, Cim® Pmp® previously worked as Managing Director & Head of Capital Markets at Pinnacle Wealth Brokers and Executive Business Consultant at Freelance. Martin Theodore, Cim® Pmp® holds Bcomm from Concordia University.

Company email context

Email format at Pinnacle Wealth Brokers

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*@nbpcd.com
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AeroLeads found 1 current-domain work email signal for Martin Theodore, Cim® Pmp®. Compare company email patterns before reaching out.

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Profile bio

About Martin Theodore, Cim® Pmp®

As the Managing Director at Pinnacle Wealth Brokers, I provide strategic leadership, direction and oversight for all divisions. With over 20 years of experience in the financial industry, I have a solid track record of assessing and navigating market trends, implementing risk management strategies, adapting to changing industry regulations, and identifying opportunities for growth and innovation.I am passionate about developing and delivering solutions that enhance sustainability and environmental stewardship for the benefit of our clients and the planet. I have a proven history of leading and supporting various projects and initiatives across different industries and geographies, leveraging my expertise in corporate strategy, reinvention, presentation skills, and project management. I am also an accredited Chartered Investment Manager and a certified Project Management Professional, demonstrating my commitment to continuous learning and professional development. I value creativity, collaboration, and communication, and I strive to cultivate and maintain strong relationships with key stakeholders and partners.

Listed skills include Cim, Asset Management, Wealth Management, Wealth, and 17 others.

Current workplace

Martin Theodore, Cim® Pmp®'s current company

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Pinnacle Wealth Brokers
Pinnacle Wealth Brokers
Chief Compliance Officer
calgary, alberta, canada
Website
pinnaclewealthbrokers.com
Employees
81
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Company profile
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6 roles

Martin Theodore, Cim® Pmp® work experience

A career timeline built from the work history available for this profile.

Managing Director & Head Of Capital Markets

Pinnacle Wealth Brokers

Canada

Pinnacle is a National EMD offering private capital investments, an Investment Fund Manager, and a Portfolio Manger offering comprehensive discretionary portfolio management with curated portfolios designed to completely our clients needs at each stage of life. Our robust processes and breath of experience allows us to offer the very best range of Private.

Executive Business Consultant

Freelance

Canada

Providing a range of operational consulting and leadership across various industries and at all levels, especially those looking to develop strategies for a post-Covid19 world with a focus on sustainability and other ESG considerations.Accredited PMP designation to complement visioning with measurable execution ability.

Aug 2020 - May 2021

Senior Executive & Lead

Save Our Planet Technologies Llc

North America

Providing overall enterprise guidance and general management duties, not limited to, business development, negotiations, risk and compliance oversight, and relationship management. Driven to change the narrative and deliver technologies to enhance sustainability for all our benefit. We focused on new & developing sustainable and environmentally positive.

Dec 2018 - Jun 2020

Portfolio Manager

Cibc Wood Gundy

Montreal, Canada Area

Discretionary Portfolio management, unique and prudent advice for a high net-worthinvestors, on a fee for service platform exclusively. Focus on total family relationships, risk mitigation, total investment research and (GARP) selection, asset allocation, and overall ethical responsibility.Created Personal Brand recognition with published value and service.

Oct 2014 - Dec 2018
Team & coworkers

Colleagues at Pinnacle Wealth Brokers

Other employees you can reach at pinnaclewealthbrokers.com. View company contacts for 81 employees →

JO John Opsal John Opsal Colleague at Pinnacle Wealth BrokersSaskatchewan, Canada, Canada View → NS Nicholas Schneider Nicholas Schneider Colleague at Pinnacle Wealth BrokersCalgary, Alberta, Canada, Canada View → TT Trevor Tuttosi Trevor Tuttosi Colleague at Pinnacle Wealth BrokersBrandon, Manitoba, Canada, Canada View → FH Farouk Haji Farouk Haji Colleague at Pinnacle Wealth BrokersFoothills, Alberta, Canada, Canada View → WH Wes Henderson Wes Henderson Colleague at Pinnacle Wealth BrokersArdrossan, Alberta, Canada, Canada View → ME Michael Edwards Michael Edwards Colleague at Pinnacle Wealth BrokersBedford, Nova Scotia, Canada, Canada View → CM Carl Maragno B.A, B.Ed., Pfp Carl Maragno B.A, B.Ed., Pfp Colleague at Pinnacle Wealth BrokersAncaster, Ontario, Canada, Canada View → MD Moreno Di Ciero Moreno Di Ciero Colleague at Pinnacle Wealth BrokersMontreal, Quebec, Canada, Canada View → ML Marc Ledoux Marc Ledoux Colleague at Pinnacle Wealth BrokersMontreal, Quebec, Canada, Canada View → JP John Poulain John Poulain Colleague at Pinnacle Wealth BrokersWinnipeg, Manitoba, Canada, Canada View →
4 education records

Martin Theodore, Cim® Pmp® education

Chartered Investment Manager, Cim®

Canadian Securities Institute
FAQ

Frequently asked questions about Martin Theodore, Cim® Pmp®

Quick answers generated from the profile data available on this page.

What company does Martin Theodore, Cim® Pmp® work for?

Martin Theodore, Cim® Pmp® works for Pinnacle Wealth Brokers.

What is Martin Theodore, Cim® Pmp®'s role at Pinnacle Wealth Brokers?

Martin Theodore, Cim® Pmp® is listed as Chief Compliance Officer at Pinnacle Wealth Brokers.

What is Martin Theodore, Cim® Pmp®'s email address?

AeroLeads has found 1 work email signal at @nbpcd.com for Martin Theodore, Cim® Pmp® at Pinnacle Wealth Brokers.

What is Martin Theodore, Cim® Pmp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 514 for Martin Theodore, Cim® Pmp® at Pinnacle Wealth Brokers.

Where is Martin Theodore, Cim® Pmp® based?

Martin Theodore, Cim® Pmp® is based in Canada, Canada, Canada while working with Pinnacle Wealth Brokers.

What companies has Martin Theodore, Cim® Pmp® worked for?

Martin Theodore, Cim® Pmp® has worked for Pinnacle Wealth Brokers, Freelance, Save Our Planet Technologies Llc, Cibc Wood Gundy, and Bmo Nesbitt Burns.

Who are Martin Theodore, Cim® Pmp®'s colleagues at Pinnacle Wealth Brokers?

Martin Theodore, Cim® Pmp®'s colleagues at Pinnacle Wealth Brokers include John Opsal, Nicholas Schneider, Trevor Tuttosi, Farouk Haji, and Wes Henderson.

How can I contact Martin Theodore, Cim® Pmp®?

You can use AeroLeads to view verified contact signals for Martin Theodore, Cim® Pmp® at Pinnacle Wealth Brokers, including work email, phone, and LinkedIn data when available.

What schools did Martin Theodore, Cim® Pmp® attend?

Martin Theodore, Cim® Pmp® holds Bcomm from Concordia University.

What skills is Martin Theodore, Cim® Pmp® known for?

Martin Theodore, Cim® Pmp® is listed with skills including Cim, Asset Management, Wealth Management, Wealth, Bonds, Fee Based Advisory, Insurance, and Asset Managment.

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